July 13, 2020

Wealth platforms merging to become more competitive

Often dubbed the ‘original fintech’s’, the wealth management platform space is becoming a highly competitive area as disruptive innovative start-ups threaten the status quo and cashed up platforms actively acquire businesses to leapfrog ahead. Following on from the Royal Banking Commission, a record number of advisers shifted towards non-aligned financial advice, away from a vertically integrated banking world. Consumer led demand has forced advisers to become a lot more mindful that the selection of the right platform can significantly impact the outcome for their businesses and their clients.

More »

Social Bonds – a growing asset class that’s packing a positive punch

The broad ESG framework is experiencing a sea change. In the past, governance and environmental issues sparked investor interest, a paradigm COVID-19 is challenging. Although climate change remains a major global issue, rapidly changing economic and financial circumstances induced by COVID-19 have investors focusing more on social issues and societal challenges.

More »

Ways to Play the Tech Boom

Investors are realising that without meaningful technology exposure, their portfolios are missing a major growth driver. However, the difficulty of picking individual stocks should not be under-estimated, with the innovations and business models of many tech stocks hard to grapple with.

More »

Economic Outlook: Part 2

Despite being the secondary epicentre of COVID-19 the European experiment may be turning the corner, with unprecedented events finally delivering consensus on fiscal and monetary policy. This is not without pain, with the economy contracting 3.6% in March behind multi-decade record contractions of 5.3% in France and Italy and 5.2% in Spain. The ECB is predicted a 9% contraction in growth for the year.

More »

Green bonds in focus as ESG becomes entrenched

For much of the investment industry, committing to ESG (Environmental, Social and Governance) has become a recently-adopted core belief. A concept that was brought into focus  15 years ago at the 2005 Who Cares Wins conference, which examined its role in asset management and financial research, ESG has now become entrenched across the industry. Although there are still widely varying degrees of commitment to ESG, investing today in assets that adhere to these principles comfortably exceeds $US30 trillion – and is growing rapidly.

More »

E is not for easy

Recent years have had pundits focus on the potential growth and relative valuation of emerging markets. The terminology alone is obtuse, just what is emerging? Korea, Saudi Arabia, Brazil, Indonesia, Czech Republic?

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Financial Planner’s morning report – Monday

The ASX 200 (ASX:XJO) surrendered early gains to finish Friday down 0.6%, pulling the market down -2.3% for the week. Real estate, -5.4%, and industrial’s, -4.6%, were among the hardest hit as Victoria’s spike in COVID-19 cases shut the second largest state down for another six weeks; Qantas Ltd (ASX:QAN) lead the falls down 8.0%. Despite offering a weaker leader to the ASX, both the S&P 500 and Nasdaq recorded positive results on Friday, driven 1.1% and 0.8% as the recovery in the banking sector continued.

More »

Wealth platforms merging to become more competitive

Often dubbed the ‘original fintech’s’, the wealth management platform space is becoming a highly competitive area as disruptive innovative start-ups threaten the status quo and cashed up platforms actively acquire businesses to leapfrog ahead. Following on from the Royal Banking Commission, a record number of advisers shifted towards non-aligned financial advice, away from a vertically integrated banking world. Consumer led demand has forced advisers to become a lot more mindful that the selection of the right platform can significantly impact the outcome for their businesses and their clients.

More »

Social Bonds – a growing asset class that’s packing a positive punch

The broad ESG framework is experiencing a sea change. In the past, governance and environmental issues sparked investor interest, a paradigm COVID-19 is challenging. Although climate change remains a major global issue, rapidly changing economic and financial circumstances induced by COVID-19 have investors focusing more on social issues and societal challenges.

More »

Ways to Play the Tech Boom

Investors are realising that without meaningful technology exposure, their portfolios are missing a major growth driver. However, the difficulty of picking individual stocks should not be under-estimated, with the innovations and business models of many tech stocks hard to grapple with.

More »

Economic Outlook: Part 2

Despite being the secondary epicentre of COVID-19 the European experiment may be turning the corner, with unprecedented events finally delivering consensus on fiscal and monetary policy. This is not without pain, with the economy contracting 3.6% in March behind multi-decade record contractions of 5.3% in France and Italy and 5.2% in Spain. The ECB is predicted a 9% contraction in growth for the year.

More »

Green bonds in focus as ESG becomes entrenched

For much of the investment industry, committing to ESG (Environmental, Social and Governance) has become a recently-adopted core belief. A concept that was brought into focus  15 years ago at the 2005 Who Cares Wins conference, which examined its role in asset management and financial research, ESG has now become entrenched across the industry. Although there are still widely varying degrees of commitment to ESG, investing today in assets that adhere to these principles comfortably exceeds $US30 trillion – and is growing rapidly.

More »

E is not for easy

Recent years have had pundits focus on the potential growth and relative valuation of emerging markets. The terminology alone is obtuse, just what is emerging? Korea, Saudi Arabia, Brazil, Indonesia, Czech Republic?

More »

Financial Planner’s morning report – Monday

The ASX 200 (ASX:XJO) surrendered early gains to finish Friday down 0.6%, pulling the market down -2.3% for the week. Real estate, -5.4%, and industrial’s, -4.6%, were among the hardest hit as Victoria’s spike in COVID-19 cases shut the second largest state down for another six weeks; Qantas Ltd (ASX:QAN) lead the falls down 8.0%. Despite offering a weaker leader to the ASX, both the S&P 500 and Nasdaq recorded positive results on Friday, driven 1.1% and 0.8% as the recovery in the banking sector continued.

More »