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.
Australians hold within their portfolios less than half as many bond allocations as their OECD peers. This proportion is even smaller – in the low single digits – for Australian self-managed super fund portfolios. Have we missed something? Or are our investment needs simply different to the rest of the world’s?
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.
Michael Salvay of investment manager Payden & Rygel recently pointed out “it used to be easy to understand bonds – you know, just coupons and maturity”.
The federal government’s recent Budget announcement brought with it some particularly significant news for lenders and advisers. From 2035, the official retirement age will be 70 years old, meaning those born after 1965 will have to wait an extra five years to receive the aged pension.
With uncertainty over the prospects for global equity and fixed income markets, many advisers are considering how they go about constructing portfolios to meet the new investment environment.
With a growing number of advisers asking; “What should I do with my clients’ defensive or fixed interest exposure?” Zenith Investment Partners’ David Wright takes a look at what fund managers are doing to ease adviser concerns.
The research house have long held an importance position in the Australian retail advice industry, however, emerging pressures may see an end to this trend, writes Greg Bright, publisher of InvestorStrategyNews.com.
How will the increasing popularity in self-managed super funds affect the wider wealth community? InvestorStrategyNews publisher, Greg Bright, explains.
Pengana Director & CEO, Russel Pillemer discusses how to construct portfolios that are better at preserving or protecting client capital.
No More Practice Education Pty Ltd
Level 1, 10 Shelley Street, Sydney NSW 2000
