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Investment insights

Bringing you the latest investment insights and education materials from industry experts.

Insights
19th Aug

19 Aug 2020
Getting started in responsible investing

Want to get started in offering advice on responsible investing for your clients? Being informed and confident to offer the…

Getting started in responsible investing

Want to get started in offering advice on responsible investing for your clients? Being informed and confident to offer the…

Insights
18th Aug

18 Aug 2020
What does responsible investing add to an advice practice?

We recently interviewed Louise Edkins, Joint Director and Financial Adviser at Ethical Investment Advisers, and gathered her perspectives on this…

What does responsible investing add to an advice practice?

We recently interviewed Louise Edkins, Joint Director and Financial Adviser at Ethical Investment Advisers, and gathered her perspectives on this…

Insights
18th Aug

18 Aug 2020
Responsible investing: A surge led by motivated consumers

Over the past five years, ESG factors have shaped political views, geopolitical relationships, news cycles and consumer investment appetites. Major…

Responsible investing: A surge led by motivated consumers

Over the past five years, ESG factors have shaped political views, geopolitical relationships, news cycles and consumer investment appetites. Major…

Webinars
8th Aug

8 Aug 2020
With interest rates dropping, where should retirees look for yield?

With interest rates dropping, returns on cash, term deposits and fixed interest are low. So where should retirees look in

With interest rates dropping, where should retirees look for yield?

With interest rates dropping, returns on cash, term deposits and fixed interest are low. So where should retirees look in

Webinars
31st Jul

31 Jul 2020
Behavioural science and financial advice in COVID times | Insights

Behavioural science can have a significant impact on the way clients respond and interact with financial advice. By understanding why

Behavioural science and financial advice in COVID times | Insights

Behavioural science can have a significant impact on the way clients respond and interact with financial advice. By understanding why

Webinars
31st Jul

31 Jul 2020
Using managed portfolios to deliver better outcomes to clients during market volatility | Webinar

Challenging market conditions has advice practices looking to extract all value from managed portfolios. Tim Townsend from TownsendCobain Private Wealth

Using managed portfolios to deliver better outcomes to clients during market volatility | Webinar

Challenging market conditions has advice practices looking to extract all value from managed portfolios. Tim Townsend from TownsendCobain Private Wealth

Insights
29th Jul

29 Jul 2020
Whitepaper: Platforms and responsible investing – A new outlook

Responsible investing has gained a lot of interest from Australians in recent years. Perhaps your clients have asked about including

Whitepaper: Platforms and responsible investing – A new outlook

Responsible investing has gained a lot of interest from Australians in recent years. Perhaps your clients have asked about including

Insights
16th Jun

16 Jun 2020
Market at a disconnect with the economy

During points of inflection and turning points, it is common to see a disconnect between markets and the economy. This

Market at a disconnect with the economy

During points of inflection and turning points, it is common to see a disconnect between markets and the economy. This

Insights
14th May

14 May 2020
Traditional methods of portfolio construction may change forever

Investment experts are re-evaluating some of their long standing assumptions of global economics as they assess portfolio construction in the

Traditional methods of portfolio construction may change forever

Investment experts are re-evaluating some of their long standing assumptions of global economics as they assess portfolio construction in the

Webinars
12th May

12 May 2020
Learn from three investment managers how they get the most out of their managed portfolios in challenging times | Insights

Three investment managers share their insights and views on today’s challenging market conditions and how they are positioning their managed

Learn from three investment managers how they get the most out of their managed portfolios in challenging times | Insights

Three investment managers share their insights and views on today’s challenging market conditions and how they are positioning their managed