Reading time: 4 minutes
With interest rates expected to stay low over the next few years and bonds delivering negative returns after inflation, traditional asset allocation for retirees may no longer work as well as it has in the past.
While the traditional 70/30 asset allocation split has served retirees,

Read more

If any confirmation was needed that ESG considerations are likely to have an ongoing and increasing effect on the investment landscape, such confirmation came in mid-August. It was reported that, in an email to the Australian Prudential Regulatory Authority (APRA) written in mid-April, AQR Capital Management (AQR), a major US-based investment manager,

Read more

Reading time: 3 minutes
There’s little doubt that ESG is playing an increasingly important part in the investing landscape. In the U.S., ESG investments saw record flows from investors in 2020, just as they did the year before, and the year before that¹.

Read more

I’m not a female portfolio manager, but a portfolio manager who happens to be a female, and in what is often referred to as an ‘old-fashioned’ and male-dominated industry, I’m here to break the mould.
My first job out of university was an operational role for another fund manager. I still remember googling ‘impressive Excel skills for interview’ the night before my first real job interview,

Read more

Reading time: 3 minutes
Last year, we looked at some interesting data for total ASX ETF net flows across asset classes. In case you missed it, you can see the post here.
Given the positive feedback we received on the article, we thought we would provide an update on the top asset class flows of 2021 so far.

Read more

Reading time: 2 minutes
Last week I read an interesting piece by someone who clearly is not a fan of thematic investing.
He demonstrated the dangers of jumping on the ‘next big thing’, pointing out, for example, the risks faced by early investors in the automobile industry.

Read more

Reading time: 2 minute
Eurasia Group (a world leader in political risk analysis), published their Top Risks of 2021 report on 4 January.
In their view, 2021 will overwhelmingly be about economic responses to Covid-19’s lingering effects (debt burdens and misaligned politics), even as vaccines are rolled out and the actual healthcare emergency fades.

Read more

Reading time: 2 minutes
Buying the new iPhone for Christmas? How about the new PlayStation 5 for your kids, or a Netflix subscription for the year? If you had invested the cost of these presents in ETFs five years ago, what would be the value of your Christmas gift today?

Read more

Reading time: 3 minutes
With the U.S. Presidential election now less than a week away, many investors are currently considering how the potential result could impact their portfolios. While, as our Chief Economist David Bassanese noted in his U.S. Presidential election preview, markets ultimately learn to live with whomever the U.S.

Read more

Reading time: 3 minutes
Chatting to advisers and investors on a daily basis, a question I frequently get asked is: “Where is the money going in ETF-land?”
Given the volatility and uncertainty we have seen in the markets this year, it was interesting to pull the Year to Date (1 Jan 2020 to 30 Sep 2020) flows from the ASX.

Read more