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World in motion: AI, tariffs and the indeterminate future of capital
Bentham CIO Richard Quin dissects how tariff shocks, data-starved policy and AI euphoria are colliding to reshape rates, credit and risk, and explains why a...
Strategic realignment and innovation: Investing in China toward 2030
As the world contends with a new era of geopolitical recalibration and economic divergence, China’s evolving strategic posture presents both an opportunity...
Clients want confidence, control – not just returns: Russell
While implementing an investment strategy that dovetails with an investor’s life goals is always critical, new research reveals they place at least as much...
Fixed-interest ETFs supplanting bank hybrids in retail portfolios: AUSIEX
APRA’s decision to draw the curtain on this controversial investment that blends debt and equity might be seven years away, but investors are increasingly...
Biodiversity fund to target high-net-worth investors, family offices
The Kunming-Montreal Global Diversity Framework is to biodiversity what the Paris agreement is to climate change, and local investment firm Skjander aims to...
Advisers investing time and money to protect clients from scammers
Advice firms are on the front line in combatting this nefarious activity that often targets seniors and has cost all Australians nearly $150 million this year...
Investors to benefit from private credit safety net
The global ratings agency Moody’s and the index provider MSCI have joined forces to create a first-of-its-kind solution to help assess risk for this...
Don’t be trumped by the White House’s economic nostrums
Three adviser firms are telling their clients to trust their portfolio structures to ride out the current market volatility largely sparked by a looming trade...
Platforms rise to multi-pronged set of challenges
The advice community is being well-serviced by platforms, according to the research house Investment Trends’ 2024 Platform Competitive Analysis &...
Franked yield bonanza keeps retirees from selling beloved bank stocks
Self-funded retirees understand the capital risk in holding the ‘big four’. It’s one they’re prepared to take knowing their effective grossed-up yields...
Term deposit turn has retirees in two minds as private credit gains steam
With many economists expecting the Reserve Bank to start cutting interest rates in early 2025, returns on term deposits could feel the pinch. Private credit is...
‘Just a little crazy’: SMSF retirees continue to shun fixed interest investments
Institutional investors get it. So do some financial advisers. But for most SMSFs, sovereign and corporate debt is the forgotten asset class – despite the...
SMSF trustees will have to dig deeper to pay for their aged care
The Aged Care Act, achieved with rare political cooperation, will put residential and home care on a more sustainable basis with individuals’ contributions...
Retirement income perceptions bear little relationship to reality
Peoples' notion of how they will fund their retirement habitually downplays the role of social security. Reflecting a lack of understanding about how the...
Power of attorney practices 'inconsistent', and under-served by advisers: Report
A landmark report has uncovered a frightening lack of understanding about a financial enduring power of attorney, with financial advisers surprisingly...
'The Golden Times' launches, covering retirement investing and lifestyle issues for Australians
The Inside Network is launching a new publication aimed at keeping retirement-age Australians informed about investing, with a host of content designed to help...