Adviser news & insights
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29 Jan 2018
Why data, analysis and algorithms can resolve retirement contradictions
New approaches built on data, analysis and algorithms can help solve the contradictions of advising people who are effectively strangers to themselves.
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24 Nov 2017
Portfolio strategy in a synchronised world growth & November review
Are double digit gains are a positive sign for traders and how to position your portfolio in a synchronised world growth environment.
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10 Nov 2017
Exclusive interview: Charlie Aitken
As part of our partnership with Livewire, watch this exclusive interview of Charlie Aitken, CIO of AIM Funds. Charlie shares his views on how the investment landscape will evolve and how his fund is positioned, on both the long and the short side.
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1 Nov 2017
Advisers: shape up or ship out
Now that managed accounts are on the scene, they are here to stay. For advisers still unsure about making the switch, now is the time to seriously consider the benefits or be sorely left behind.
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27 Oct 2017
October: best performing month in 2017
Julia shares her insights on the current AGM season with the outlook statements in focus.
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28 Sep 2017
The post-earnings announcement drift (PEAD) effect in September
Does the post-earnings announcement drift (PEAD) effect on the market hold true?
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28 Sep 2017
Should super funds use inflation as a benchmark for retiree returns?
Inflation is an important factor to consider in portfolio construction, but CPI is far from an accurate measure for retirees.
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13 Sep 2017
How to avoid the ETF Trap
The popularity of exchange traded funds (ETFs) continues to grow at a rapid pace. Bell Direct CEO Arnie Selvarajah explains that there are several very good reasons for the rising appetite in ETFs.
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28 Aug 2017
What we saw this reporting season
Julia Lee shares her insights on this earnings season, who the best and worst performers were, as well as an overview of the private health insurance and hospital area.
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28 Aug 2017
How to make rising rates your friend
Most of us expect that interest rates will rise at some stage, so here’s five questions investors considering bonds should be thinking about.
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25 Jul 2017
What to expect this reporting season & July overview
Julia Lee shares her insights on the upcoming reporting season, from double vs. single digit growth expectations, companies in an upgrade cycle and potential gains from the most shorted stocks in the market.
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21 Jul 2017
Why you should own your age in bonds
A rule of thumb coined by John Bogle, founder of global asset manager Vanguard, is that your bond allocation should roughly equal your age. While clearly not an exact science, it demonstrates the increasing need for fixed income as we move through life.