Australian equities

Australia’s missed opportunity

Our financial services industry is punching above its weight compared to other global players, but has this success at home caused us to become complacent when chasing opportunities offshore?

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Looking to protect the downside

The recent volatility in equity markets should serve as an opportunity for financial advisors to assess the resilience of their clients’ investment portfolios against future market downturns.

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Looking For Opportunity

This week on The Investment Series, we watch Maria Cook, an investor who is looking to build opportunity in her investment portfolio. We have provided you with a brief overview of opportunistic investments or growth investments as they are sometimes referred, and how they generally operate within a clients portfolio.

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Cut Time, Not Corners with a Multi-Manager Model

With the industry upheaval following the global financial crisis (GFC), increasing fee pressures and new legislation, multi-manager funds have evolved for a new reality and advisers are taking a fresh look. For fund managers now there is a greater focus on new investment strategies and absolute returns that meet the clients’ objective.

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Go Global For Dividends

If you think dividends are just an Australian phenomenon, think again. Around the world, dividends are expected to grow.

Australians seeking dividends often see little need to invest overseas. Why should they, when companies at home offer generous distributions and franking credits? That approach has paid off in recent years. But it is not perfect.

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WHAT AN INTERNET FORUM TAUGHT ME ABOUT OUR INDUSTRY

If you’re looking for truly unvarnished opinions on life’s issues go and visit an internet forum.

Recently I visited the financial section of one of Australia’s largest web forums. In the aftermath of the most recent scandal to rock the financial services industry it made for sobering reading. Again the industry was suffering a broad brush beating. Some truthful media reports about one section of the industry were fuelling some big misconceptions about the whole industry.

 

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