Adviser news & insights
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March Market Overview
Julia shares her insights on the negative performance of ASX 200 this month, where to find buying opportunities and which sectors to stay away from.
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February Market Overview
Julia shares her insights on the volatility of the bond market and which stocks will continue to outperform after the reporting season.
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January overview & reporting season
Julia shares her insights on investing in the current bull market and getting ready for the upcoming reporting season.
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Portfolio strategy in a synchronised world growth & November monthly review
Are double digit gains are a positive sign for traders and how to position your portfolio in a synchronised world growth environment.
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Exclusive interview: Charlie Aitken
As part of our partnership with Livewire, watch this exclusive interview of Charlie Aitken, CIO of AIM Funds. Charlie shares his views on how the investment landscape will evolve and how his fund is positioned, on both the long and the short side.
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October: best performing month in 2017
Julia shares her insights on the current AGM season with the outlook statements in focus.
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Should super funds use inflation as a benchmark for retiree returns?
Inflation is an important factor to consider in portfolio construction, but CPI is far from an accurate measure for retirees.
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The post-earnings announcement drift (PEAD) effect in September
Does the post-earnings announcement drift (PEAD) effect on the market hold true? (Companies which outperformed on the day of their earnings announcement - on their fundamentals and share price - tend to outperform the market in the following weeks and even months after the results).
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How to make rising rates your friend
Most of us expect that interest rates will rise at some stage, so here’s five questions investors considering bonds should be thinking about.
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Why you should own your age in bonds
A rule of thumb coined by John Bogle, founder of global asset manager Vanguard, is that your bond allocation should roughly equal your age. While clearly not an exact science, it demonstrates the increasing need for fixed income as we move through life.
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Looking at the financial year ahead
It's time to start thinking about positioning for the August reporting season by looking at companies in an upgrade cycle and avoiding stocks in a downgrade cycle.
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Bell Direct CEO brings better customer service to online broking
When Bell Financial Group decided to take on the well established players in online stockbroking with the launch of Bell Direct 10 years ago, it found itself in a unique position. Investors had lost money – and faith – dealing with their online brokers, and Bell Direct had acquired a CEO who was perfectly equipped to seize the moment. That CEO was former accountant Arnie Selvarajah.