Adviser news & insights
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Australian equities portfolio design: Why a second opinion can be a game changer for advisers
Traditionally advisers have had limited options for sourcing stock ideas when building Australian direct equities portfolios, but custom solutions are now available to support advisers with an unbiased independent view on stock selection and holistic portfolio design.
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Earnings Season Outlook - August 2024
This reporting season is set to be one of the biggest in years as we analyse how listed companies on the ASX fared the high interest rate, sticky inflationary environment of FY24. Despite some key inflation drivers easing throughout the last financial year, companies have had to adapt to the idea of ‘higher rates for longer’ as the RBA is struggling to tackle key sticky inflation drivers like housing prices, services inflation, wages, retail spend and unemployment. What this has meant for companies is higher costs to wear or pass onto customers, thus eating at margins amid a decreased demand environment for some key sectors.
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The new financial year: an investor and SMSF checklist
The turn of a new financial year is a good time for individual investors and self-managed super fund (SMSF) members, with their adviser’s help, to get on the front foot for the opportunities and obligations that lie ahead. Here is a checklist of tasks, reminders and key dates as we move into financial year 2024-25.
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EOFY check-in: 3 steps you can take before 30 June
With the new financial year fast approaching, now is the time to review your portfolio and be raedy for the year ahead.
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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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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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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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2023 Sector Review
As we head into the final month of 2023, it’s time to look back at how the sectors on the ASX performed throughout the year and look ahead to the outlook for 2024. Where are the buy ratings? Are some companies overvalued in the current market environment? Inflation, interest rates, China’s economic recovery and geopolitical events have really weighed on the sectors this year, some for the better and others for worse. Let’s dive into how some of the key ASX sectors have performed in 2023.
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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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Cash may be king, but income investing could just be the Queen
With belts tightening and uncertain economic conditions ahead, investors are increasingly asking advisers about new ways to boost their income. If you’re thinking about adjusting how you view your clients’ share portfolios with an income lens, there are some important filters to keep in mind (and a few stock ideas to consider).
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Building Aussie equity portfolios - tips and insights on stock selection
In the quest to achieve a client's investment objectives, advisers know selecting the right mix of assets is paramount. AssureInvest Director Andrew Doherty provides a deep dive into his firm’s investment philosophy, strategy and best practice principles, shedding light on the crucial factors that determine success.
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Do your business partners meet the 3 criteria to support your success?
The self-licencing trend has made the success of adviser businesses more closely tied to how well their service providers deliver. Desktop Broker’s Head of Distribution Tim Sparks explains how advisers need to choose business partners, not service providers, to achieve success and sleep at night.