Adviser news & insights
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31 Aug 2018
August Market Overview
In her monthly review, Julia discusses banks repricing their morgage books and shares her insights on which sectors are under pressure given recent political risk.
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26 Jul 2018
July Market Overview
In her monthly review, Julia shares her insights on which stocks are well placed ahead of the reporting season and which sectors are overweight.
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25 Jul 2018
Artificial Intelligence leads the way
In time, Artificial Intelligence will impact most parts of the sharemarket, including healthcare, media, entertainment, retail and more.
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27 Jun 2018
June Market Overview: another year of positive gains
Julia shares her insights on how the Australian sharemarket performed this financial year and which stocks gained more than 200%.
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22 Jun 2018
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.
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21 Jun 2018
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.
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29 May 2018
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.
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26 Apr 2018
April Market Overview
Julia shares her insights on why the current environment is a sweet spot for equities and which sectors are outperforming.
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28 Mar 2018
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.
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27 Mar 2018
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.
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26 Mar 2018
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.