Adviser news & insights
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Wealth - where to next?
As the Royal Commission puts the spotlight on outdated, vertically-integrated models, customers are turning to IFAs for more transparency and control.
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October Market Overview
In her October monthly review, Julia shares her insights on two sectors coming under pressure and whether the outperformance of gold will last.
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Megatrends shaping the advice industry
Challenges such as fee pressure, regulation and increased competition are prompting advisers to rethink their service models.
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September Market Overview
In her September monthly review, Julia shares her insights on how to detect if the current bull market is coming to an end.
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Rates Aren’t Moving Any Time Soon
When will interest rates rise? With property prices falling, low inflation and minimal wage growth there is no current catalyst for a rate hike.
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August Market Overview
In her monthly review, Julia discusses banks repricing their morgage books and shares her insights on which sectors are under pressure given recent political risk.
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July Market Overview
In her monthly review, Julia shares her insights on which stocks are well placed ahead of the reporting season and which sectors are overweight.
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Artificial Intelligence leads the way
In time, Artificial Intelligence will impact most parts of the sharemarket, including healthcare, media, entertainment, retail and more.
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June Market Overview: another year of positive gains
Julia shares her insights on how the Australian sharemarket performed this financial year and which stocks gained more than 200%.
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What to consider before choosing a managed accounts solution
Managed accounts are gaining popularity, if you’re yet to take the plunge, there are some important considerations before making the final selection.
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Hidden ‘gems’ in the global small and mid-cap market
Global small and mid-cap (SMID) companies are typically situated in the “sweet spot” of the equities universe in that they may offer higher growth rates than large caps.
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May Market Overview
Julia shares her insights on where to invest in the second half of the year and which regions of the world are expected to outperform.