Top articles
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Australian equities portfolio design: Why a second opinion can be a game changer for advisers
Insights 12th August 2024 -
The new financial year: an investor and SMSF checklist
Insights 13th June 2024 -
EOFY check-in: 3 steps you can take before 30 June
Insights 17th May 2024
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Insights 12 Apr 2024
Geared for success: Borrowing to accelerate investment returns - benefits and risks
Borrowing funds (margin lending) to increase your investing capacity can be a powerful wealth creation tool. Margin lending is a gearing strategy that may suit informed and experienced investors seeking to accelerate portfolio growth and magnify potential returns.
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Insights 6 Mar 2024
Cost of living squeeze hits ASX: Margin contraction, China’s impact emerge as key themes
February 2024’s Reporting Season unearthed some key themes, trends and surprising results that caused mixed reactions among investors for the first half of FY24. Across the board, there were more broker downgrades than upgrades for companies, as less than half of Aussie-listed companies that reported beat expectations.
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Insights 31 Jan 2024
Beyond the numbers: Sector outlook for 2024
As we move into the new year for 2024 on the back of a strong rally both locally and international markets, it’s important to dive into the outlook for key sectors and assess factors that may impact their valuations.
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Insights 28 Aug 2023
Over-diversification: How much is too much?
“Diversification is the only free lunch” said Harry Markowitz, but is there such a thing as too much diversification. We explore the fundamental components of diversification and the key elements to consider in planning and building a well-constructed diversified portfolio.
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Insights 4 Nov 2022
Transaction pending: Back to the future of advice
The days when financial advisers had hundreds, if not thousands, of inactive clients are gone but, in the emerging profession, transactional advice is set to make a comeback, says Bell Direct & Desktop Broker’s Chief Executive Officer, Arnie Selvarajah.