CPD: The case for managed futures

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During certain periods of time, managed futures can capture upward and downward trends in traditional markets; this has made this asset class a popular ‘alternative’ investment for financial advisers looking for assets that are uncorrelated with the traditional equities, bonds and property. Grant Samuel Funds Management (GSFM) has recently partnered with Man Group to offer […]

CPD: Choose your own retirement

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Successive governments have pushed out the age at which Australians can access superannuation and aged pension benefits, which for many, delays the age at which they can retire. In this article, Centuria Capital examines the need for retirement savings and looks at investment strategies outside of superannuation that could fund an early retirement. Up there […]

CPD: Looking​ ​ahead – ​planning​ ​for​ ​“what’s​ ​next” ​​in​ ​advice​ ​tech

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Ignition​ ​Wealth’s​ ​Richard​ ​Liverpool​ ​looks​ ​at​ ​the​ ​future​ ​of​ ​advice​ ​tech​ ​and​ ​how​ ​advisers​ ​can ensure​ ​they​ ​stay​ ​ahead​ ​of​ ​the​ ​curve​ ​when​ ​it​ ​comes​ ​to​ ​new​ ​solutions. Technology​ ​is​ ​constantly​ ​evolving​ ​and​ ​financial​ ​advice​ ​tech​ ​is​ ​no​ ​different. ​​There​ ​are​ ​myriad solutions​ ​available​ ​and​ ​it​ ​can​ ​be​ ​challenging​ ​to​ ​keep​ ​up​ ​to​ ​date​ ​with​ […]

CPD: The Asian century

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In December 2006, at the London School of Economics Asia Forum, former Indian PM Manmohan Singh said[1]: “The most important development, I believe, of the 21st century will be the rise of Asia. China has already trebled its share of world GDP over the past two decades and India has doubled it. Both these giant […]

CPD: Australia, the lucky country (or is it?)

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Has Australia dodged another recession bullet? Since 2012, one of Australia’s biggest economic threats has been the collapse in mining investment. It was the associated capex boom pre- and post-GFC that sustained Australia’s economic performance. But as projects came to an end in 2012, there was an expected drag on that performance. Enter the Reserve […]

CPD: Managing interest rate risk with an absolute return approach – For Professional Financial Advisers Only

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Objective assessment As key global central banks tentatively turn toward monetary policy normalisation, the prospect of a prolonged period of rising interest rates has left some investors questioning the merits of retaining an exposure to fixed income. Investors concerned about the potential for rising interest rates could consider an absolute return approach to bond investing […]

CPD: Independence Day – how advisers are recapturing the advice industry

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Consolidation may well be the current watchword in the advice industry, but that doesn’t mean ‘independent’ advisers aren’t making their mark. Supported by expert licensing and related guidance, new admin and advice technology and a desire to realign their businesses more closely with client needs, many advisers are looking at the choices and freedom offered […]

CPD: Believe and understand your WHY

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Successful businesses tell their market why they are in business, how they do business and what they do – in that order. This is contrary to most marketing approaches. Drawing on the work of American author, speaker and marketing consultant Simon Sinek, DomaCom explores how this approach to marketing can benefit advice practices. Every organisation […]

CPD: Tech is the new macro – impacting all three components of return on equity

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The rapid expansion and implementation of technological innovation has become a key factor in the behaviour of the economy and capital markets. In this article, New York-based Epoch Investment Partners, manager of the Grant Samuel Epoch Global Equity Shareholder Yield Funds, explores how tech has become the new macro. This is the first in a […]

CPD: Forward view for Australian equities and LICs

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Forward view for Australian equities and LICs This is the second in a series by Ross Barker, Managing Director of Australian Foundation Investment Company (AFIC), looking at features affecting Australian equities and listed investment companies (LICs). While part one followed the trajectory of performance in the Australian share market, part two looks at local and […]