Dion Guagliardo

No Time To Yield. Elizabeth Moran interviews Hui Sien Koay, Head of iShares Fixed Income Product Strategy, APAC and James Waterworth, Director, Wealth Distribution Australia on how investors are currently thinking about fixed income within a strategic asset allocation or total portfolio level. #fixedincome #portfolio #investingnews #investing #wealth #assetallocation https://lnkd.in/g83yKHV3

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In this episode of #ASXIdeasExchange, Catriona Burns, Wilson Asset Management, reviews the current state of the market and the key investment themes that have become dominant forces in the global economy. Listen now https://lnkd.in/gMPJjyDK #GlobalEquities #DigitalEnterprise #ElectronicMarketplaces #CriticalAssets #InnovativeHealth

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USD50 billion NZ Super Fund is looking to incorporate alternative signals as a way to improve its strategic tilting strategy. This complements a broader assessment of tail risk strategies under its total portfolio approach. https://lnkd.in/eFey9CJi

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What does wealth mean to you? How can you achieve it? The new 'Finding your Wealth' podcast, hosted by Grant White, Portfolio Manager at Endeavour Wealth Management, iA Private Wealth, aims to redefine the conversation around wealth. #InvestedInYou #WealthManagement https://ow.ly/EGvJ50Tb0tz

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Following our recent milestone of $20bn Assets Under Management, our CEO, Chris Andrews, was interviewed on ausbiz by Juliette Saly. They discussed developments in private credit, the impact of recent geopolitical risks on markets, and the importance of diversification in building a strong portfolio. #LaTrobeFinancial #LookingOutForYou #Ausbiz #PrivateCredit #RealEstate #AssetManagement #Diversification #Investment #Investing

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Hi Australian home prices rose another 0.8% in May - the supply shortfall is continuing to outweigh the negative impact of high interest rates but there is a wide divergence in home price gains. The attached note looks at the outlook. All the best Shane

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🟢 UCS Advisors' Green Nugget Advisory Tip: Track Your Investor Connections 🟢 When navigating the fundraising journey, it’s not just about who you talk to—it's about how you got connected. Are you keeping track of your investor conversations AND the details of those connections? Make sure to note how you connected with each investor. Was it through a direct reach-out, an introduction, or a specific platform like LinkedIn? Understanding the origin of your connections can help you refine your outreach strategy and build stronger relationships. Remember, the details matter. Keep track, stay organized, and enhance your investor relations. #GreenNuggetTips #UCSAdvisors #InvestorRelations #Networking #Entrepreneurship #StartupSuccess #FundraisingStrategy

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Why you can’t rely on the past to predict what’s next... Yesterday, Director & Portfolio Manager Fil Andronaco, CFA joined the H&B Wealth Symposium in WA to explore the structural changes expected in the Australian stock market over the next decade. His presentation, 'Tectonic Shifts: A Decade of Change Ahead for the ASX,' highlighted: Historical Performance vs. Future Dynamics: While Australian equities have delivered strong historical returns (10.8% per year), shifting economic and market dynamics suggest that future performance may not follow the same path. Challenges for Key Sectors: The dominance of banks and commodity companies, which make up 50% of the Australian stock market, has been a cornerstone of past growth. However, these sectors now face challenges in maintaining their historical growth rates, meaning other sectors will need to shoulder more of the growth burden in the years ahead. Yet, many of these growth sectors already have higher valuations, which may limit their ability to deliver significant upside Scenario Thinking for the Next Decade: By evaluating future scenarios—bear, base, and bull cases—expected returns range from 4.7% to 9.7%, falling short of past trends. Investors will need to adjust their expectations and strategies accordingly, as the reliance on a smaller portion of the market for growth and challenges in current valuations signal significant changes ahead. Thank you to Lucy Hannemann and Adele Brown for hosting a wonderful event.

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$COG update today (not held) shows that lending businesses in general are still an avoid until RBA cuts rates. (Margin squeeze on back book) Also, Novated leasing industry is generally killing it atm

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Australia is a wonderful place to live. Over multiple decades it has been a pretty good place to invest too. Over the past two decades, financial market returns have been sound. They have, however, been a lot stronger in the US. In the latest Portfolio Strategy note, Glen Bertram discusses the implications for domestic investors going forward. Find out more: https://lnkd.in/e6hT7Wvc #markets #strategy #investing

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Don Hamson joined James Kirby on The Australian's Money Puzzle Podcast to discuss the outlook for #dividends. Despite index-level dividend payouts sinking, there remains great opportunities in Australian equities for active income-seeking investors. Some of the key points covered in the podcast interview: * Fading dividends - Why dividend yields are shrinking? * The outlook for the Big 4 banks * Forward with franking - dividend imputation is more important than ever * Could A-REITs be the answer ? * The failings of passive ETFs Spotify: https://lnkd.in/dxQSPtbr Apple Podcasts: https://lnkd.in/dFptpe7y

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Australia has no specified retirement age. You can retire when you can afford to or the Age Pension becomes available as an income floor. Given you can access an account based pension 7 years before the Age Pension this may open a window for a longer retirement life. Proactive pre planning for retirement can make a significant difference in retirement income. Our latest blog explores in further detail!

