Home and away: Investing in climate change
Data InsightsInvestment & Trading Strategies

Home and away: Investing in climate change

Now that Australia has set a 2050 target for net zero emissions, the race is officially on to find industries, technologies and investments that can help get us there. The challenge for investors is whether to back portfolios of international pure-play exposures, or invest in local companies that are changing the way they do business.

Crypto ETFs are coming
Industry NewsInvestment & Trading Strategies

Crypto ETFs are coming

Two of the hottest investment markets – Exchange Traded Funds (ETFs) and cryptocurrencies – have rapidly come together amid clamor for liquid, transparent and fair vehicles that allow retail investors to access digital assets.

The rise of active ETFs challenges Listed Investment Companies and Trusts
Industry NewsInvestment & Trading Strategies

The rise of active ETFs challenges Listed Investment Companies and Trusts

A spate of new listings and fund conversions have sparked predictions that active Exchange Traded Funds (ETFs) will soon overtake the older listed investment company (LIC) sector as the preferred channel for diversified equity and debt investments.

Dive into technology ETFs
Investment & Trading Strategies

Dive into technology ETFs

In August, investment manager VanEck forecast that the acceleration of flows into thematic exchange traded funds (ETFs) would see funds under management (FUM) reach $10 billion by the year's end. With the launch of ETF Securities’ new Semiconductor ETF on the ASX recently, the strong investor interest in capturing price growth in the technology sector through ETFs continues to accelerate.

Finding value in frothy markets
Investment & Trading Strategies

Finding value in frothy markets

There are some opportunities for investors across a number of sectors despite a fully priced Australian share market.

How to choose a thematic ETF
Investment & Trading Strategies

How to choose a thematic ETF

From cloud computing to climate change, thematic ETFs have been among the big winners of the pandemic, with money pouring into the sector and a raft of new funds being launched. But how should investors choose from the growing array of options of offer?

Positioning your portfolio for inflation
Economics & MarketsInvestment & Trading Strategies

Positioning your portfolio for inflation

Investors will need to start thinking about how to position their portfolio for rising inflation with expected economic growth in the wake of large-scale fiscal support and stimulatory money policy.

Inside the SPAC hype: What investors need to know
Economics & MarketsInvestment & Trading Strategies

Inside the SPAC hype: What investors need to know

Markets across the world are experiencing a boom in SPACs - a Special Purpose Acquisition Company. Branded as blank-cheque companies, the overseas enthusiasm for these companies remains robust in 2021, and while there are no signs that Australia is about to embrace blank-cheque companies, there are some cautionary lessons for local investors investing offshore.

Lessons from 1937: Will US stocks rally from here?
Industry NewsInvestment & Trading Strategies

Lessons from 1937: Will US stocks rally from here?

International growth is expected go from strength to strength over the next 12 months and while the US economy is expected to benefit, it’s worth asking the question: has the market already priced in a lot of the US economy’s recent gains and can such growth sustain its market rally?

Investor implications from the "pandemic" budget
Economics & MarketsInvestment & Trading Strategies

Investor implications from the "pandemic" budget

Big spending initiatives in the 2021 Federal Budget aim to drive economic growth. With the risk of inflation low, investors can expect a positive outlook for asset markets.

Banking on dividends
Economics & MarketsInvestment & Trading Strategies

Banking on dividends

There is some good news for income-seeking investors with possible buybacks in the pipeline as the big banks reported a lift in dividend payments in the May reporting season.

Three tips for dividend investing as payouts rebound from COVID lows
Investment & Trading Strategies

Three tips for dividend investing as payouts rebound from COVID lows

Dividend payments are on the rise again as the economy reboots, but not all companies are recovering from the pandemic at the same pace. Stephen Bruce, Senior Portfolio Manager at Perennial Value Management, provides some tips for investing in the post COVID environment.

Who inherits your super?
Investment & Trading Strategies

Who inherits your super?

Clients often assume their superannuation will be paid in accordance with their will. However, this is not necessarily the case and a conversation around estate planning is key.

Planning tips for a happier retirement
Investment & Trading Strategies

Planning tips for a happier retirement

Retirement is about more than just money, investments and never having to work again. Amongst other things it’s about having more time for the things you enjoy, while at the same time finding a new purpose.

Why the ETF trend is not always your clients' friend
Data InsightsInvestment & Trading Strategies

Why the ETF trend is not always your clients' friend

ETFs are popular with advisers and their clients as they are cheap to buy into and require little administration. However, volatile markets and sector concentration bring their own risks.

What's next for the Australian, Asian and global economies?
Data InsightsInvestment & Trading Strategies

What's next for the Australian, Asian and global economies?

Like many other economies, Australia has benefited from decades of global trade and investment, which the arrival of COVID-19 has severely curtailed. We examine the predictions of leading analysts.

