Investors watch out- high volatility will make a comeback says Instreet

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March witnessed a dramatic fall in equity market volatility compared to the first two months of 2016. However, don’t expect the lower levels of volatility to continue says George Lucas, managing... Read more continue reading

Scones or croissants? Brexit: The route to exit and key risks

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“I am not a British isolationist. I don’t just want a better deal for Britain. I want a better deal for Europe too.” —David Cameron, 2013 In the UK, there... Read more continue reading

Perennial urges advisers to focus on active value investing with strong dividend and capital protection focus

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On the eve of its national adviser roadshow presentation in Newcastle, NSW, Perennial Value Management (Perennial) says domestic and international economic indicators support a strong case for active value investing... Read more continue reading

It’s official: Unlisted property is #1 asset class

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Charter Hall Group has announced its Direct Property business continues to deliver market leading returns for investors with its funds holding five of the top 10 ranked positions in the Property... Read more continue reading

Central bank intervention poses challenges for global fixed income funds says Zenith

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Global Fixed Income managers have been challenged to navigate an ever volatile investment landscape due to divergent central bank policy and dislocations in global high yield, according to Andrew Yap,... Read more continue reading

BlackRock Investment Institute capital market outlook

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The BlackRock Investment Institute says its five-year return assumptions for equities and bonds are near post-financial crisis lows, in its latest “capital market assumptions” report. BII capital market assumptions cover... Read more continue reading

RIAA’s Responsible Investment Certification Program re-launches and welcomes its first ever Certification of whole superannuation funds

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Responding to the surging consumer interest in responsible and ethical investments, RIAA has announced the re-launch of its Responsible Investment Certification Program – a tool designed to help consumers and... Read more continue reading

The Davis difference…a truly global approach

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Earlier this month, two investment professionals from Davis Advisors (Davis) visited Australia and presented to a number of financial advisers. Peter Sackmann, Director and member of the Portfolio Review Committee,... Read more continue reading

Strategies to survive a bear market – Part II

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In Strategies to survive a bear market – Part I we looked at the benefits of long/short equity strategies to ride out market turbulence. In the second part of this series,... Read more continue reading

Diversifying Australian portfolios may be easier than you think

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At the annual Portfolio Construction Forum in Sydney this week, the discussion in the presentations, on the panels and in the corridors was lively, as usual. One of my key... Read more continue reading