While typically considered benign, passive index investing can come with unintended consequences.
While typically considered benign, passive index investing can come with unintended consequences.
With the end of the financial year, it’s a good time to take a deep breath and refocus on everything else you need to do in an advice business and plan for how you want to manage things in the year ahead.
Financial advisers come in many shapes and sizes with various approaches and value propositions to suit their clients and business goals. Yet, all share typical dynamics. Beyond the need to be profitable enough to survive, they need to:
The Future Fund has started 2023 with continued calls for a reassessment of how investors manage money in a way that's more relevant to current and prospective market conditions. The voices of CEO Raphael Arndt and Chairman Peter Costello are amplified by the considerable authority and accountability of the fund's almost $200 billion under management. They provide vital leadership during this time of dramatic cyclical change and uncertainty.
The renowned value investor and GMO co-founder, Jeremy Grantham, has stated that the US market is now in the fourth superbubble of the last hundred years.
Allan Gray has added Dynamic Asset Managed Account Portfolios to its Solutions Platform, encompassing Allan Gray Superannuation, Retirement (pension) and Investments (IDPS).
There are tremendous benefits available to financial advisers and their clients by linking portfolio management directly to client goals.
Today's extraordinarily challenging market conditions have heightened investor uncertainty. High inflation is set to remain for the foreseeable future, following a downward trend over the last three decades. Central banks forecast that tightened monetary policy will result in sustained elevated interest rates. These shifts have dramatic implications for traditional asset classes, impacting portfolio risk management.
