“Even the best pilots can’t control turbulence”, believes Lonsec chief investment officer Nathan Lim, indicating a need for advisers to hold defensive assets in client po...
Global fund managers are the most bullish they have been in more than two years, the latest Bank of America manager survey has shown....
JPMAM has identified five key sources of diversification to complement traditional 60/40 stock-bond allocations and combat the impacts of macroeconomic shocks....
Two Schroders investment executives have emphasised the value of active management amid a volatile backdrop, citing the ability to move between asset classes as key to at...
A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....
T. Rowe Price remains neutral on Australia in its multi-asset portfolios as it believes there are still risks to its earnings outlook and further rate increases from the ...
Money Management is pleased to launch a new white paper focused on portfolio construction with exclusive commentary from seven asset managers....
With the belief that markets are oscillating between fragility and resilience, the investment manager has outlined three themes it expects to see in the third quarter of ...
Amid market volatility, wealth managers have been prioritising portfolio mix resilience for their high-net-worth clients to fortify long-term value over quick returns, ac...
Despite the early-year rebound in the equities market and expectations of an easing in monetary policy conditions, equities and long-term bonds remain out of favour with ...
J.P. Morgan Asset Management is “warming up” to going back to equities after holding an underweight position and would strengthen this position if there is a signal infla...
The speed and aggressiveness of central bank hikes is concerning State Street Global Advisors as it believes the world is on the brink of overtightening and 2023 will con...
Monetary tightening and China’s policy shift away from COVID zero could translate to Australia avoiding a recession in 2023, VanEck suggests. ...
The global investment management firm has released its latest asset allocation report, remaining cautious on future earnings expectations in Australia ...
State Street Corporation and the International Forum of Sovereign Wealth Funds have released a report detailing the shift away from risky assets by large institutional in...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....