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DIVERSIFICATION
Funds management
The competitive position of active managers is weakening and they will be unable to compete with passive players unless they diversify their product range, according to M...
Financial planning
The wealth management sector is bucking the global trend of declining M&A and two industry-specific factors could mean it sees a further uptick in 2025, according to Delo...
Funds management
Two investment professionals have underscored to advisers why integrating a broad range of fixed income exposures in client portfolios is critical for optimal returns. ...
Expert Analysis
There are multiple reasons for advisers to consider an allocation to gold when building client portfolios beyond its diversification purposes, writes Jean-Baptiste Bertho...
Expert Analysis
Private credit was the asset class of 2023 and the re-activation of the IPO markets should be a strong signal for the year ahead, writes Andrew Martin....
Funds management
JPMAM has identified five key sources of diversification to complement traditional 60/40 stock-bond allocations and combat the impacts of macroeconomic shocks....
Features
While more suited to a specific cohort of investors, alternatives are continuing to see a marked rise this year as an advantageous diversifier generating resilient return...
Funds management
The ETF provider has launched the Australia ex Financial & Resources ETF, offering a way for investors to diversify their Australian equity exposure away from the major p...
Tools & guides
There are ways for smart beta multi-factor strategies to help improve portfolio diversification and offer benefits for investors, explains Mike Aked....
Funds management
Now is the time for investors to review their portfolios and consider a greater degree of diversification such as alternatives for income and growth, according to J.P. Mo...
Funds management
Diversifying strategies are paying off for many investors, however more than a third of investors using investment grade credit and 40% of hedge fund investors are “not s...
Funds management
Sam Twidale, manager of the DNR Capital Australian Emerging Companies fund, has been repositioning the portfolio in light of COVID-19, with small-cap equities unlikely to...
Funds management
Investors should try to avoid knee-jerk reactions when it comes to the coronavirus which is currently the number one threat to financial markets, according to deVere Grou...
Funds management
As the US/China trade war continued during 2019, a focus on equities outside of China has helped emerging market funds avoid risk....
Expert Analysis
The basic premise of investing is simple – diversify, diversify, diversify. And with factor investing offering the additional premise of higher returns and lower risk in ...
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MARKET INSIGHTS
Podcast
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....