Investment

Time to come clean: Upstart calls out platform conflicts

The head of WealthO2 is reproaching platform providers for accepting shelf fees and taking a cut on cash accounts. Advisers aren’t the only ones that need to strip out conflicts, she reckons.

Tahn SharpeSeptember 12, 2019

Investment

Now is the time to be a contrarian investor: Allan Gray

Finding conviction in an unloved stock is a “difficult manoeuvre”, according to Julian Morrison from contrarian fund manager Allan Gray, which counts AMP among its active positions.

Jessica SierSeptember 11, 2019

Investment

The super industry’s drive for scale: Who benefits?

The argument that bigger fund leads to better returns is mixed and is largely dependent on liquidity and opportunity size. The evidence on the benefits of scale is not encouraging so far.

Michael KolloSeptember 9, 2019

Investment

Advice in the 2020s about empathy, not information

Values needs to move from the periphery to the focal point, because when it comes to information provision the machines have got advisers beat according to Tassos Stassopoulos.

Tahn SharpeSeptember 4, 2019

Debt & Fixed Income

Global risk a ‘sobering picture’: Shyam-Sunder

There's no framework for understanding the risks in current global financial markets, according to the World Bank Group's chief risk officer who gave a sobering speech in Sydney on Tuesday.

Amanda WhiteSeptember 3, 2019

Investment

Future Fund’s Neal: ‘environment remains challenging’

Despite volatile conditions, Australia’s sovereign wealth fund has delivered a strong annual return of 11.5 per cent as its assets climbed to $162.5 billion at the end of the financial year.

Elizabeth FryAugust 29, 2019

Investment

Investors need to know: Portfolios are set to fail

The second in a two-part series on market risk and asset allocation, Dominic McCormick looks at how advisers can respond if their clients are invested in portfolios that are set to fail.

Dominic McCormickAugust 28, 2019

Investment

Many portfolios are set to fail

In the first in a two-part series of articles, Dominic McCormick argues advisers aren't doing their jobs if they're not calling into question existing portfolio construction approaches.

Dominic McCormickAugust 26, 2019

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Investment

Investment

Time to come clean: Upstart calls out platform conflicts

Investment

Now is the time to be a contrarian investor: Allan Gray

Investment

The super industry’s drive for scale: Who benefits?

Investment

Advice in the 2020s about empathy, not information

Investment

Future Fund’s Neal: ‘environment remains challenging’

Investment

Investors need to know: Portfolios are set to fail

Investment

Many portfolios are set to fail

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