Acting in a client’s best interests is something we all want – and expect – from our service providers. It underpins good service, professionalism and ethical behaviour. The interplay between those factors is explored in this article, part of the Ethics Series proudly sponsored by GSFM. According to ASIC, the best interests duty and related... Read more
29
Nov
2021
This summer China launched a new policy regime, which escalates government steerage of the economy and features two critical initiatives. This article, from one of GSFM’s manager partners Epoch Investment Partners, discusses these policies in detail and outlines what it might mean for investors. There are two initiatives introduced by China earlier this year. First,... Read more
26
Nov
2021
The concept of diversification has long underpinned modern portfolio theory and the widely adopted 60/40 approach to portfolio construction. At its most basic, this approach allocates 60 percent to growth investments and 40 percent to defensive assets; the latter is largely comprised of fixed income exposure. The allocation to growth and defensive assets is nuanced... Read more
22
Nov
2021
Get a broom, then Google yourself The comprehensive digitalisation of our lives is yesterday’s news. Businesses across all sectors have been irreversibly reshaped, as consumers around the world use digital channels to research, interact with, and buy from brands from food to fashion to financial services. But whilst the majority of financial advisers got the... Read more
18
Nov
2021
Introduction As the ageing of our population continues to accelerate, the shortcomings of our national retirement incomes policy framework become magnified. A historically disproportionate focus by policy makers and product providers on the accumulation – rather than decumulation – phase of retirement savings, combined with entrenched cultural beliefs about the sanctity of home ownership, have... Read more
17
Nov
2021
The Responsible Investing context On a global level, the increasing focus of individuals, governments, and businesses, on acting ethically and sustainably has been well documented. This focus has manifested itself across many aspects of society, including government policy, business operations, and institutional and individual investment behaviours, fuelling growth in the responsible investment sector that has... Read more
16
Nov
2021
The upsurge in listed products continues unabated as the share market bull-run continues. The number of active ETF launches has been especially high, resulting in a commensurate increase in the number of investors – and financial advisers – using listed securities and products in diversified portfolios. This article, proudly sponsored by GSFM, examines some of... Read more
11
Nov
2021
The most recent reporting season affirmed how the global COVID-19 pandemic impacted businesses and sectors in different ways and as expected, announcements of dividend payments for the next 12 months will likely be back in line, or ahead of, those that paid pre-COVID. Max Cappetta, CEO of GSFM investment partner Redpoint Investment Management discusses the... Read more
04
Nov
2021
This article from PAN-Tribal Asset Management is the final of a three part series exploring the investment case for listed private equity. In the first of the series, listed public companies are compared with private companies and the role of private equity is examined. The second article examined the types of private equity investments. This final... Read more
01
Nov
2021
Since its introduction to the Australian market over 20 years ago, trauma (aka crisis or critical illness) cover has become an important part of the life insurance product universe. Designed to pay a lump sum in the event that the life insured suffers a traumatic illness or injury, the trauma cover claim rate is second... Read more
25
Oct
2021
0 comments