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Global private equity investing: Diversification, done right
By Rachael Lockyer, Head of Australia – MLC Private Equity Nobel prize winner Harry Markowitz famously stated that “the only free lunch in finance is diversification”, because when done properly, diversification has the potential to reduce your overall risk while sacrificing little – if any – long term return. From a private equity
Growing your client base with customised wealth solutions
By Matt Walsh, General Manager Distribution, Praemium High-net-worth (HNW) clients increasingly seek investment solutions that reflect their unique preferences, financial goals, and desire for direct access to a broader range of assets. As competition for HNW clients intensifies, advisers who provide truly personalised investment strategies, incorporating both custodial and non-custodial assets, have a
How can global small to mid-caps benefit investor portfolios?
By Maroun Younes, Portfolio Manager, Fidelity Global Future Leaders strategies Large-cap companies like those in the Magnificent 7 have dominated headlines. But why is taking a position in an asset class like global small to mid-caps beneficial for investors, right now? In the ever-evolving landscape of global investments, the strategic allocation to small and
Money moves – but what does it cost?
By Simon Blyth, FinClear FX has shifted from necessary process to a performance lever central to successful investing in 2025. So what is your FX solution really costing you? Brokers and advisers now operate in a world where they, and their clients, don’t know what headlines they will wake up to – or
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The accuracy imperative: why high-quality data matters
By Ben Taylor, Head of Product, Market Data, Iress One of the biggest technology outages in history, the 2024 Crowdstrike
The predictive power of fees
By Liem Nguyen, Analyst, Morningstar Australia Cost is a key consideration for investors. Morningstar research and academic studies have repeatedly
Amid a tornado of headlines, where does opportunity lie for global investors in 2025?
By Maroun Younes, Portfolio Manager, Fidelity Global Future Leaders strategies There’s never a dull moment in equity markets, and 2025
Fixed Income’s digital leap into new opportunity!
By Emily Boden, Head of Institutional Sales and Relationship Management, Perpetual Digital As sure as death and taxes—modernising a market’s
CSLR blows up
By Michelle Huckel, Policy Manager, SIAA The release of the levy estimate for the CSLR for the Financial Year ending
ASX moves towards a regular cadence of technology releases
By Cardiff Smith, General Manager, Customer and Technical Operations, ASX Australian Securities Exchange (ASX) is spearheading a series of interconnected
Your clients are living in a digital future, adapt or get left behind: The role of technology and innovation in wealth management
By Alin Ungureanu, Chelmer CEO Client expectations and appetite for technology are growing. To remain competitive and successfully navigate the
Drivers of the Australian residential property market
By Evan Hinchliffe, Head of Distribution, HOPE Housing Fund Management Limited Overview Strong tailwinds for the Australian residential property market
HNW advisers leading the way in technology adoption
By Matt Walsh, Head of Private Wealth, Praemium In the rapidly evolving landscape of financial advice, high-net-worth (HNW) focused firms
Capital intensity and return on investment
By Maroun Younes, Fidelity International One of the characteristics investors love about new economy stocks, such as those found in
Helping clients shine: Key tips for choosing gold stocks
By Grady Wulff, Market Analyst, Bell Financial Group Despite a post US election pull back in the price of the
What is momentum investing?
By Hugh Lam, Markets, BetaShares Momentum investing is based on the premise that stocks that have performed well will continue