Practice Growth
Portfolio construction frameworks for Australian financial advisers, covering model portfolios, IPS design, and managed accounts.
Getting a clear view of the gap between stock picking and proactive management
Proactive management and stock picking are, in some ways, two sides of the same coin. But advisers and investors should be aware of their fundamental...
Market neutral is for all seasons, not just volatile periods: Yarra
Market neutral strategies should not only used as lever for investors that want an on-call safety valve for volatility, but retained as a strategic holding to...
The most common illiquidity, risk and volatility fallacies investors face
Lending specialist Daniel Zwirn spoke candidly about investor "credit myths", and the misunderstandings that hold people back in the selection and movement of...
Ausbil gets active on dividend management with income-seeking investment play
The team at Ausbil have come up with a novel way to generate income without increasing risk or removing alpha generating opportunities.
Time to reset fixed-income portfolio construction
Concerns over rising inflation and a global growth slowdown have many financial advisers re-positioning client portfolios away from risk and towards safety.
Positioning portfolios for fabled 'soft landing'
While several weeks ago now, the threat of 75 basis point hikes is no longer in the future, it has and will likely happen more than once in 2022.
Why quality matters more than ever: Bell AM
Markets are falling, interest rates are rising alongside inflation, the US dollar is appreciating along with bond yields and money is moving away from risk....
Advisers have become 'overly reliant' on capital growth to drive returns
“It’s not about forecasting if it is going to rain, one should always carry an umbrella” explained Hugh Selby-Smith when discussing the...
The most important measure of manager performance
The proliferation of data and information has done little to improve the outcomes of self-directed investors. With information on almost any issue and a social...
How will the Federal Budget affect your client's portfolio?
The Federal Budget unveiled this week was clearly intended to be an election-winning budget prepared to win over the public with many of its generous promises....
The perils of yesterday's logic
Reimagining portfolios for tomorrow’s reality Increasing inflation volatility represents the greatest challenge to investors for a generation. A new...