DIVERSIFICATION

Funds management

The global investment manager has unveiled two new diversified ETFs on the ASX targeting the next generation of Australian investors....

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....

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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...

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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...

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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...

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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...

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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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 month 4 weeks ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 1 day ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks ago

The exit of co-CIOs Andrew Clifford and Clay Smolinski from Platinum has highlighted key person risk, with Morningstar raising its outflow forecast to 33 per cent of FUM ...

1 month ago