Adviser news & insights
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Insights 12 Apr 2024
Geared for success: Borrowing to accelerate investment returns - benefits and risks
Borrowing funds (margin lending) to increase your investing capacity can be a powerful wealth creation tool. Margin lending is a gearing strategy that may suit informed and experienced investors seeking to accelerate portfolio growth and magnify potential returns.
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Insights 6 Mar 2024
Cost of living squeeze hits ASX: Margin contraction, China’s impact emerge as key themes
February 2024’s Reporting Season unearthed some key themes, trends and surprising results that caused mixed reactions among investors for the first half of FY24. Across the board, there were more broker downgrades than upgrades for companies, as less than half of Aussie-listed companies that reported beat expectations.
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Insights 31 Jan 2024
Beyond the numbers: Sector outlook for 2024
As we move into the new year for 2024 on the back of a strong rally both locally and international markets, it’s important to dive into the outlook for key sectors and assess factors that may impact their valuations.
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Insights 14 Dec 2023
2023 Sector Review
As we head into the final month of 2023, it’s time to look back at how the sectors on the ASX performed throughout the year and look ahead to the outlook for 2024. Where are the buy ratings? Are some companies overvalued in the current market environment? Inflation, interest rates, China’s economic recovery and geopolitical events have really weighed on the sectors this year, some for the better and others for worse. Let’s dive into how some of the key ASX sectors have performed in 2023.
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Insights 28 Aug 2023
Over-diversification: How much is too much?
“Diversification is the only free lunch” said Harry Markowitz, but is there such a thing as too much diversification. We explore the fundamental components of diversification and the key elements to consider in planning and building a well-constructed diversified portfolio.
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Insights 31 Jul 2023
Cash may be king, but income investing could just be the Queen
With belts tightening and uncertain economic conditions ahead, investors are increasingly asking advisers about new ways to boost their income. If you’re thinking about adjusting how you view your clients’ share portfolios with an income lens, there are some important filters to keep in mind (and a few stock ideas to consider).
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Insights 21 Jun 2023
Building Aussie equity portfolios - tips and insights on stock selection
In the quest to achieve a client's investment objectives, advisers know selecting the right mix of assets is paramount. AssureInvest Director Andrew Doherty provides a deep dive into his firm’s investment philosophy, strategy and best practice principles, shedding light on the crucial factors that determine success.
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Insights 2 Dec 2022
Do your business partners meet the 3 criteria to support your success?
The self-licencing trend has made the success of adviser businesses more closely tied to how well their service providers deliver. Desktop Broker’s Head of Distribution Tim Sparks explains how advisers need to choose business partners, not service providers, to achieve success and sleep at night.
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Insights 4 Nov 2022
Transaction pending: Back to the future of advice
The days when financial advisers had hundreds, if not thousands, of inactive clients are gone but, in the emerging profession, transactional advice is set to make a comeback, says Bell Direct & Desktop Broker’s Chief Executive Officer, Arnie Selvarajah.
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Insights 11 Oct 2022
What you need to know about how investment markets impact adviser business models
Advice business models are evolving, fuelled by the changing economic conditions, according to Desktop Broker’s Head of Distribution Tim Sparks.
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Insights 13 Sep 2022
IPOs of 2022: 4 outperformers, 2 flops and 1 to look out for in the future
Following a record year for IPOs globally in 2021, with 3,022 new listings around the world raising US$601.2bn in total, is 2022 on the way to set another IPO record or are investors nervous about allocating money to market debutants amid rising uncertainty?
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Insights 7 Sep 2022
Shopping list in 2022: milk, bread, eggs and a side of inflation
Inflation, is the word of the moment in 2022. As consumers and investors, we are living with the highest inflation rate since June 2009 just after the global financial crisis (GFC).