Article tagged with 'asset allocation'
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Rethinking traditional balanced fund asset allocation
13 Oct 2022 - Salt Asset Management has presented its latest Global Outlook with the headline; This is going to hurt.
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Hyde to lead asset allocation team
29 Jun 2021 - The Guardians of NZ Superannuation has appointed Dr Charles Hyde as its new head of asset allocation.
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Lower and lower domestic interest rates
14 Aug 2019 - The Harbour team examine market movements in the past month, and what they are watching going forward.
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Advisers' ESG consideration blew our minds: Morningstar
08 Aug 2019 - More than 60% of financial advisers think it is part of their fiduciary duty to ask clients about their ESG values and preferences – a statistic that “blew our minds a bit”, Morningstar’s director of manager research says.
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Bull market's last charge
07 Feb 2019 - A last hurrah on international equity markets may provide opportunities for investors this year, but the local options are more limited, one fund manager says.
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Fiducian: Outsource manager selection, improve service for clients
06 Jul 2018 - Financial advisers can better serve their clients if they don't get bogged down in the day-to-day business of stock and manager selection, one manager says.
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'Business as usual' despite correction fears
22 Jan 2018 - Fund managers are being told a shift to alternative assets could be a good move if they expect a downturn in 2018.
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Time for fundamental allocation rethink
24 Feb 2017 - Advisers cannot keep doing the things they have always done and expect the same outcomes, a financial services consultant says.
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Do balanced funds need to change?
10 Mar 2016 - Changing market conditions may mean New Zealand’s investing population must alter its definition of what a balanced fund looks like, it has been claimed.