IPO

Inside a hot IPO

An insider’s view of how institutional investors approach a hot IPO and the charade that goes on between fund managers and the investment banks running the show.

trust

Fintechs overcome the trust barrier

Consumers of financial products are increasingly willing to place their trust in new intermediaries, including fintechs driving change with innovation and consumer-driven processes.

duration

Are you in fixed interest for the duration?

Despite the global bond duration index nudging an historic peak of 7 years, portfolios can still benefit from holding exposure to fixed interest investments as long as investors are aware of the impact of duration.

volatility

The other problem with volatility

There are many ways to hedge against volatility, but often at a cost to the overall return of the portfolio. At what point is a smooth journey worth the impact on the destination?

modern investor

Portrait of a modern investor

The modern investor has access to many products but the level of financial literacy struggles to keep pace leading to confusion and conflicted goals. This study shows the types of conversations investors should have with advisers.

Sharing a commitment to education and knowledge

Articles from previous editions

PX-10-dollar-note

10 reasons not to hold bank royal commission

There is popular and political support for a bank royal commission, but what can it really achieve? Two years of bank bashing for doubtful results in an already heavily-regulated and monitored industry.

PX-labyrinth-arrow

How good a guide is guidance?

The market’s fixation with whether companies are meeting, exceeding, or falling short of quarterly financial targets is inhibiting market efficiency. Investors would do better focussing on long-term prospects.

PX-hammer-egg

Re-contributions another victim of Budget

If proposed super changes are enacted, the lifetime cap on non-concessional contributions will confine the re-contribution strategy and significantly increase the tax payable on death benefits. Was that intended?

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