 JULIE DICKSON | FRIDAY, 16 JUN 2023 Having recorded their worst-performing year since 2008, 60/40 portfolios have certainly seen better times. Read more  ROHAN BROTHERSON | FRIDAY, 12 MAY 2023 Venture capital (VC) funds are investment vehicles that pool capital from institutional investors, high-net-worth individuals, and sometimes even corporations, to invest in early-stage, high-growth companies. Read more  DAVID SAIJA , LUCIE BISHOP , STEVE SUTINEN , SIMON PETRIS | THURSDAY, 16 MAR 2023 As seen in 2022, uncertainty has weighed heavily on markets and generated extreme volatility across asset classes. Read more  JAMES STEWART , LUKE SMITH , ERIC STENE | THURSDAY, 16 MAR 2023 Gold can be a challenging asset class for investors. Read more  NICK MAY , NICHOLAS RUTTER | THURSDAY, 16 FEB 2023 The challenges posed by climate change affect all sectors, and financial markets have a major role in providing the funding needed for the global transition to a sustainable economy. Read more  HAMZA SHAKIR AZEEM | FRIDAY, 14 OCT 2022 Investment returns for public and private market portfolios are derived from a number of variables. Read more  SCOTT BERG | FRIDAY, 16 SEP 2022 Markets have endured a tumultuous period over the last two years with an extraordinary period encompassing a pandemic, economic recovery, and now, military conflict in Europe. Read more  SCOTT DAVIES | FRIDAY, 17 JUN 2022 As institutional investors have optimised their portfolios along the risk and return continuum, real estate has become a meaningful portion of their asset mix, with the average institutional allocating nearly 11% of its investments to the asset clas ... Read more  ANGUS GLUSKIE | TUESDAY, 19 APR 2022 There has been much debate in the press of late about listed investment companies (LICs). The LIC and trust sector contains some of the largest, lowest-cost, most reliable, trusted and long-lasting investment vehicles that can be access by both retail ... Read more  SHAMEZ ALIBHAI | MONDAY, 21 FEB 2022 The way investors thought about hedging inflation changed dramatically in 1977. Until then, it had been broadly accepted that equities provided decent protection against the damaging impact of inflation on portfolio real returns. Read more |
Latest News
Family office succession takes back seat to investments
While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth.
Lowy family takes stake in Magellan
The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium.
Family offices hunt opportunities in AI: Report
A new survey of more than 300 global family offices shows that artificial intelligence (AI) is in hot demand as the majority flagged it as a thematic they will prioritise as a future investment.
ISS MI acquires Family Office Access
ISS Market Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers.
Further Reading
Cover Story
Generation next
JAMES GOWING
FINANCE DIRECTOR
GOWING BROS LTD
FINANCE DIRECTOR
GOWING BROS LTD
To sustain a successful multi-generational business and legacy requires investment acumen grounded in strong family values. As part of the rising generation at Gowing Bros, executive director of finance James Gowing is helping position the 158-year-old company for the future. Karren Vergara writes.
Expert Feed
What I told a room of financial advisers about divorce
A little while ago, I was invited to present a continuing professional development seminar to nearly 500 qualified financial advisers. The topic? Ethical ...
It's a commodities supercycle, but not as you know it
At present, three major megatrends are converging to potentially initiate a prolonged supercycle in commodities over the next 25 years.
How your clients can start leaving a legacy now
Philanthropic giving often comes up in client conversations about estate planning - a time when clients are thinking about the legacy they will leave.
The complexities executives face before retirement
Executives facing retirement after long careers carry a unique set of psychological, relational, and planning complexities that ripple far beyond money.
