News and Insights

How advisors boost client outcomes by partnering with a trusted investment expert

Collaborating with a trusted investment expert allows advisors to extend their services to more people. Not only do individuals benefit from access to financial guidance, society as a whole is better off because more people are making better decisions with their... read more

How collaborating with a trusted investment partner can fix advisors’ top 10 problems

The wealth advisor’s role is becoming tougher than ever due to increasing regulation, changing consumer expectations, volatile investment markets and the emerging robo-advice threat. Here we discuss the ten biggest problems faced by advisors today and explain how... read more

How managed accounts help advisors boost scale and deliver better client outcomes

Making advice scalable has been a major problem for many practices. With a fixed number of hours in each week, there is a limit to the number of client meetings and advice documents that can be completed. This also says nothing of the highly labour-intensive... read more

Case Study: Wealth advisory firm cuts costs and doubles fees for some clients

Advisor groups typically gain significant business efficiencies and improve the outcomes for their clients by partnering with a trusted investment specialist. Here we demonstrate the significant value created by one group that was seeking to free up time, incorporate... read more

Quality and diversity counter uncertainty and high-flying markets

Delta’s rapid propagation is likely to prompt more dramatic restrictions on movement as the northern hemisphere winter approaches, particularly in areas with low vaccine take up. Still, the economic impact will be nowhere near as severe as in the first half of 2020.... read more

Recovery to remain surprisingly strong

The strength of global economic activity has been surprising many in recent months and is likely to continue to do so as the year progresses. The downturn last year was not due to a collapse following unsustainable build-up of internal imbalances. The Covid-19 medical... read more

Five key themes influencing portfolio construction

Share prices are likely to further appreciate as investors gain greater confidence in the ongoing economic recovery at a time when interest rates are historically low. That said, reasonably high starting valuations reduce the return expectations over our five-year... read more

Continuing recovery from crisis encourages pro-cyclical portfolios

The continued rally in equities leaves less value available. Key economic regions should recover strongly through next year and this is well reflected in share prices. Several factors could prompt a downturn in prices such as delays in dealing with the virus,... read more

Uncertain recovery underway

After stringent lockdowns and economies in freefall earlier in the year, the long road to recovery is underway. Economic data has since May 2020 already surprised on the upside and a strong rebound should be in evidence during the remainder of the year. The globe has... read more

Better times ahead for adding to risk assets

Tragically, many lives continue to be lost to the coronavirus around the world. A brutal economic downturn is underway. The depth of the disaster and the speed of recovery will not be uniform across the globe. Advanced economies with stronger medical systems,... read more

Investment outlook shaped by extraordinary economic and political environment

Global economies should continue growing beyond the current year, helped by expansive monetary policy and additional fiscal support. Corporate earnings and dividends will benefit. We expect risky assets like shares and property to beat defensive assets like cash and... read more

Valuation strain encourages focus on quality, in the main

Our portfolio positioning in recent months is decidedly more cautious. Cash holdings are elevated so that we are ready to snap up bargains in risk assets as market volatility provides opportunities. Interest rates have dropped this year as stalling economies and... read more

Renewed policy support bolsters momentum

Global growth has slowed significantly since the middle of 2018. However various factors point to a likely mild reacceleration in activity later this year and an extended recovery period. Jobs growth implies underlying economic strength. Easier financial conditions,... read more

Less Growth, More Inflation, Continuing Populism

** Great investors are not unemotional, but are inversely emotional – they get worried when the market is up and feel good when everyone is worried– Bill Miller. ** The safe time to invest is when there is blood in the streets– Mark Mobius.** The only ones... read more