| Showing 11 to 20 of 58 articles: JULIAN BIGGINS | FRIDAY, 31 MAY 2024 What is alternative real estate and what are the key factors driving increasing investor demand? Read more INNOVA ASSET MANAGEMENT | TUESDAY, 23 APR 2024 Given that most advisers would hear the term 'alpha' in relation to managed funds, let's focus on that particular investment product and consider the dangers of just paying attention to, or chasing naïve alpha. Read more JONATHAN HUBBARD , BENOIT ANNE , BRAD RUTAN | WEDNESDAY, 27 MAR 2024 As 2024 progresses, there are several key themes that will likely influence the macroeconomic and capital markets environment. Last year, US economic growth rebounded and inflation waned, while Europe and several emerging markets countries struggled ... Read more CLYDE ROSSOUW | WEDNESDAY, 14 FEB 2024 A handful of global companies have provided outsized returns this year, creating both risks and opportunities. Sometimes, the best businesses don't make the best investment cases. Read more WESTERN ASSET MANAGEMENT | MONDAY, 27 NOV 2023 With bonds offering the most attractive yields in nearly 15 years, this could be an ideal time for investors to reconsider their allocations to fixed income. Given today's investment environments of higher rates, lower inflation and the Federal Reserve ... Read more BRENT BEVAN | MONDAY, 11 SEP 2023 The turbulent market conditions that have prevailed in the 2020s have proved the worth of managed accounts - but what more can they deliver to advisers? Read more MITCHELL HEALEY | FRIDAY, 25 AUG 2023 Unpacking the potential of separately managed accounts. Read more KIERAN ROONEY | THURSDAY, 27 JUL 2023 The purpose of this paper is to demonstrate that bonds can act as a preserver of value in portfolios during times of economic or financial stress. Read more BETASHARES | WEDNESDAY, 24 MAY 2023 While we cannot control what happens in the market, we can control the process we take when constructing our investment portfolios. Read more |
Latest News
GDG sales hit record as FUM grows 29%
Generation Development Group (GDG) reported stronger funds under management (FUM) across its wealth business in the September quarter, led by record investment-bond sales at Generation Life despite more cautious investor and adviser activity.
Magellan sheds name, enters new focus as Barrenjoey
Magellan Financial Group will retire its name and rebrand to Barrenjoey Capital Partners, as the newly combined group heightens its focus on investment banking, institutional sales, trading and execution services.
Wealthy investors keep cash despite market optimism
Australia's high-net-worth investors remain optimistic about market returns but are retaining significant cash holdings as interest rates, inflation and policy uncertainty complicate investment decisions.
MA Financial locks down flagship private credit fund, shutters another
MA Financial has now suspended all redemptions and applications to its MA Secured Loan Series Fund and will also wind up the MA Secured Real Estate Income Fund.
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On the horizon
MICHAEL TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.


















