 LOUIS CROUS | FRIDAY, 6 MAR 2020 Most investors appreciate the role of fixed income in a diversified portfolio> That is, steady income streams, lower volatility, and protection against falls in equity values during periods of market stress. However, by the end of January 2020, the ... Read more  BETASHARES | THURSDAY, 6 FEB 2020 This paper examines the key differences between traditional, actively managed funds (managed funds) and exchange-traded funds (ETFs), and highlights how these differences can affect investors. Read more  PETER PONTIKIS | MONDAY, 9 DEC 2019 In this whitepaper, Peter Pontikis discusses what the next decade will look like in practical terms. Read more  BCA RESEARCH | TUESDAY, 26 NOV 2019 This paper outlines the cyclical (six to 12 months) bearish outlook for assets within BCA Research's team. Read more BCA RESEARCH | FRIDAY, 22 NOV 2019 BCA Research has been the market's leading source for independent global macro research for 70 year. Occasionally, this independence has resulted in strongly diverging views. Today, two views on the cyclical (six to 12 months) outlook for assets ... Read more  JOHN SORRELL | FRIDAY, 13 SEP 2019 During and after the global financial crisis, the prices of residential mortgage-backed securities (RMBS) were quite severely impacted; however, since then they are once again proving popular with investors. So, just how risky are they in the current ... Read more  ROBERT STEWART | THURSDAY, 5 SEP 2019 A market neutral strategy should provide meaningful diversifying benefits for investors given the expected low correlation to the underlying equities market. Read more  STEPHEN WOOD | FRIDAY, 30 AUG 2019 An initial public offering (IPO) typically presents a snapshot of a business as it prepares to list. There is usually a 'proforma' profit and loss and balance sheet, which means that the accounts are not what actually existed just prior to I ... Read more |
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
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