VOLATILITY

Expert Analysis

Risk targeted investing’s approach to changing market conditions combines realism and preparedness, taking the pressure off advisers and their clients, writes Tony Edward...

Funds management

An annual systemic risk barometer survey has outlined the most significant threats to the financial services ecosystem in the coming year....

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Financial planning

Articulating your investment philosophy and reiterating experience are among ways which advisers can reassure panicked clients seeking to adjust their portfolios in volat...

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Funds management

Investors need to be prepared to actively manage rising volatility as markets are facing significant uncertainty as a number of macroeconomic themes collide, according to...

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Financial planning

This year advisers will have help clients manage the impact of market events on their portfolios and position for what could be a very turbulent year, Lifespan Financial ...

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Funds management

The 2021 ‘Evergreen Consultants Long Term Expected Returns Framework’ report expects inflation to reset moderately higher at 2.25% over the medium to longer term while Au...

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Funds management

Turnover reached 83% in the Pengana Global Small Companies fund as the management sought to reduce risk and take advantage of market opportunities....

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Funds management

Contrary to claims that they exacerbated market movements, exchange traded funds provided stability and liquidity during last year’s market downturn, according to Millima...

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Funds management

As there is insufficient liquidity in markets to compensate for the volatility, investors should look to owning some longer dated government bonds and other high-yielding...

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Funds management

Synonymous with lower returns, it is not impossible for volatility-averse funds to outperform in the Australian equities sector, according to data....

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Funds management

Magellan chief investment officer Hamish Douglass has outlined how the firm is preparing in expectation of a win for Democratic presidential nominee Joe Biden. ...

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Funds management

Investors should consider increasing their equities allocation to the technology sector as a means of dealing with heightened uncertainty and the likely increased market ...

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Tools & guides

In a world of both extreme volatility and low interest rates, investors are struggling to find a defensive place to put their assets, writes Arnaud Brillois....

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Funds management

Australian financial professionals expect indices to fall over 12% and most say their biggest challenge is keeping up with changing regulation, according to Natixis IM. ...

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Funds management

Global stockmarkets are continuing to rally despite worldwide volatility, indicating it is being driven by stock-specific factors than macro activity. ...

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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 3 days ago

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

4 weeks 1 day 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. ...

1 week 2 days 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. ...

4 days 19 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 23 hours ago