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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.

Ishan Dan | 13th Jul 2020 | 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.

Giselle Roux | 13th Jul 2020 | 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.

    James Dunn | 13th Jul 2020 | More
    COVID Takes a Nibble at House Prices, That Could Widen to a Bite

    The COVID-19 pandemic has begun to bite into the residential property market, with capital city dwelling values falling a cumulative 1.3% over the past two months – but this mild weakening could be just the start of a double-digit decline.  

    James Dunn | 13th Jul 2020 | 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.

    Drew Meredith | 13th Jul 2020 | 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.

    Vishal Khanduja | 13th Jul 2020 | 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?

    Giselle Roux | 13th Jul 2020 | 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.

    Drew Meredith | 13th Jul 2020 | More
    Financial Planner’s morning report – Friday

    It was another volatile day for the ASX 200 (ASX:XJO), with the market finishing 0.6% higher, as a weak lead from the US impacted on confidence. The only two detractors were the property and staples sector, with materials and mining once again a highlight, driven by BHP Group Ltd (ASX:BHP), +2.2%, and Rio Tinto Ltd (ASX:RIO), 3.3%.

    Drew Meredith | 10th Jul 2020 | More
  • Financial Planner’s morning report – Thursday

    The ASX 200 finished 1.5% lower following a spike in COVID-19 cases in Melbourne resulting in an extended six-week lockdown. The weakness was exacerbated by record numbers in the US, where a daily record of 60,000 cases was hit.

    Drew Meredith | 9th Jul 2020 | More
    Financial Planner’s morning report – Wednesday

    Despite a strong overseas lead, the ASX 200 (ASX:XJO) paused on Tuesday, pushed marginally lower by the reinstatement of Stage 3 restrictions in Melbourne. A strong lead from the mining sector, particularly gold with St Barbara Mining Ltd (ASX:SBM) adding 10.3% and BHP Group Ltd (ASX:BHP) up 1.3%, wasn’t enough to overcome an afternoon collapse in the property and travel sectors.

    Drew Meredith | 8th Jul 2020 | More
    Financial Planner’s morning report – Tuesday

    The ASX 200 (ASX:XJO) closed above 6,000 points for the third straight day, despite falling 0.7% for the session. Technology was the only positive sector with the major miners the biggest detractors, BHP Group Ltd (ASX:BHP) and Rio Tinto Ltd (ASX:RIO) down 1.7% and 1.0% respectively, amid signs of a rebound in Brazilian exports reported by Vale S.A (BVMF:VALE3).

    Drew Meredith | 7th Jul 2020 | More
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