Lending specialist Daniel Zwirn spoke candidly about investor “credit myths”, and the misunderstandings that hold people back in the selection and movement of assets in portfolio construction.
While commodities proved a safe haven for investors in a brutal 2022, completing a rare two-year run at the top of the asset class returns table, Atchison consultant Kevin Toohey warns against expecting a repeat performance.
The announcement comes amid a major push into the domestic market for Global X, which in December signaled its intention to launch 10 new products in 2023.
Review leader Michelle Levy has drafted a plan aimed at not only reducing the cost to provide comprehensive advice, but also allowing banks and super funds to re-enter the field and provide more people with simple advice on everyday personal finance matters.
The likely ‘double-bump’ transfer balance cap increase to $1.9 million will exacerbate what is already an “overly complex” indexation rule that advisers have to navigate and explain to clients, the SMSF Association’s Fabian Bussoletti says.
The respected lawyer will not see out his contract with the corporate regulator after accepting a role in the commercial sector.
The US economy should experience a “benign disinflation” over the next six months as pandemic-infused snarls unravel. That should mean good things for stocks, at least in the short term.
Adviser James O’Reilly had a long-held personal ambition to “stick a pin in the ground” and make a difference, but it was realising how much his clients wanted leadership on sustainable investing that sparked change in the way his practice manages money.
Green shoots of relief from central banks will take some time to filter into the economy due to a confluence of factors according to Sage Capital.
What investors often misunderstand is that despite having ‘environmental’ in its description, ESG integration screens often don’t exclude companies that damage the environment according to the 2022 Sustainability Report.
