Adviser news & insights
Insights 3 Apr 2020
Navigating uncharted waters
Resisting the urge to react to extraordinary movements in a volatile market can be difficult, however it’s important for investors not to lose sight of their long-term financial goals.
Insights 21 Feb 2020
Buy Hold Sell: Is this the best small-cap on the ASX?
In this episode of Buy Hold Sell, Jessica Amir from Bell Direct hosts Roger Montgomery of Montgomery Investment Management and James Gerrish of Shaw & Partners to discuss four stocks: 1) A travel company that's divided market opinion, 2) A growth stock Roger has nominated as the “highest quality company in small-cap space” (but one James is avoiding), 3) A turnaround play in the energy sector, and 4) A beaten-down miner that James reckons has good prospects in 2020.
Insights 18 Feb 2020
Buy Hold Sell - Healthy strategies for infected markets
In this episode of Buy Hold Sell, Jessica Amir from Bell Direct hosts Roger Montgomery of Montgomery Investment Management and James Gerrish of Shaw & Partners who share their perspectives on which parts of the market may in fact stand to perform amid coronavirus. They also discuss how this pubic health emergency could intersect with central bank policy and how investors can navigate themselves and their portfolios through these kinds of ‘Black Swan’ events.
Insights 14 Feb 2020
Buy Hold Sell – 5 high growth ex-20 stocks
In this Buy Hold Sell episode hosted by Jessica Amir, we’ve invited Roger Montgomery of Montgomery Investment Management and James Gerrish of Shaw and Partners to opine on whether punters are making a mistake with 3 of the most traded mid-caps (based on Bell Direct trading data) among retail investors and to serve up their 2 best growth ideas in this area.
Insights 10 Jan 2020
Will 2020 be the year of infrastructure stocks?
With global growth slowing and central banks around the world running out of ammunition to respond, governments will need to step in with increased fiscal stimulus to keep their economies ticking along, which bodes well for infrastructure stocks.
We expect that governments will boost economic activity in 2020 by either cutting taxes or bolstering public spending on large public infrastructure projects such as road and rail developments —and likely more of the latter.
Insights 6 Jan 2020
Best and worst stocks of the decade on the Australian share market
Savvy investors could have profited from “monumental gains”, while Jessica Amir gives her tips to cash in on the next booming share price.
Insights 1 Jan 2020
Outlook for shares in 2020
According to the Chinese zodiac, 2020 is the Year of the Rat – a creature seen as a sign of wealth and surplus. However, as we settle into the New Year, many investors may well feel caught between a cat and a mousetrap as they hunt for returns in the sharemarket.
Insights 21 Nov 2019
With over 240 ETFs available, how do you select the right one?
ETFs of today now offer exposure to sectors and emerging investment themes far beyond the realms of the ASX200, providing investors endless choices. So how do investors select the right one for their portfolio?
Insights 21 Oct 2019
Ready to take the managed accounts plunge? Read this first.
The use of managed accounts in Australia is rising at a rapid pace. As at 30 June 2019, managed accounts held a total of $71.38 billion in funds under management (FUM), up from $62.12 billion six months prior. According the to latest Investment Trends research, 35% of financial advisers currently use managed accounts with a further 31% of advisers indicating an intention to use managed accounts in the future.
Insights 7 Oct 2019
Advisers – it’s time to turn your week upside down
As the financial advice industry adjusts to the new operating environment, it is no surprise that the way advisers are spending their time has also shifted.
Insights 27 Sep 2019
Will managed accounts survive the advice evolution?
The use of managed accounts among financial advisers has been a growth story for many years. The pace of adoption has been rising since 2012, with 35% of advisers in 2019 indicating they have used and intend to continue using managed accounts.
Insights 12 Sep 2019
Meeting the needs of tomorrow’s client
Today’s investor is different, and tomorrow’s client will be different again. Investment Trends research shows that time and again, clients are placing greater emphasis on their relationship with their adviser – and this doesn’t just translate to scheduling more meetings.