One of the biggest challenges in retirement planning is understanding the uncertainty of future portfolio outcomes. Average returns alone tell us very little about the sustainability of retirement income streams, because what matters most is not just how much markets deliver, but when they deliver it.
If managers present a fund that has a convoluted structure and can’t be described with clarity and transparency, what hope does an adviser have in then explaining it to their clients?
Global REITS give investors a structured access point to real estate across regions, potentially unlocking a valuable investment sleeve. But there are risks to contend with, according to Will Arnost from Atchison Consultants.
Outside of the ubiquitous Magnificent Seven, large cap growth stocks have been buffeted by prevailing economic conditions. Yet global large caps can still offer investors significant shareholder value.
The potential for small and mid-cap companies to outperform the bigger players on indices is clear, with liquidity expected to increase as inflation comes off the boil and money flows into the economy. So which funds are best positioned to take advantage?
They may be the flavour of the month, and probably for good reason, but are diversified credit funds all that they’re cracked up to be? Will Arnost takes a look at the top performing funds on the Atchison APL.
Managing a derivative equity income portfolio involves several complex challenges, but the payoff for investors during periods of volatility can be significant according to Atchison Consultants.
Australia may not have the Magnificent Seven tech stocks, but a heavy top end on the ASX means concentration risk is just as present, Atchison’s says. According to Australian Ethical, that puts the domestic small companies sector right in frame for investors.
The benchmark core equities sector is a fundamental sleeve in any sophisticated portfolio. Most profess top quartile returns, but which five have genuinely outperformed the market over a three year term?
The CFS team is ramping up the suite of model portfolio offerings on its next generation investment platform, while adding new functionality to streamline the adviser experience.
Investors and consultants are bending their efforts to find navigable paths around headwinds buffeting the commercial real estate sector.
Despite continuing strong economic data for Australia, markets have forecast significant earnings downgrades, and results have been mixed so far. But a main highlight – CBA’s record $10 billion profit – may not be enough to improve investors’ outlook on the banking sector.
As an ever-more-connected world makes it harder to deliver uncorrelated portfolios, there are still strategies investors can use to add diversification. Industry leaders recently discussed opportunities in equities and fixed income at The Inside Network’s inaugural Investment Leaders Forum in Queenstown, New Zealand.
Active management might be back in a big way but asset managers need to make sure they’re getting what they pay for: skill, not luck. Figuring out manager style and factor biases is key.
Investors are flocking to risk stocks in the hope of an early Fed pivot following a better-than-expected US inflation report. While it is too early for a pivot, according to Atchison Consultants, the longer-term outlook for fixed income is positive.
Atchison Consultants’ Kevin Toohey on why bond benchmarks only cover a slice of a diverse universe.
