Value investing’s time to shine near as ‘old growth’ runs its course
Buying value stocks doesn’t mean buying low-growth stocks. Nathan Bell explains that 'value' simply means buying at a discount to minimise the chance of loss.
August 17, 2016
What’s next? Maybe more than you can possibly imagine
As NASA begins to explore Jupiter, Dixon concludes that robo-advice isn’t driven by exactly the same spirit of adventure as the Vikings were, but there are parallels throughout human history.
August 17, 2016
Schroders’ highly successful Real Return strategy now available on the ASX
Leading global investment manager Schroders has today launched its first direct-to-consumer managed fund on the ASX, bringing its highly successful multi-asset real return strategy to a broader range of Australian investors. The Schroder Real Return Fund (Managed Fund) ASX:GROW is based on Schroders’ successful Real Return CPI Plus 5% fund – which at 31 July
August 16, 2016
Search for yield pays dividends for Aussie equities and currency
The Australian market has seen an increased inflow of capital as global investors search for yield in the current low interest rate environment, says George Lucas, managing director Instreet Investments. “With the amount of debt in negative yield now at a staggering $13 trillion, it is no wonder that the main driving force for equities
August 16, 2016
Outsourcing by IFAs Set to Jump
Independent financial advisors (IFAs) in the United Kingdom will outsource the investment management of a larger share of assets in 2017, with regulation being one of the key drivers of the growth, according to the latest issue of The Cerulli Edge – Europe Edition. Research conducted by global analytics firm Cerulli Associates, in partnership with Investment
August 15, 2016
Acorns to bring Found Money rewards program to Australia
Investment start-up app Acorns today announced that it will launch its rewards program, ‘Found Money’, in Australia later this year. The program, currently available to US-based Acorns customers, invests money directly into users’ Acorns investment accounts when they make purchases with Found Money partners. Acorns users receive cash deposits of either a set-dollar amount or
August 15, 2016
DNR Capital High Conviction Australian Equities Fund ‘Recommended’ by Zenith
Australian equity specialist DNR Capital has announced that the DNR Capital Australian Equities High Conviction Fund has been awarded a “RECOMMENDED” rating by Zenith, only 12 months after the fund was launched. The fund is based on the successful 14-year track record of the DNR Capital Australian Equities High Conviction strategy that was previously only
August 15, 2016
Antipodes Global LIC opens to retail investors
Antipodes Global Investment Company Limited (ASX: APL) – the first listed investment company (LIC) managed by Antipodes Partners Limited (Antipodes Partners) – officially opened to Australian and New Zealand investors today. The initial public offering (IPO or Offer) is seeking to raise up to $220 million, with the ability to accept an additional $110 million
August 15, 2016
Author of her own destiny wants to see more female planners
This planner didn’t think much of her maths ability and thought English was her strong suit, but found she was actually “pretty good” at numbers while completing a law degree. Jo Leggatt writes.
August 15, 2016
Think before you act when it comes to your marketing
In the age of social media, apps, blogs and 24/7 news, having a marketing strategy is more important than ever. Anthony O’Brien writes that it’s not okay to “just do stuff” when it comes to marketing.
August 15, 2016
The financial planner’s guide to new education standards
New educational, professional and ethical standards are coming. Their precise impact will depend on whether you’re an existing or a new financial planner, as Dante De Gori explains.
August 15, 2016
MLC adds 56 new investment options to diverse menu
MLC has today officially announced the addition of 56 investment options to the MLC Wrap and MLC Navigator investment menus. The new investment options provide Financial Planners with additional high quality managed funds to choose from when building their client investment portfolios. Kathy Vincent, General Manager Retail Super and Investment Platforms at MLC said that
August 12, 2016
