All Articles tagged with 'asset allocation'

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What asset class now?

From Fidelity Worldwide Investment

“Investors need to be careful before rushing into fixed income assets to escape equity market volatility,” cautioned Andrew Wells, Global Chief Investment Officer, Fixed Income, Investment Solutions and Real Estate

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25 Jun 2012

Advisers seek to preserve capital but see no magic bullets for investor returns

From Wealthtrac

Independent superannuation and investment platform provider Wealthtrac, has said that a recent survey of its member advisers found that the gross majority had changed their clients’ asset allocation in the

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21 Jun 2012

Asset allocation: strategic or tactical?

From Richard Skelt- Fidelity Worldwide Investment

Asset allocation has never been more important than in this post-financial crisis period. The focus has shifted from beating benchmarks to the requirement that liabilities are met. Determining a sensible

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18 Jun 2012

What’s the best asset allocation for 2012?

From Fidelity Worldwide Investment

We are experiencing a second round of the global financial crisis, says Trevor Greetham, Director of Asset Allocation at Fidelity Worldwide Investment. The first round was caused when banks and

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12 Jan 2012

Tyndall appoints national key account manager

From Tyndall Investments

Tyndall Investments has appointed Mr Aaron Russell to the role of national key account manager, based in Sydney. Mr Russell will be responsible for building and maintaining relationships with financial

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22 Mar 2011

Investment Outlook for 2011 from Fidelity’s portfolio managers around the globe

From Fidelity Investment Managers

Decoupling of emerging markets from the developed world is likely to dominate 2011 Bullish for emerging market equities and commodities ASSET ALLOCATION Trevor Greetham, Director of Asset Allocation Growth among

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15 Dec 2010

Global markets unlikely to recover to historical norms: hedged global bonds offer great value says PIMCO

From PIMCO Australia

PIMCO has challenged conventional mean reversion assumptions due to deleveraging of private sector balance sheets, re-regulation, and slower growth coming from large developed nations Much of the developed world is

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01 Dec 2010

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]