High quality borrowers and downside protection minimise risk for private credit investors

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It is a myth that only uncreditworthy borrowers who cannot access bank loans will seek private credit financing, and the asset class also attracts quality corporate businesses, says managing director... Read more continue reading

Financial Services marketing is broken: new study reveals marketing and legal/compliance are perpetually at odds

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New research has highlighted the continuing tensions between the legal/compliance and marketing teams across the financial services sector, in no small part made worse by archaic approval processes for marketing... Read more continue reading

Vanguard 2023 Index Chart: History proves markets have always risen in the long run

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Vanguard has launched its 22nd annual Index Chart plotting the performance of major asset classes over the last 30 years, affirming that despite significant downturns, markets typically trend upwards over time.... Read more continue reading

Sovereign debt market demands clear transition to renewables

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Governments that perform poorly in managing climate change transition may encounter difficulty finding investors to buy their sovereign debt, that is the finding of a research paper by global bond... Read more continue reading

Practical strategies to mitigate inflation risk on retirement incomes

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Find out how financial advisers are helping their retiree and pre-retiree clients navigate continuing high inflation and volatile markets, with our digital whitepaper. Garnering extensive media coverage, the whitepaper –... Read more continue reading

How financial advisers are combating inflation

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Building robust inflation defences into client portfolios is a key consideration of advisers in the current climate. That’s according to a new report by the leading digital platform for financial... Read more continue reading

New research reveals financial advisers’ shift towards demonstrating value beyond asset allocation

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Financial advisers are placing a strong emphasis on proving their value beyond asset allocation as their primary development focus in the near future. This key finding stems from the recent... Read more continue reading

A focus on engagement to deepen understanding of risk: Report

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Engagement with corporate and sovereign bond issuers, new strategy launches and efforts to encourage academic research on the effects of incorporating environmental considerations into investment are among initiatives described in... Read more continue reading

The case for bonds 

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Evergreen Consultants has released what they believe to be an important new white paper entitled “The Case for Bonds”. The paper, written by Senior Consultant, Kieran Rooney, considers 120 years... Read more continue reading

Australians want more ways to generate income in retirement

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Australians are increasingly relying on income from super and other investments to fund their retirement. While many may turn to the familiarity of shares and term deposits, a new report... Read more continue reading