In this CPD course, watch candid conversations with leaders on the future of the financial services industry. This program is where industry leaders discuss change, market evolution and strategy – focusing on politics, advice, technology and superannuation.
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In this CPD course, you will watch candid chats with leaders on the future of the financial services industry. This program is where industry leaders discuss change, market evolution and strategy – focusing on politics, advice, superannuation and platforms.
In this CPD course, watch candid conversations Bryce Doherty, CEO at UBS Asset Management has with Senator Andrew Bragg, and Sally Loane at the FSC on the future of the financial services industry.
Despite being an exceptional athlete, Madi's still concerned about paying rent and one day buying a property. It's time she got the lessons she needs to help her reach those goals.
In this Thought Leaders Series, Platinum Asset Management portfolio manager Bianca Ogden discusses why healthcare is becoming such an exciting sector to invest in, touching on the new technologies and distribution methods being deployed and how certain traditional elements of healthcare are being disrupted.
In this series, Projit Chatterjee of UBS Asset Management explains some of the key reasons why investors should be looking to emerging markets for future growth. It’s not just about finding a bargain; it’s understanding the underlying factors that make EM a convincing long-haul proposition.
An accident can have devastating consequences for clients, both physically and emotionally. In this AIA Australia claimant story, we meet Phil who after suffering from a knee injury that resulted in twelve operations left him unable to work.
An illness can have devastating consequences for clients. In this AIA Australia claimant story, we meet Ingrid who after receiving the devastating news that she had cancer, needed to be able to focus physically and emotionally on getting the best treatment for her recovery. Thanks to her adviser and her Crisis Recovery and Income Protection Insurance she was able to.
The economic weight of the world is shifting. 10 years ago, emerging markets made up about 30% of the world’s GDP, now it’s almost half. UBS Asset Management’s Geoffrey Wong makes the case for emerging market opportunities for growth investors.
In the Thought Leaders Series, OneVue MD Connie Mckeage discusses the challenges the industry has experienced and what can be done to provide support for the industry to move forward in this post Royal Commission environment. Connie also shares a future gaze for the industry and how advancements in technology, the impacts of block chain, and new payments platform will change the way we do business.
In this quarterly update, Financial Planning Association chief executive Dante De Gori discusses how the advice industry is being reshaped by reforms, the Royal Commission and the court of popular opinion. While advisers will face multiple challenges over the next few years, De Gori has some practical advice about how to move the industry forward.
Asia has changed massively over the last few decades, and in ways that the West aren’t seeing. In markets where each person having two smartphones is the new norm, or where domestic brands are beating international giants, how do you invest where the only constant is change?
As the backbone of our daily lives – from the bridges we cross to the electricity we use – infrastructure requires constant upkeep, upgrades and reinvestment. In this Market Update episode, Jeremy Anagnos of CBRE Clarion Securities examines how this basic principle, in addition to new types of emerging infrastructure, underscores an attractive investment opportunity.
Recognising the common practices of the ‘Big Four’ banks, and Australians’ fascination with real estate and minerals, the BlackRock Concentrated Industrial Share Fund aims to provide an extensive portfolio for the average Australian retail investor to help diversify their investments.
Australians have a huge domestic bias with their investing, so why would a portfolio designed for Australians focus on Australia? To avoid doubling up on stocks, and to provide diversity, the UBS Global High Conviction Fund focuses on quality stocks that Australians tend to have no exposure to. Combined with a strict and thorough vetting process for included stocks, this portfolio is aimed to provide global equity exposure to compliment those with a home bias.
Volatility is back in markets this year and the risks of not paying attention are magnified. In fixed income, interest rate shifts and central bank actions make it particularly important to be aware of recurrent myths surrounding this asset class.
The MFS Global Equity Trust uses a unique management style with the aim to outperform the MSCI World Index and present growth at reasonable prices. The trust's truly long-term investment horizon and the investment analysts it has positioned globally result in a unique strategy which attracts long-term investors seeking lower volatility over a market cycle.
Rising stock prices may entice investors, but Platinum Asset Management believes the price must match the opportunity. In this series, Douglas Isles, investment specialist (retail) for Platinum Asset Management, explains how the group exploits change, fear and excitement in order to secure long-term growth for clients.
With a multitude of ETFs on offer, it can be difficult to know which might suit your needs best and to really understand ‘what’s under the hood’. iShares’ due diligence checklist can help you to understand ETF construction, costs and potential outcomes for your portfolio.
