ASSET ALLOCATION

Funds management

The global financial crisis (GFC) shifted the conversation from just chasing returns on investments to managing risk. ...

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People & Products

Investment management firm PIMCO has appointed Dr Laura Ryan as vice president, client analytics....

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Funds management

Traditional asset allocation models are no longer guaranteed to perform in the current economic climate and should be abandoned in favour of models that use alternative a...

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News

Profitable investing in the post-Global Financial Crisis (GFC) environment requires far more than simple good luck or good management. Instead, a new paper by AMP Capital...

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News

The boom is over: long live the boom. A greying developed world, China’s slowdown and the faltering performance of the BRICS (Brazil, Russia, India, China and South Afric...

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Funds management

The market or economic cycle can be an investor’s best friend or worst enemy. How can asset allocation help financial planners, wealth managers and other investors take a...

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Life/Risk

Asset allocation may have fallen out of favour prior to the GFC, but it is now critical to investment returns. That is the key finding of a new report from AMP Capital, w...

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News

Remember the halcyon period prior to the global financial crisis (GFC), when nearly all asset classes showed strong returns and choosing the right investment manager made...

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Funds management

CAER has signed an agreement with the Australian National University to provide it with ESG ratings and reports...

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Funds management

Planners have been cautioned about objective-based and lifecycle funds stating they may venture into risky assets that ignore investor’s particular needs....

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Editorial

While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...

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Editorial

Central banks have enjoyed an extended period of almost unquestioned power, perhaps because there is no reasonable alternative, Dominic McCormick writes....

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Superannuation

Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....

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Editorial

Acknowledging that there is never a ‘one-size-fits-all’ strategy for investment, Tanya Debakhapouve explains how different investment approaches better lend themselves to...

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Superannuation

The latest Australian Prudential Regulation Authority (APRA) data showed life insurance net profit after tax stood at $2.7 billion, with super making up a huge chunk....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 15 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 6 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago