Adviser news & insights
-
What to consider before choosing a managed accounts solution
Managed accounts are gaining popularity, if you’re yet to take the plunge, there are some important considerations before making the final selection.
-
Hidden ‘gems’ in the global small and mid-cap market
Global small and mid-cap (SMID) companies are typically situated in the “sweet spot” of the equities universe in that they may offer higher growth rates than large caps.
-
May Market Overview
Julia shares her insights on where to invest in the second half of the year and which regions of the world are expected to outperform.
-
April Market Overview
Julia shares her insights on why the current environment is a sweet spot for equities and which sectors are outperforming.
-
9 Champion Stocks
Peter Quinton, Head of Research at Bell Potter, covers 9 stocks that should drive superior earnings growth and shareholder value over the coming years.
-
March Market Overview
Julia shares her insights on the negative performance of ASX 200 this month, where to find buying opportunities and which sectors to stay away from.
-
Birth of the hybrid investor
As the new age of investing emerges, advisers are forced to embrace ‘disruption’ and move towards digitalisation. Meet the more engaged and more educated consumer; the ‘hybrid’ investor.
-
February Market Overview
Julia shares her insights on the volatility of the bond market and which stocks will continue to outperform after the reporting season.
-
January overview & reporting season
Julia shares her insights on investing in the current bull market and getting ready for the upcoming reporting season.
-
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.
-
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.