Industry Updates

Managed futures returns mixed in 2016, Zenith says

Over the 12 months ending October 31, 2016, returns across Managed Futures and Global Macro/Absolute Return have been mixed, according to Zenith Investment Partners 2016 Managed Futures and Global Macro/Absolute Return Sector Review. The Global Macro/Absolute Return peer group tended to deliver stronger performance. Rodney Sebire, Zenith Head of Alternatives Research, said “Managed Futures produced

From tractors to trading models

When a typical life on the farm didn’t suit, Tonia Sanderson’s talent for analysis and attention to detail led her to a lasting career as a financial planner who earns her clients’ trust. Jo Leggatt writes

D.I.V.O.R.C.E.: spelling out the adviser’s role

Financial planners have an important part to play in determining the value of assets and the best investment strategy after a marriage dissolution. Alexandra Cain writes.

A year in review – as determined by Professional Planner readers

From January through to December, and using the most-read articles on the Professional Planner website as our guide, we look back over the key issues and events of 2016 as they unfolded.

Merry Christmas and Happy New Year to all ‘Professional Planner’ readers

We would like to take this opportunity to wish all of our readers a very Merry Christmas, a Happy New Year and prosperity in 2017 and beyond.

Your Guide to ETF Investing in 2017

2016 will be remembered as the year of unthinkables. From the historic breakups of Britain and the EU and Brad and Angelina, to the surprise victories of the Cronulla Sharks and Donald Trump. Dismal as it may seem, there is still something to celebrate in the local exchange traded products (ETP) market. Attached is SSGA’s

He needed his father’s business just when it needed him

Just when David Favero was looking for new challenges, industry-wide changes made new blood and new ideas a must for the family business. Jo Leggatt writes.

No shortcuts to good content but there is a path to follow

In the age of marketing overload, it’s a relentless challenge to compose engaging content that stands out; here are some basic principles that can make a difference. Anthony O’Brien explains.

CIPRs to get much-needed ‘MyRetirement’ rebrand

A clumsily named policy push to force all superannuation funds to offer default members a comprehensive income product for retirement (CIPR) is set to be re-branded. Dan Purves writes.

AMP Capital’s outlook for real assets in 2017

AMP Capital expects global investor demand for real assets to continue to strengthen in 2017, with a number of themes set to influence the sector. AMP Capital is one of the world’s most experienced real estate and infrastructure managers, with capabilities including infrastructure equity, infrastructure debt, listed infrastructure, listed real estate and direct real estate.

BetaShares November Australian ETF Review

The Australian exchange traded fund industry reached a new record of $24.6 billion in funds under management (FUM) in November, as investors traded heavily in response to the U.S. election, according to the BetaShares Australian ETF Review – November 2016. Industry FUM grew by 2.3% (or $564 million) in November, with asset value appreciation representing

Standards body must carefully navigate crucial voyage

Turning around the industry isn’t exactly like turning around a 350-metre cruise ship but there are some similarities; shifting direction and getting people to think and behave in new ways takes skill and careful navigation. Simon Hoyle writes.

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