 PETER HARPER | FRIDAY, 11 DEC 2020 Core exposures form the foundation of an investor's portfolio. Key attributes of these exposures are longevity, value and the ability to meet asset allocation objectives. Exchange-traded funds (ETFs) are compelling investment vehicles for core exposures ... Read more  ANGUS GLUSKIE | FRIDAY, 6 NOV 2020 Closed-ended investment entities such as listed investment companies (LICs) or listed investment trusts (LITs) have a fixed capital. When investors seek to reduce their investment in a LIC or LIT, they sell their shares/units on an exchange like the ... Read more  JUSTIN TYLER | THURSDAY, 22 OCT 2020 Benchmarks are commonly used to measure performance. However, this paper explains why this approach may be problematic in fixed income investing and how to track performance and find returns when investing in bonds. Read more  SABIL CHOWDHURY | FRIDAY, 28 AUG 2020 The search for yield is proving to be an endless challenge for investors during the market crisis brought on by the coronavirus (COVID-19) pandemic. Read more  JOHN FLYNN | THURSDAY, 30 JUL 2020 We view the potential for a systemic bank failure due to the coronavirus (COVID-19) economic shock as low. Today's banks are more resilient than in the past, given their robust capital positions and lower risk profile, not to mention supportive ... Read more  ANDREW LOCKHART | THURSDAY, 16 JUL 2020 Australian investors are currently facing a conundrum when it comes to their asset allocation. With low rates and persistently low growth, finding reliable sources of return is becoming an increasingly difficult task. Read more  JULIAN HOWARD | FRIDAY, 5 JUN 2020 Markets have for some time now been largely ignoring fundamentals. This remains the case even as coronavirus (COVID-19) threatens a deep depression. In our opinion, not all market sectors will benefit equally from perpetual policy response. Read more SABIL CHOWDHURY | FRIDAY, 8 MAY 2020 In finance textbooks, academics assume that investors act rationally when making investment decisions. However, in practice, investors are not fully rational. This is especially true during market crises such as the severe volatility and uncertainty ... Read more  SETH WEINGRAM | FRIDAY, 1 MAY 2020 A major challenge facing advisers in responding to coronavirus (COVID-19) news-flow is a lack of systematic research to guide decision- making after surprise geopolitical events, such as epidemics. 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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