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What does liquidity mean for your SMSF? As your SMSF members approach retirement age, ensuring liquidity is key. You can’t rely solely on property investments—there needs to be enough liquid assets to meet pension requirements 💼. We dive into why balancing your portfolio is crucial and how to avoid liquidity issues when managing land in super 🏡. Get the insights you need to keep your fund compliant and your retirement plan on track 📊. Watch the full episode here: https://lnkd.in/gaMdgS4w #SMSF #RetirementPlanning #PensionRequirements #FinancialFreedom #Superannuation #LiquidityManagement #WealthBuilding #PropertyInvestment #SelfManagedSuperFund #InvestmentStrategy #PensionDrawdown #SuperFundCompliance #RetirementWealth #FinancialAdvice #PortfolioBalance

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In-Depth Research Process to Elevate Your Financial Advice Step 1: Investment Strategy Research - Analyse investment products and assess risk profiles - Identify opportunities - Align investment portfolios with client goals Step 2: Superannuation Fund Analysis - Evaluate fund characteristics and compare funds - Consider appropriate retirement strategies - Elect the most appropriate super fund Step 3: Insurance Evaluation - Customise protection plan based on insurance needs - Compare insurance options for optimal cover - Select most appropriate insurance policies Step 4: Data-Driven Decision Making - Provide analysis for SoA or strategy adjustments - Offer benefits and costs of specific strategies - Enhance client confidence with documented advice CTA: Discover how we can help your firm at https://lnkd.in/gybpkn9j #InvestmentResearch #FinancialAdvisers #Superannuation #Paraplanning #Australia #Finance #BusinessDevelopment

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Looking to maximise your unallocated budget and scale your marketing efforts? Become a sponsor of the CFA Society Australia Investment Conference (AIC) and showcase your brand to an engaged audience of investment professionals, including over 3,500 CFA Society members and 5,000 CFA Program candidates. The #AIC is the leading industry forum for the investment management profession. We bring together Australian and global thought leaders to explore micro and macro trends affecting the investment landscape and share perspectives and practical insights on emerging trends. 📅 Date: 17 October 2024 📍 Venue: Sofitel Melbourne Confirmed speakers: ✔ Cliff Asness, Co-Founder, AQR Capital Management ✔ Brett Chatfield, Chief Investment Officer, Cbus Super ✔ Cassandra Crowe, CFA, Head of Consultants Australia and New Zealand, T Rowe. Price ✔ Iona Dent, CFA, Associate Portfolio Manager, T. Rowe Price ✔ Jacqueline Fernley, CFA, Chief Investment Officer, Mason Stevens ✔ Carol Geremia, President & Head of Global Distribution, MFS ✔ Lucas Kengmana, Senior Investment Strategist, KiwiSuper ✔ Lucas Klein, Head of EMEA & APAC Equities, Janus Henderson ✔Tracey McNaughton, CFA, Chief Investment Officer, Escala Partners ✔ Allison Miller, CFA, Senior Portfolio Manager, Systematic Equities, AustralianSuper ✔ Ed Northam, Senior Managing Director, Head of Core Renewables, Head of Asia-Pacific, MAM Green Investments ✔ Sandi Orleow, CFA, Non-Executive Director ✔ Ian Patrick, CFA, Chief Investment Officer, Australian Retirement Trust ✔ Zarmeen Pavri, Managing Director, Sustainable Contracting Services Pty Ltd ✔ Anthony Serhan, CFA, Distribution Director, Perpetual ✔ Kiril Sokoloff, Chairman and Founder, 13D Research and Strategy ✔ Craig Thorburn, Director, Research and Insights, Future Fund ✔ Charles Wu, CFA, Chief Investment Officer, State Super Leverage this networking opportunity to establish and strengthen both personal and business relationships within the investment management industry. Contact Michaela Francis or Jenny Liakopoulos for more information. Visit: https://lnkd.in/gcckfQn5 #AIC2024 #Investment #Networking #SponsorshipOpportunities

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The move for advisers to outsource portfolio construction is warranted since it is a unique skillset, the Professional Planner Researcher Forum has heard. Because it is such a different specialisation from giving advice, it would take a “superhero” to have the skills to do both. #researcherforum #portfolioconstruction #financialadvisers #financialplanning #financialservices

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