Positioning Australia as an international financial services hub
Investment & Trading StrategiesTech & Solutions

Positioning Australia as an international financial services hub

While highly regarded for its robust funds management industry, Australia must review its tax regime and cut red tape if it wants to attract global fund managers and regional investors.

Netflix, Fitbits and 'Big Tech': the future of financial advice
Investment & Trading Strategies

Netflix, Fitbits and 'Big Tech': the future of financial advice

By 2030 the majority of financial advisers will offer goal-based advice spanning investment, protection, education, retirement and broader wellness, according to an influential report

Portfolio construction in uncertain times
Economics & MarketsInvestment & Trading Strategies

Portfolio construction in uncertain times

Portfolio review and asset allocation are critical during heightened market volatility. And there are lessons to be learnt from how fund managers handle similar challenges.

Tax deductible financial advice: here's what you can claim
Investment & Trading Strategies

Tax deductible financial advice: here's what you can claim

One of the biggest challenges is working out which financial advice fees are tax deductible. Here we break down the relevant principles.

Can insurance tech improve client experience?
Investment & Trading Strategies

Can insurance tech improve client experience?

The digitisation of advice is often cited as one of the biggest challenges facing advisers today. But technology could have a profound effect on how insurance is sold.

Helping your clients with financial decisions during market volatility
Investment & Trading Strategies

Helping your clients with financial decisions during market volatility

During times of crisis, it is important for financial advisers to be a voice of reason. As one expert notes, it is sometimes hardest getting clients to do nothing.

Trading in volatile times
Economics & MarketsInvestment & Trading Strategies

Trading in volatile times

Times of volatility may call for revised trading strategies. This piece looks at areas where advisers can improve, especially when placing large trades in the marketplace.

Barriers to investment: a female perspective
Investment & Trading Strategies

Barriers to investment: a female perspective

Financial inequality remains a reality for many women who earn less than men or who take time out of the workforce. An adviser who specialises in female clients offers her view.

Beyond COVID-19: key metrics and sectors to watch over 2020
Economics & MarketsInvestment & Trading Strategies

Beyond COVID-19: key metrics and sectors to watch over 2020

CommSec Senior Economist Ryan Felsman considers how the recovery from COVID-19 will play out and picks the sectors most likely to thrive and flounder.

10 tips for working from home
Investment & Trading Strategies

10 tips for working from home

Financial advisers working remotely for long periods will need to be informed, prepared and resilient. An expert offers advice on dealing with this unprecedented disruption.

Cybersecurity: What you need to know
Investment & Trading Strategies

Cybersecurity: What you need to know

An expert analyses the three key trends he says will drive the evolution of cybersecurity in Australian financial services over the next 12 months. 

Is an SMSF right for your client?
Investment & Trading StrategiesTech & Solutions

Is an SMSF right for your client?

SMSFs take time to do well – but of course so do many other things in the average client’s life. An expert suggests financial advisers draw on past experience to ensure clients are aware of potential complexities.

Investing when the market is volatile
Economics & MarketsInvestment & Trading Strategies
Economic Insights

Investing when the market is volatile

Economic backdrop: Market volatility at record highs; what should investors look at in a volatile market; and keeping an eye on your portfolio

Where to be visible on social media
Investment & Trading Strategies

Where to be visible on social media

The proliferation of social media platforms means there are more options than you likely have time. Here’s how to determine where to best focus your efforts.

8 tips for clients visiting financial advisers
Investment & Trading Strategies

8 tips for clients visiting financial advisers

How do you get the most out of your meetings with an adviser? Here are eight great tips for getting the most out of your time together.

A snapshot into FASEA exams, courses and costs
Investment & Trading Strategies

A snapshot into FASEA exams, courses and costs

Financial advisers are under pressure to comply with new education requirements. But it may not be as overwhelming as you think.

Step by step: basics for advising blended families
Investment & Trading StrategiesTech & Solutions

Step by step: basics for advising blended families

Joint families may come with some financial baggage. Encouraging disclosure of their history is a great way to give them a healthy financial start.

How to build resilience to boost well-being
Investment & Trading Strategies

How to build resilience to boost well-being

76% of workers struggle with their well-being. Knowing how to take care of your health will not just benefit you, but your company too.

Dealing with clients in personal and financial distress
Industry NewsInvestment & Trading Strategies

Dealing with clients in personal and financial distress

Remaining focussed on the financial fallout is the best way to walk the fine line between adviser and mentor.

How to engage employees on your innovation journey
Data InsightsInvestment & Trading Strategies

How to engage employees on your innovation journey

Staff training underpins innovative organisations. But not just any training. Commonwealth Bank’s latest Business Insights report analyses which programs work best.