Thursday 19th November 2020
INSight #41 with Luke Smith from Ausbil
Luke Smith from Ausbil shares insights on what will be the most powerful theme for commodities in 2021.
Market snapback likely to be 'short-lived', short positions warranted: Sage
With bad news priced in, long-short manager Sean Fenton is positive on returns.
Lifecycle super funds not aligned with investment mandates: APRA
Superannuation funds are more commonly offering 'lifecycle' investment options that adjust with a saver's age. But a recent paper by the superannuation...
Negative real yields positive for gold
Sentiment is shifting in the discussion about the outlook for gold. The view that the gold price will continue to weaken, as it has done for much of this year,...
The quiet giant of private markets: why secondaries are gaining ground
For advisers building private equity allocations, secondaries offer liquidity, faster deployment and a more diversified starting point.
Seven soft skills financial advisers need to develop as client expectations rise
From behavioural coaching to difficult conversations, this article explores the seven human skills that increasingly separate good advisers from great ones.
AI isn’t coming for your job. It's coming for your mind
Perhaps in the future the people who thrive won’t be those who use AI most, but those who can still think without it.
Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions