Practice Growth
Portfolio construction frameworks for Australian financial advisers, covering model portfolios, IPS design, and managed accounts.
CFS puts its clients first with new MDA products
Australian wealth management giant Colonial First State (CFS) has joined forces with some of Australia’s leading research firms to offer financial...
Exploring the benefits of factor investing
You’ve probably heard of “factor” investing but might be unsure of what it is and how it works. In this article we’ll go through the...
PIMCO's recipe for portfolio protection
While there has been much talk about renewed inflation and its harm to portfolios, thanks largely to the US economic recovery, the consensus is this will be...
A robotic future: investing in robotics, automation and AI
COVID-19 has caused the deepest liquidity squeeze since 2006, an unexpected economic shock causing an immediate deterioration in conditions.
Market beta vs. active alpha - looking for a compromise
Passive management is often considered an economical way to get market exposure, with good risk diversification and few surprises beyond what the market...
MDA Feature - 2020 round-up
Managed Discretionary Accounts (MDAs) are a relatively new investment solution available to consumers and financial advisers following recent advances in...
Six must-make changes for 2021
The time seems right to review my investment strategy calls of 2020 and put forward some ideas on the most important action to take before the year comes to a...
The winning formula
In a year when a global pandemic, recession and record-low interest rates took centre stage, a growing number of specialist managers, including many...
Is your portfolio ready for 2021?
This year’s Sohn Hearts & Minds Conference, an annual one-day event that brings the finance and investment community together, saw a select group of...
The time is right for an infrastructure boom, but who will win?
Long-short strategies, which involve giving a fund manager the flexibility to profit when share prices rise or fall, were gaining traction before the pandemic....
A new core for balanced portfolios
It seems to be a rite of passage these days, investment bankers heading out on their own to start asset management businesses. Times are good. So good that the...