Montgomery global funds both receive ‘Recommended’ Zenith rating
Montgomery Investment Management (Montgomery) is pleased to announce that Zenith Investment Partners has initiated coverage of the Montgomery global range of funds and awarded each a ‘Recommended’ rating following its 2016 International Shares Review. Montgomery offers two global strategies – the Montgomery Global Fund is a long-only global equities product and the Montaka Global Access
December 15, 2016
US market correction may be imminent: Pitcher Partners
Pitcher Partners’ David Lane has cautioned that a the US Federal Reserve has changed its tone on inflation and borrowing costs, and that could spell a correction for equities markets. “While we were not surprised to see that the US Federal Reserve has increased official cash rates, we were surprised about the change in tone
December 15, 2016
The profession reflects: 2016 – the year in review
The year 2016 may be looked back upon as the year in which the foundations for a financial planning profession were finally put in place. Professional Planner asked the experts for the opinions on the year’s dominant themes.
December 15, 2016
Advisers must know new super system’s limits
It will be important for professional advisers to help clients with pension transfer limits in the lead-up to July 1, 2017, when the new super system commences, Max Newnham writes.
December 14, 2016
Tick, tick, tick: Is there a debt bomb set to explode?
Low interest rates have encouraged Australians to build up record levels of debt – but should we be worried? Jon Shaw takes a look and finds some disturbing signs.
December 14, 2016
Aligning the five pillars of a successful retirement plan
Industry, government, consumer and academic experts at the Committee for Sustainable Retirement Incomes Leadership Forum discussed the key components of adequate retirement solutions.
December 14, 2016
Access appropriate tools for simple estate planning
While estate planning is increasingly necessary for most Australians, meeting those estate planning needs usually requires simple solutions, especially for older Australians, says Matt Walsh, General Manager Life & Super at Australian Unity. “Estate planning can be a minefield, exposing older Australians to legal commitments they are unused to, or do not fully understand, and
December 13, 2016
Three dominant trends are shaping advice around the world
It makes little difference where advice businesses are located, BlackRock global head of retail Rob Fairbairn says – they cannot hide from the same three interlinked forces of change.
December 13, 2016
Conexus Superannuation Awards – 2017 finalists announced
The shortlist for the Conexus Financial Superannuation Awards 2017 is out. All of the winners will be unveiled at a black-tie event at the Ivy, Sydney, in March.
December 13, 2016
Investment industry needs to move from performance-driven to purpose-driven culture: State Street/CFA Institute
Latest research published by the Center for Applied Research (CAR), the independent think-tank of State Street Corporation (NYSE: STT), and the CFA Institute, argues that to succeed, the investment industry and its professionals need to move from a performance-driven culture to one that is purpose-driven to better ensure clients’ long-term goals are met. The research,
December 12, 2016
How Australian super funds can maximise returns from emerging markets
The US fund manager Parametric has drawn up a five-point checklist to assist superannuation funds targeting returns from emerging market equities. Parametric’s Australian Managing Director, Research, Raewyn Williams, says super funds need to keep the best and avoid the worst of active and passive emerging market investment strategies, and this checklist, based on a number
December 12, 2016
Leading asset manager asks, ‘Is there a chance of an emerging market crisis under the Trump Presidency?’
Following the U.S. election, the dollar strengthened against many currencies while emerging markets experienced periods of tightening liquidity and volatility. Richard Lawrence, Senior Vice President, Portfolio Management at Brandywine Global Investment Management, says the emerging market selloff is a knee-jerk reaction to the election results. Lawrence said, “We still like what we are seeing in
December 12, 2016
