In Focus

In Focus

Into the light: Tech enabled accountants take the next step in client relationships

Automating tasks and employing cognitive thinking over mechanical data input has opened up a whole new relationship opportunity for accountants and their financial advice partners to give clients advice at critical times.

Jessica SierApril 23, 2021

In Focus

Rebalancing portfolios at speed: The Covid experience

The pandemic-induced market turmoil of early 2020 offered a remarkable insight into how model portfolios rapidly rebalance, protect investors and use agility to take advantage of fast, and often unexpected rebounds.

Jessica SierNovember 27, 2020

In Focus

Time to be smart about yield

Instead of switching around holdings to generate yield, which can in turn introduce more risk, a total-return investing approach can automatically rebalance portfolio assets while supplementing income for retirees.

Jessica SierFebruary 4, 2020

In Focus

Active versus passive: Look beyond the binary

Aussie equity portfolios may suffer if investors take sides in the active versus index debate. With no shortage of options available, building a balanced portfolio is about more than picking sides.

Tahn SharpeDecember 10, 2019

In Focus

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

In Focus

Investing at a crossroads: Post QE and the new era of sustainability

New York-based portfolio manager Steve Wreford looks on the other side of quantitative easing to a world where infrastructure and themes relating to sustainability will reign supreme.

Jessica SierAugust 26, 2019

In Focus

Navigating investment risk

Investment risks are ever-present, but so are the risks associated with not understanding our own behavioural biases. Both are equally important for investors, particularly around retirement.

Jessica SierApril 11, 2019

In Focus

Resilient growth opportunities in global equities

Pockets of growth and respite from investment risk can be found in opportunities within individual companies for intrepid investors despite the macro themes.

Jessica SierApril 5, 2019

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