Adviser news & insights
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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.
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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.
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January overview & reporting season
Julia shares her insights on investing in the current bull market and getting ready for the upcoming reporting season.
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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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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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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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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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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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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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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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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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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.