Volume 13 Number 4

Volume 13 Issue 4

Investment

Blending alpha-seeking, factor and indexing strategies: A new framework (Part one)

JEAN BOIVIN , LISA O'CONNOR , SIMONA PARAVANI-MELLINGHOFF | Comments | FRIDAY, 16 NOV 2018

Blending alpha-seeking and index products has become more challenging as the number of indices has increased and factor strategies have emerged to replicate what was previously alpha. We present a framework ... Blending ... Read more

Emerging debt in a rising interest rate environment

CARL ROSS | Comments | FRIDAY, 31 AUG 2018

As a fixed income asset class with relatively high duration, sovereign emerging debt is sensitive to interest rates. But is there anything else we can say? The yield on a sovereign debt portfolio can ... As ... Read more

How to profit from market myths

ANDREW MACKEN | Comments | FRIDAY, 5 OCT 2018

In 1962, President John F. Kennedy delivered Yale's graduating class of 1962 a piece of advice that all investors should hold dear: "The great enemy of truth is very often not the lie - deliberate ... In ... Read more

Skin in the game

KANIKA SOOD | Comments | MONDAY, 15 OCT 2018

Three men sit huddled together, watching a video that plays on a computer screen in a large-ish empty room. Sounds like a late-night university study session? Only the men are in crisp white shirts ... Read more

Bank greed and latent risks

DAMIEN WOOD | Comments | FRIDAY, 9 NOV 2018

Fish apparently rot from the head down. The chief executives of Australia's big four banks have helped themselves to monster pay rises over the past 20 years. Bank staff were financially motivated to ... Fish ... Read more

Blending alpha-seeking, factor and indexing strategies: A new framework (Part two)

LISA O'CONNOR , SIMONA PARAVANI-MELLINGHOFF | Comments | FRIDAY, 23 NOV 2018

Blending alpha, factors and index Our empirical work can be applied in a variety of contexts, no matter the investor's portfolio construction preference. A few key factors will shape the alpha-seeking ... Blending ... Read more

Why global bonds?

DAVID HOFFMAN , STEPHEN SMITH , THEODORE FETTER | Comments | FRIDAY, 30 NOV 2018

Global bonds: An opportune investment Global bonds are a unique opportunity class that can produce superior returns and provide diverse sources of alpha for a purely domestic bond portfolio. We believe ... Global ... Read more

Investing for the long term: 'Future quality' companies

JAMES KINGHORN | Comments | FRIDAY, 7 DEC 2018

The Nikko Asset Management global equity team philosophy is based on the belief that investing in 'future quality' companies will lead to outperformance over the long term. This paper draws on academic ... The ... Read more

Successful small cap investing

LIAM DONOHUE | Comments | FRIDAY, 14 DEC 2018

The listed Australian small companies' market is known for its significant capital growth, wealth creation and most importantly the fostering of innovative emerging businesses. It is the birthplace of ... The ... Read more

Insurance

Disruption in insurance

DANIEL BIONDI , PAUL CRONIN | Comments | FRIDAY, 14 SEP 2018

Insurance has long been viewed as a relatively stable offering within the financial services sector. Traditionally, people paid their premiums on a regular basis with monies invested for long term gains. Insurance ... Read more

Superannuation

Strategies to reduce your total superannuation balance

JOSEPH CHEUNG , WILLIAM FETTES | Comments | FRIDAY, 28 SEP 2018

An individual's total superannuation balance (TSB) determines many of their superannuation rights and entitlements, such as eligibility to contribute after-tax amounts into superannuation without an ... Read more

Retirement

The role of the age pension in your retirement plan

NATHAN ZAHM , TIMOTHY SMART | Comments | FRIDAY, 12 OCT 2018

For most Australian retirees, the age pension is a meaningful portion of their retirement income, and for all retirees it should be considered as part of the retirement planning process. Two key features ... For ... Read more

Compliance

Everything you need to know about best interests duty

CLAIRE WIVELL PLATER , SONIA CRUZ | Comments | FRIDAY, 19 OCT 2018

There are four things that you need to do after 1 July 2013 when providing personal advice to retail clients - in addition to the disclosure requirements. The four things include (note: the italicised ... There ... Read more

Applied Financial Planning

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Research aims to solve cash conundrum ELIZABETH MCARTHUR With record-low interest rates set to stay in place for some time, Allianz Retire+ has released new research looking at how best to solve the cash conundrum.	Former adviser cops eight-year ban KARREN VERGARA A former ANZ and Infocus Securities financial adviser has been banned for eight years after ASIC found evidence of forgery and falsifying documents.

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No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

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