The adviser’s guide to investment megatrends

Megatrends are broadly considered to be the structural shifts that will shape investment markets and drive returns for the next decade, at least.

Fads, on the other hand, are characterised by large, short-term bursts of outperformance, followed by steep, rapid declines.

Problematically, for the first year or two, a short-term fad and a megatrend can look identical, which is why Professional Planner, in partnership with Global X, has put together this guide to help advisers discern between the two and learn more about the trends and themes that are expected to drive growth in portfolios for many years to come.

We hope you find this guide educational, insightful and useful.

CE/CPD points available here

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‘Permanent capital’ behind Ironbark’s choice of Merchant in $256m deal

‘Permanent capital’ behind Ironbark’s choice of Merchant in $256m deal

Merchant Wealth Partners’ $255.9 million investment in Ironbark Financial Group – its biggest investment in a wealth management business outside its US home market – underlines the rude health of the Australian financial advice sector. Ironbark executive chair Chris Larsen says the investment will power the local firm’s acquisition, technology and AI strategy.

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