The investment team that manages the Franklin Templeton Multisector Bond Fund believes one of the biggest risks facing today’s bond investors is that fixed income around the world has been highly distorted by central bank actions.
Stability of income is key in today’s lower for longer environment, and could be combated by a contrarian investment approach which takes opportunistic leaps into particular equities. This strategy enables Allan Gray to minimise volatility traditionally associated with equities by going stronger during market troughs and pulling back during peaks to address your clients’ income needs.
If there’s one word that isn’t encountered often in the investment world, it’s simplicity. This rarity however, is what the RARE Infrastructure Income Fund finds most appealing about the infrastructure market and looks to it for stability, income and as an essential service to the community.
Equity markets have performed strongly in the past years, with the US being the strongest performer and valuations at historic highs. Platinum asks – is this going to keep going? The Platinum International Fund seeks out assets that are mispriced through buying undervalued shares across the globe to find the best opportunities for investors over the long term. With a flexibility to move to cash and the ability to short positions, it takes full advantage of the Platinum investment process.
In his most recent quarterly update, FPA chief executive Dante De Gori discusses the association’s proposal for degree equivalency and why he believes it’s important that both prior learning and experience are recognised as part of this. This quarterly update series also provides an update on the regulatory changes impacting the industry, as well as ASIC’s current priorities and the upcoming Financial Planning Week.
In this Market Update series from UBS Asset Management, portfolio manager, Joel Fleming, introduces you to the microcap investment universe to debunk some misconceptions around the asset class, and to share how UBS evaluates opportunities in this space. Joel also explores the benefits microcaps can offer investors, and why he believes an investment in microcaps is an investment in innovation.
Property provides a cover for most of the aspects of our lives and is a tangible asset class which can be physically inspected and assessed. The Folkestone Maxim A-REIT Securities Fund invests in a variety of ASX-listed real estate securities which own office, retail, industrial and real estate-related social infrastructure. Using a high conviction active management approach and drawing on the expertise of the larger Folkestone group, the fund aims to achieve returns 1.5 per cent per annum (after fees, before tax) above the S&P/ASX 300 A-REIT Index over rolling three year periods for clients. In a world where returns are getting harder to attain, especially with a passive approach, the Folkestone Maxim A-REIT Securities Fund looks outside of the index and aims to provide investors with a steady income stream with a lower level of volatility than the rest of the market.
ETFs have been one of the fastest growing investment products in Australia recently as self-managed superannuation fund users continue to adopt ETFs for the flexibility and transparency they provide. As a smart beta ETF, the UBS IQ Morningstar Australia Dividend Yield ETF provides the benefits of a traditional ETF in addition to a research-based process which allows it to identify 25 high quality and high yielding securities, underpinned by Morningstar Research.
The Nikko AM Australian Share Income Fund employs a comparative value analysis approach to investing, which enables it to identify and invest in stocks which hold intrinsic value. In this Money Masters course with Malcolm Whitten, you will learn about the dual portfolio manager system utilised by Nikko Asset Management, how this is beneficial to the Nikko AM Australian Share Income fund and the buy and sell discipline which underpins the fund.
The Macquarie Winton Global Alpha Fund (offered via the Macquarie Professional Series) aims to identify momentum signals in the market combined with seasonality and relative value signals to build a well-diversified portfolio. This Money Masters course with Andy Grimes will explore how the investment team manages risks and what kind of investors are best suited to the Winton Global Alpha Fund.
The Austock Life Imputation Bond Money Masters course with Richard Atkinson explores the varied roles an imputation bond can play and how these can assist investors at different life stages and with different goals. Richard also discusses the tax advantages the Austock Life Imputation Bond offers and the range of investment options the bond has access to.
The Magellan Asset Management Global Equities Fund aims to provide investors with access to best-of-breed global companies to assist them in diversifying their portfolio and giving them a competitive advantage. This Money Masters course with Nikki Thomas will give you insights into Magellan’s due diligence process for stock selection and how the fund invests according to a dual investment bucket approach to provide stable returns whilst accessing optimum investment opportunities.
In this No More Practice/FPA Quarterly Update, Dante De Gori sits down with Vanessa Stoykov to discuss the key legislative, cultural and professional issues affecting your financial services industry. This quarter, he delves into the incoming education and professional standards, what impact the Life Insurance Reforms will have on the industry as well as why he believes the financial services industry does not need a Royal Commission.
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