Market Insights

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Investing for Capital Preservation After the U.S. Election

From the SEC’s money market fund reform to the seismic shift from prime funds to government-only money market funds, change has been a constant for cash and short-term in...

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Growth vs Value: The Case For Growth

Hear from Scott Berg, Portfolio Manager for the T. Rowe Price Global Equity Fund as he provides his view on the growth versus value debate. Scott outlines three big chang...

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Why global real estate?

Chris Bedingfield, Portfolio Manager at Quay Global Investors, discusses global listed real estate. ...

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Active and passive – getting the best of both worlds

The rising popularity of index funds and ETFs has brought with it a step-up in the debate on the merits of passive versus active investing. Often lost in this discussion,...

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Create lifetime relationships with clients through risk profiling

In Sydney? Learn how risk profiling can help create lifetime relationships with clients. Financial Express is hosting a joint event with risk profiling organisation, Fina...

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Client resource: The Benefits of Staying Invested

Investors are more likely to reach their long-term goals if they remain invested and avoid short-term decisions that may take them off course....

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Managing retiree income and cashflow ahead of the pension changes

The 1 January 2017 changes to the Age Pension Assets Test provide an opportune time for advisers to review their clients’ circumstances says George Lytas. ...

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Learning the (investment) lessons of history

How do you help clients find the patience and discipline to invest for the long term with a healthy allocation to equities? Perpetual has scoured fifty years of its histo...

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Global events create opportunities

VIDEO: Tumbling markets throw up opportunities, so investors should be eyeing global banks, European markets and Chinese shares amid the US election’s stock market shake ...

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Why a financial adviser's time is worth more money than ever

It's an old adage, but now more than ever, time is money for both financial advisers and their clients. And with other industries delivering services on demand, prompt se...