retail investors

Funds management

Downside protection through no direction

Although investors may be unfamiliar with managed futures, a lack of directional bias can offer protection on the downside, says Aspect Capital chief executive Anthony To...

Editorial

Fixed interest strategies find favour as equities lose their lustre

While equities no longer have the appeal they had prior to the financial crisis, sophisticated fixed interest strategies are springing up in their wake....

Editorial

Is it time investors embraced risk with a fixed interest allocation?

Increasing a client’s exposure to risk may start with a fixed income allocation, but the asset class is now fraught with complexity. Janine Mace explains....

Financial planning

Inflation is 'number one enemy' for retirees: Doug Turek

Inflation is the "number one enemy" for retirees, according to Professional Wealth managing director Doug Turek - but it can be effectively countered with inflation-linke...

Financial planning

ASIC caution on external risk consultants

ASIC promises more reviews of managed funds risk practices, citing concerns about over-use of external risk consultants....

Financial planning

Apostle launches Dundas offering

Apostle Asset Management this week confirmed the launch of its new product into the market - the Apostle Dundas Global Equity Fund....

Editorial

Investing when the markets are dysfunctional

It is no surprise investors and financial advisers are confused in what has become a dysfunctional economic and investment environment, according to Dominic McCormick....

Financial planning

Maurice Blackburn opens up NAB class action

The law firm Maurice Blackburn has invited investors who held National Australia Bank shares between 1 January 2008 and 25 July 2008 to join a class action against the ba...

Editorial

WHK profit down 42 per cent

WHK Group has posted a net profit after tax of $10.2 million for the 2011-12 financial year - down from $17.8 in the previous financial year....

Editorial

It all adds up

Markets are still riding rocky terrain, and investors aiming to cut costs on fees are steering their assets towards index funds. Janine Mace reports. ...

Editorial

Managing the risky business of advice

Using questionnaires to determine an investment strategy is often frowned upon by both local and international regulators. As Paul Resnik explains, financial advisers wil...

Editorial

Will falling interest rates bring back investors?

The fundamentals are good, the performance is there, and the sector has turned over a new leaf, but investors are still gun-shy. Will falling interest rates finally make ...