Research

Research

New portfolio construction rules are in play: Investment experts

Private equity will play a more prominent role in the construction of portfolios, with characteristics of traditional defensive asset classes put to the test and volatility becoming a feature of public markets.

Tahn SharpeSeptember 1, 2020

Research

ESG: The next level of thinking for advisers

Latent demand for ESG investing has grown in line with greater awareness of global challenges, client facing advisers have found. However, challenges relating to measurement and categorisation still require some thinking, a panel of experts has raised.

Sarah RundallAugust 26, 2020

Research

Investment hubris a handicap in pandemic era

Humility will be key for investors in navigating the pandemic markets era, a panel has heard. The biggest mistake now is to presuppose that yesterday’s metrics and tools will work tomorrow.

Tahn SharpeAugust 3, 2020

Research

Fate of investment consultants in advisers’ hands

Institutional asset consultants like JANA will fancy their chances muscling in on more thinly resourced investment consultants but relationships advisers have with this group will determine whether many 'fall by the wayside'.

Matthew SmithMay 6, 2020

Research

Dividend cull sparks retirement income rethink

With the sanctity of franking credits and now bank dividends under threat, there are no sacred cows for retirees anymore. Some old and some new ways to generate income are emerging, and advisers are being called upon to assess them.

Tahn SharpeMay 5, 2020

Research

15 super funds on SuperRatings ‘priority’ list

The prominent super fund researcher will be knocking on doors this week to consider the appropriateness of ratings among certain strategies and products in light of new liquidity concerns.

Matthew SmithApril 22, 2020

Research

Industry super crisis reveals blind spots in APL research

As industry funds scramble to manage a liquidity squeeze, out-of-cycle asset mark-downs and burgeoning cohort risks, the entire chain of responsibility behind APLs and super fund recommendations will come into question.

Tahn SharpeApril 9, 2020

Research

Super funds and illiquid assets: Time of reckoning has arrived

Everyone in the research and investment community knew funds would need to navigate issues relating to their large exposure to illiquid assets at some point, Dominic McCormick writes.

Dominic McCormickApril 7, 2020

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