Perspectives - Autumn 2019

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Aussie investors bearish for 2019

Australian retail investors ended 2018 with a bearish market outlook. As at December 2018, investors on average expect the All Ordinaries Index to grow by +0.3 per cent over the course of the next 12 months, excluding dividends.

What do markets hold in 2019?

With risk aversion spiking in Q4 of 2018 and global markets closing out the year in negative territory, volatility is again increasing, presenting planners and their clients with potentially more investment risks than they have experienced over the past few years.

Royal Commission offers blueprint for reform

Perspectives provides a round-up of the key recommendations in the Final Report of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. This analysis concentrates specifically on the impact the recommendations will have on the financial advice sector in relation to managed accounts.

Moving to the mainstream

With modern technology, high quality governance and well-structured investment models, managed accounts could fast become the default option for high quality advice practices around Australia, says Thomas Bignill.

Onwards and upwards

For Kelly Power, the last 18 months have been a challenging time for the industry, but now that the Royal Commission’s report is out, it’s time to move forward.

The Kodak moment for fintech

Whether it’s fintech or techfin, both sectors place severe pressure on traditional businesses in the financial services industry. Ignore them at your peril, writes Gihan Perera.

Market risks: the unknown unknowns

Despite most expectations, 2018 proved to be a very disappointing and jarring year for investors. Not only did volatility return in abundance, particularly in the first and last quarters of the year, but almost all asset markets ended the year in negative territory.

Marketing a new program

When implementing a new managed account program, there are a number of steps required to e ectively communicate and market this program to planners and clients, writes Toby Potter.

Get off the fence

The Australian economy has been travelling along reasonably well over the past year or so, with inflation contained and the unemployment rate easing to what has been considered the ‘full employment’ rate of 5.0 per cent.

So, what’s been supporting the economy? It’s been growth across several fronts.

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