Perennial Value calls inflection point on return to value stocks
Market evidence has mounted for a return to value-based investing, with various indicators showing global and domestic economies have reached an inflection point where so-called ‘expensive defensive’ and growth stocks may continue to weaken. This is the view of leading equities manager Perennial Value (Perennial). John Murray, Perennial Value managing director said value investment has
December 01, 2016
Lonsec issues ‘Recommended(Index)’ rating on BetaShares Australian Ex-20 Portfolio Diversifier ETF
BetaShares, a leading manager of exchange-traded products, has been awarded a ‘Recommended(Index)’ rating from Lonsec for its Australian Ex-20 Portfolio Diversifier ETF (ASX: EX20) Launched in October, EX20 provides exposure to approximately 180 stocks listed on the Australian Securities Exchange, ranked from number 21 to number 200, based on their market capitalisation. By excluding the
December 01, 2016
Robo Advice: Leverage efficiencies while enhancing the value of personal guidance
Technology is fast evolving the landscape of our industry. One such example, and relatively new in practice, is robo advice – where financial advice providers focus on creating a technology-driven relationship directly with investors. Robo advice leverages client information and algorithms to build and manage automated portfolio allocation and investment recommendations tailored to individual clients.
December 01, 2016
Standards body structure paves way for ‘hand back’ to industry
As a Commonwealth company, the new standards body will operate independently of government, but could end up in the industry’s hands. Simon Hoyle reports.
December 01, 2016
Warning to property investors: you’re trapped in a bubble
When it comes to real estate, you shouldn’t listen to developers on whether or not a crisis looms. We are facing a convergence of two facts that mean one thing: bubble. Roger Montgomery writes.
December 01, 2016
The fixed income conundrum: diversification, or hidden risk?
Diversification is a key component of strong portfolios but Dan Miles says the October bond market sell-off is a timely reminder that underlying risk factors transcend asset class labels.
December 01, 2016
Concentrated funds best in Iinternational shares sector – Zenith
International Shares funds with a concentrated approach outperformed their more diversified counterparts for the 12-months ending 30 September 2016 according to Zenith Investment Partners International Shares Sector Review released this week. 70% of concentrated funds (defined as funds which hold less than 75 stocks) outperformed the MSCI World ex-Australia Index in $A, whilst only 55%
November 30, 2016
Zenith upgrades Pan-Tribal Global Equity Fund
Following its recent ‘International Shares – Global (Unhedged)’ sector review, research house Zenith Investment Partners (Zenith) has upgraded the Pan- Tribal Global Equity Fund to ‘Recommended’. The release of Zenith’s International Shares – Global (Unhedged) sector review coincided with the Pan-Tribal Global Equity Fund’s second anniversary. The research house has followed the Fund’s progress during
November 30, 2016
New integration between Class Portfolio and Stockspot
Class announces a new integration between Class Portfolio, its investment accounting and reporting solution for non-SMSF portfolios, and Stockspot, Australia’s leading automated investment adviser and fund manager. The new integration delivers a powerful tax reporting solution to Stockspot clients as well as accountants and advisers in the Stockspot Partner Programme. It provides a daily, up
November 30, 2016
Embracing technology key to attracting millennials
Financial services businesses that focus on boosting consumer engagement by embracing digital innovation such as mobile meeting rooms will represent the next generation of customer service, according to Ian Dunbar, CEO of fintech SuiteBox, with several financial advisory firms recently signing up to use its virtual meeting room tool in Australia and New Zealand. Ian
November 30, 2016
Lonsec adds AB Managed Volatility Equities Fund to model portfolios as volatility outlook hardens
Global asset manager AllianceBernstein (AB) said today that market support for its AB Managed Volatility Equities Fund continues to grow, with the addition of the Fund to the core model portfolios of investment research house Lonsec. “We’re delighted with this development, which recognizes the excellent performance of the Fund since inception and reflects strong confidence
November 30, 2016
How elite golfers could help financial planners
The best golfers inherently play with a slightly defensive mindset, and deploying the same approach to financial planning could lead to some great results. Simon Hoyle reports.
November 30, 2016
