First, there was the proliferation of managed funds that saw the advent of master trusts. Then a surge in popularity of direct share ownership saw the creation of investment wraps that quickly infiltrated advice practices, promising efficacy and better ... Read more

The prevailing advice for Australian investors looking for investment opportunities in recent years has been to look offshore. Home country bias is particularly prevalent in Australia; self-managed superannuation funds (SMSF's), according to the ... Read more

A new approach to portfolio management Read more

The search for stable, predictable returns in the post-global financial crisis world has led many investors to re-evaluate how and where they find income. In this global quest for yield, there are very few investment markets today that can provide a ... Read more

The increasing popularity of direct ownership structures that have been adopted by a growing number of the Adviser community via managed account platforms has opened the door for many investors to access asset classes which have previously been the ... Read more

At Peters MacGregor we have been running Global Managed Accounts (GMAs) for our clients for the past 16 years. But only now does it seem their benefits are becoming more widely understood in Australia. Managed accounts allow your clients to tailor their ... Read more

In 1982 a group of street performers gathered in Baie Saint-Paul in the province of Quebec and decided to organise a festival that could serve as a forum for the exchange of ideas. Their ideas stemmed from a set of core beliefs; 'to invoke the imagination ... Read more

When we think about investors' behavioural biases we might think of mum and dad investors panicking and selling following sharp market falls, only to miss out on the subsequent rebound. Or worse, then buying in too late, only to set themselves up ... Read more

It is no secret that financial advisers are under increasing pressure to grow their businesses which means focusing on revenue growth and profitability as well as delivering quality financial product advice to their clients in the context of an increasing ... Read more

Australia has been slow to embrace managed accounts despite their roaring success overseas. This white paper explains why and how financial realities since the GFC could change that. Read more