All Articles tagged with 'investment'

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The optionality of cash

In our industry, a fund manager caught holding large proportions of cash in his portfolio invariably invites a tough line of questioning regarding his fees: “How could you justify charging

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12 Nov 2012

Investment cycles and why they matter

From Shane Oliver - AMP chief economist

This edition of Oliver’s Insights looks at the importance of cycles to investors. The key points are as follows: Cyclical fluctuations in investment returns are particularly important for investors. Most

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31 Oct 2012

Currency “wars” and the potential impacts of developed market QE

From Threadneedle Investments

Investors should expect greater volatility in foreign exchange markets as the ‘beggar thy neighbour’ approach of quantitative easing across the developed world triggers economic, political and social consequences for developing

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16 Oct 2012

Prolonged market volatility triggering innovation in investing

From Principal Global Investors

A new study released today by CREATE-Research and commissioned by Principal Global Investors finds continued market volatility has sidelined conventional investment wisdom. Therefore, innovation is essential in exploring new ways

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05 Oct 2012

Adviser appetite for international funds on the rise

From Zurich Financial Services Australia

Zurich’s investment business in Australia has released survey results that found the overwhelming majority of advisers are expecting positive returns in international markets in the next 12 months. The survey

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26 Sep 2012

Tough trading times for business

From Craig James - Commsec

There was a further easing in economy-wide spending in August after temporary stimulus boosted spending in May and June. After sliding 5.4 per cent in seasonally adjusted terms in July,

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21 Sep 2012

Richard Borysiewicz joins Swita Investment Management

From Swita Investment Management

Swita Investment Management has appointed Richard Borysiewicz to the newly created position of Director of Strategy and Distribution. Founded in 2009, Swita Investment Management is a boutique investment manager that

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19 Sep 2012

Reserve Bank holds fire… for now

From Craig James - Commsec

The Reserve Bank Board has left the official cash rate at 3.50 per cent for the third straight month. The variable housing rate is applying modest stimulus to the economy

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05 Sep 2012

Barrage of economic data

From Craig James - Commsec

There is a barrage of economic data coming out… Retail trade: Retail spending fell by a surprising 0.8 per cent in July after lifting by 1.2 per cent in June.

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04 Sep 2012

CIOs’ sentiment returns to positive in September quarter

From FSC - Financial Services Council

The Chief Investment Officer Index released today by the Financial Services Council (FSC) shows CIO sentiment is improving, but remains weak. The overall rating of CIO sentiment is five for

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31 Aug 2012

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CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]