-
1 month ago | 
insideadviser.com.au | James Dunn |Drew Meredith |James DunnJames
One of the biggest challenges in alternative investing is defining what qualifies as an alternative. Traditional asset classes—equities, bonds, and cash—are well understood, but alternatives encompass a wide array of investments that defy simple categorisation.
-
Jun 30, 2024 | 
insideadviser.com.au | James Dunn |Tahn Sharpe
Advisers often talk about solving pain points for their clients, and Sara Lucas certainly knows first-hand what it can entail after going through the process of moving her own British pension to Australia. Now, as a Sydney-based specialist in retirement planning, superannuation and investment strategies at deVere Australia, much of Lucas’s time is spent helping clients transfer their own UK pensions to Australia.
-
Jun 6, 2024 | 
insideadviser.com.au | James Dunn |Tahn Sharpe
A self-described “stock market nerd”, Dion Hershan is one of those people who made their hobby their career. As executive chairman and head of Australian equities at Yarra Capital Management, Hershan still eats, sleeps and breathes the stock market, balancing his role as a portfolio manager focused on large-cap equities with his leadership position at the firm. In that sense, nothing has changed from when Hershan was a 12-year-old schoolboy in Melbourne.
-
Jun 4, 2024 | 
insideadviser.com.au | Tahn Sharpe |James Dunn
The $3.5 trillion intergenerational transfer of wealth from the baby boomer generation to their millennial and Generation Z descendants will not happen before its time, with the vast majority preferring to transfer their wealth upon death rather than dole out an early inheritance according to new data from AMP.
-
Jun 2, 2024 | 
insideadviser.com.au | James Dunn |Kristina Hooper
Most financial advisers can tell you of the moment that triggered their taking the fork in the road that led to a career in advice. For Leesa Swain, it was the GFC. The particular perspective through which Swain saw the GFC play out was that a mortgage broker.
-
May 9, 2024 | 
insideadviser.com.au | James Dunn
It was not so much a grand plan that saw Brigid Asquith-Hunt living the life she currently does, but more a case of serendipity, of taking multiple forks in the road. But Asquith-Hunt would not have it any other way. Asquith-Hunt runs Partner in Time Consulting, a boutique firm she started in 2007, after more than a decade working in practice management and capability development roles, with a mission to empower individuals, teams and organisations through transformation and growth.
-
Apr 22, 2024 | 
insideadviser.com.au | Tahn Sharpe |James Dunn
The ubiquitous ‘Magnificent Seven’ technology companies Apple, Microsoft, Alphabet, Amazon, Meta, Tesla and Nvidia have represented the tip of the concentration risk spear since 2022, when a post-GFC return to value was scuppered by ChatGPT and the emergence of artificial intelligence as a tornado-force market tailwind. The Magnificent Seven tech stocks account for 30 per cent of the Nasdaq and raked in 70 per cent of earnings in 2023. Unsurprisingly, projections for these companies have soared.
-
Apr 14, 2024 | 
insideadviser.com.au | James Dunn |Nicholas Way
Investors are having a hard time tearing their eyes (and wallets) away from the market leading Magnificent Seven, but it might be time for them to do just that. Because while it’s not certain what the pivot point will be – maybe increasing competition, maybe a geopolitical shock – the breadth of market performance will increase, according to Franklin Templeton portfolio manager Patrick McKeegan, and investors need to look beyond the big tech companies for growth.
-
Apr 9, 2024 | 
insideadviser.com.au | James Dunn |Nicholas Way
Investment firms showcasing their investee companies is nothing new, but it was a different event that Auctus Investment Group (ASX: AVC) put on in Melbourne last month. Auctus is a global investment manager with more than $530 million in assets under management, focusing on opportunities across private equity, infrastructure and private real estate.
-
Mar 27, 2024 | 
insideadviser.com.au | James Dunn
BlackRock CEO Larry Fink’s annual investors letters aren’t quite on same level of compulsory reading as Howard Marks’ investment memos, but for sheer sociopolitical impact they’re hard to beat.
