85 articles from
'Bonds are back': Advisers shifting clients into fixed income as inflation persists
Financial planners have already started rolling their clients towards fixed income and defensive assets, a panel has heard, as high interest rates and...
Once maligned, derivatives shine as investors rethink volatility
Derivatives should not be a "dirty word" for investors looking for better returns, capital protection and diversification at a time when volatility and higher...
Eyeing end of rate rises, Thinktank sees cause for optimism
Ongoing volatility is linked to uncertainty over interest rates, which appears likely to be nearing an end, the non-bank property lending specialist said....
Credit primes as a defensive stalwart in higher-for-longer environment
As the impacts of rising interest rates continue flowing through the economy, credit remains one of the most reliable and attractive ways to add defensiveness...
Opportunity awaits agile investors in 'new regime': BlackRock
Rapid economic and geopolitical changes have led to a new investment regime in the latter half of 2023, according to the BlackRock Investment Institute....
For advice practices, getting the tech right is key to the bottom line
Financial advice practices will find it harder to grow and scale their businesses in an increasingly tech-driven world if they aren't making smart technology...
Super tax break costs misrepresented: Mercer
The idea that superannuation tax concessions are costing the government more than the Age Pension is based on bad analysis, according to Mercer, which found...
90% of FPA, AFA members have renewed with FAAA since merger
Of the 8,946 practitioner advisers who belonged to either industry group before their April merger, 8,093 have renewed their membership with the merged entity....
Earnings outlook murky after mixed reporting season cards: Analysts
Despite continuing strong economic data for Australia, markets have forecast significant earnings downgrades, and results have been mixed so far. But a main...
Analysts make the case for exposure timing and structured correlation
As an ever-more-connected world makes it harder to deliver uncorrelated portfolios, there are still strategies investors can use to add diversification....
Process over performance with high conviction: Claremont Global's Bob Desmond
Focussing on a concentrated portfolio of quality and growing stocks can expose investors to strong profit growth and some of the best companies in the world,...
Post-zero rate lending market opens the path for non-bank lenders
Despite facing rising interest rates, a higher cost of capital and concerns about their borrowing base, non-bank lenders have made their place in the...
Howard Marks on market dislocation and remarkable credit opportunities
The legendary investor says we're in the midst of the third major shift he's seen in his 50-year career, as a decades-long low-interest-rate environment shifts...
FSC maps out alternative super spending path for retirees
The Financial Services Council commissioned the Retirement Income Policy Roadmap to help the superannuation system put greater emphasis on the drawdown phase....
Soft landing harder to find as economy proves resilient to inflation
Signs of rising economic optimism in Australia don't change the narrative on the risk of recession, with chances remaining high for a deep downturn in...
'Adapt or fail': 16pc of asset managers to vanish by 2027: PwC
While PwC expects the asset and wealth management sector to see a rebound in assets under management by 2027, it predicts a vastly changed landscape in which...