Adviser news & insights
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Insights 14 Feb 2020
Buy Hold Sell – 5 high growth ex-20 stocks
In this Buy Hold Sell episode hosted by Jessica Amir, we’ve invited Roger Montgomery of Montgomery Investment Management and James Gerrish of Shaw and Partners to opine on whether punters are making a mistake with 3 of the most traded mid-caps (based on Bell Direct trading data) among retail investors and to serve up their 2 best growth ideas in this area.
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Insights 15 Jan 2020
Outlook for shares in 2020
According to the Chinese zodiac, 2020 is the Year of the Rat – a creature seen as a sign of wealth and surplus. However, as we settle into the New Year, many investors may well feel caught between a cat and a mousetrap as they hunt for returns in the sharemarket.
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Insights 10 Jan 2020
Will 2020 be the year of infrastructure stocks?
With global growth slowing and central banks around the world running out of ammunition to respond, governments will need to step in with increased fiscal stimulus to keep their economies ticking along, which bodes well for infrastructure stocks.
We expect that governments will boost economic activity in 2020 by either cutting taxes or bolstering public spending on large public infrastructure projects such as road and rail developments —and likely more of the latter.
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Insights 4 Jan 2020
Best and worst stocks of the decade on the Australian share market
Savvy investors could have profited from “monumental gains”, while Jessica Amir gives her tips to cash in on the next booming share price.
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Insights 3 Jan 2020
From the helm: BlackRock’s Michael McCorry
BlackRock’s Chief Investment Officer, Australia, Michael McCorry paves out what to expect in 2020, from not expecting 20% returns, to tilting towards cyclical stocks that will outperform from the rise of global growth and manufacturing. Plus, what Australia can expect from the May 2020 budget.
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Insights 7 Oct 2019
Ready to take the managed accounts plunge? Read this first.
As managed accounts gain popularity, advisers have increasingly sought suitable solutions for their firms. If you’re yet to take the plunge, there are some important considerations before making the final selection, writes Arnie Selvarajah, CEO of Bell Direct – powering Desktop Broker.
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Insights 30 Sep 2019
Advisers – it’s time to turn your week upside down
Arnie Selvarajah (CEO of Bell Direct, powering Desktop Broker) shares his insights and learnings on how the leading advisers in the United Kingdom, United States and Australia, are successfully allocating their time and why it’s working.
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Insights 27 Sep 2019
Will managed accounts survive the advice evolution?
Managed accounts have been touted as the game-changing answer for firms and the growth statistics reiterate this perception. But the big question now is whether to invest in new technology or products, when the future of advice is unclear.
Arnie Selvarajah (CEO of Bell Direct, powering Desktop Broker) debates whether managed accounts are the answer and if they will survive the evolution.
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Insights 12 Sep 2019
Meeting the needs of tomorrow’s client
As we move into a new era of investing, Desktop Broker’s Arnie Selvarajah finds client preferences are shifting and advisers need to move swiftly to keep up.
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Insights 26 Jun 2019
How to access some of the world’s biggest investment themes
ETFs are fast becoming a favourite for investors’ portfolios. In order to meet increasing investment demand, ETF providers are launching specialist ETFs that provide exposure to sectors and emerging investment themes, taking investors far beyond the realms of the ASX200.
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Insights 30 May 2019
How Fixed Income can reduce your risk
In times of uncertainty, the protection of capital and downside risk reduction are key goals. For Australian investors, who are heavily invested into equities, many may not appreciate the benefits of fixed income, otherwise known as bonds, in pursuit of these goals.