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From GSFM

William Priest, CFA – CEO, Co-CIO and Portfolio Manager at Epoch Investment Partners, Inc. (Epoch) provides his insights on why the current market environment may be detrimental for passive investors.... Read more continue reading

27 Oct 2015

Why it isn’t a case of active vs passive

From Bennelong Funds Management

The investment marketplace in Australia is characterised by preference debates, where adherents of one school of thought battle it out with those of another – think property versus shares, domestic... Read more continue reading

26 Oct 2015

Fractionalised property investing

Welcome to the third in the series of papers addressing an alternate method of building property into portfolios. (Read part one here and part two here). This paper takes an... Read more continue reading

12 Oct 2015

What happened to global inflation?

From Quay Global Investors - a Bennelong Funds Management boutique

“The U.S. inflation in the first half of the year was probably ‘‘markedly lower’ than reported, but policymakers are unlikely to set interest rates incorrectly as a result, according to... Read more continue reading

21 Sep 2015

Alternatives prove their value to weather volatile markets, says Man Group

Recent market volatility has reinforced the role of alternative investments in providing investors with a diversification tool to improve the risk and reward characteristics of their portfolios, according to leading... Read more continue reading

15 Sep 2015

Equal weight defies August volatility

Equity managers and investors fearful of straying too far from their S&P/ASX 200 benchmark have been caught asleep at the wheel by August’s 8% fall and extreme volatility. The flight... Read more continue reading

14 Sep 2015

Play the long game in small caps: IML

From IML - Investors Mutual Limited

Investors Mutual Limited (IML) has urged investors and their advisers to shift their thinking when it comes to allocating small caps. Rather than just adding growth to a portfolio, as... Read more continue reading

11 Sep 2015

INVAST Australia launches unique thematic investing product

From INVAST Securities

Invast Australia has announced the launch of its unique thematic investing product, which enables investors to select from a range of professionally constructed thematic portfolios across local and international stocks... Read more continue reading

10 Sep 2015

Corporate profits – Can the US go it alone?

US corporate profits have been going sideways since 2013, with both domestic receipts (share of profits emanating from US) and foreign receipts (share of profits emanating from the rest of... Read more continue reading

07 Sep 2015

The scourge of overconfidence

Leaving in its wake sharp equity market retracements globally, efforts to stem falls and to revalue the currency in China, more commodity price decimation, mediocre earnings results and sharply increasing... Read more continue reading

04 Sep 2015

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CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]