John Dyall Head of Investment Research, Rainmaker Information Pty Ltd There's a joke that has one fish swimming past another fish and asking: How's the water? The other fish replies: What the hell is water? That's a question many of us would answer if it was asked about ... When I was younger I used to enjoy a good argument, or at least what I thought passed for one. Now I like to present information based on good data and have the audience make up their own minds on what ... No-one in their right mind would invest purely in a single asset class. Most people are invested in what is called a "balanced" portfolio that contains 60-70% of their assets in equities. "Balanced" is ... One of the key ingredients to reality television is kicking out characters at the end of each episode. It's a fast-track way for the program to renew itself on a weekly basis. The same thing should be ... The SPIVA scorecard on active funds in the US is out, courtesy of S&P Dow Jones Indices. Unless you are an index manager, it's not pretty. For the ninth year in a row the majority of large-cap US ... There's a secret hiding in plain sight, and it's the fact that around 80 per cent of actively managed Australian and international equities products have betas of less than one. On the face of it that ... Managed funds performance tables tell a story, but it's a partial story. There's a lot they leave out. And to be fair managed funds are complicated beasts. Take for example your typical Australian equities ... Out of all the mysteries in the world performance fees charged by investment managers must rank right up there. Performance fees are what some products charge on top of regular base management fees. The ... For all the good and challenging thought in the investment industry it has its fair share of opinion pieces and marketing collateral that look important on face value, but when you dig a little deeper ... Investing through actively managed unit trusts has long been the backbone of retail investing in Australia. But it's going through a tough time. At a rough estimate, 4% of funds under management physically ... Traditional fixed income used to be the most boring of asset classes. Sure, there were some funny concepts to get your head around - like the fact that capital values went down when interest rates went ... Traditional ... When people buy equities they are buying more than part ownership of a company. They are buying multiple sources of return: Dividends, retained earnings and changes in the valuation of the company. Understanding ... When ... |
| | JAMIE WILLIAMSON, KANIKA SOOD Madison Financial Group is set to be owned by Clime Investment Management, after a share sale deed was signed yesterday, as first reported by Financial Standard early this morning. | ELIZABETH MCARTHUR The Financial Planning Association of Australia (FPA) wants a professional registration for individual advisers to replace the current system. | | | KANIKA SOOD, JAMIE WILLIAMSON The much-anticipated sale of Madison Financial Group was finalised Tuesday evening, with the buyer paying about $5 million, Financial Standard understands. | ELIZABETH MCARTHUR There are some bright spots in the market for financial advice jobs, according to Kaizen Recruitment, despite over 1000 advisers leaving the industry since the start of 2020 and only about 50 joining. |
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