Search Results | Showing 11 - 20 of 471 results for "Investment Trends" |
| | ... equity markets. MQDB invests in global fixed income instruments, with a focus on quality growth through long-term investment trends. The fund is managed by MAM head of global fixed income Matthew Mulcahy, and senior portfolio managers Shaughn Wilkie ... |
| | | ... increasingly leaning towards cash and fixed income, making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise the significant impact ... |
| | | ... signalling their intent to decrease exposure to risk in the coming six months. Janus Henderson, in collaboration with Investment Trends, released its 2023 Insurance Asset Management Report, which draws on insights from 25 firms across general, life and ... |
| | | With the number of financial advisers stabilised at around 16,000 after falling 43% from its December 2018 peak, forecasting by Rainmaker Information has sought to determine whether demand for advice over the coming decade can be met. According to Rainmaker ... |
| | | ... is well positioned to support the continued growth of the managed accounts space and advisers' use of them; Investment Trends says about 56% of all advisers are now using them to some extent in their business. "Advisers are increasingly adopting our ... |
| | | ... becoming increasingly important, particularly considering the next generation of digitally native heirs. However, Investment Trends head of research Irene Guiamatsia said that HNWs still struggle with a 'whole of portfolio' reporting piece. "For ... |
| | | ... strategies and greater transparency. "Family offices will need to adapt to changing family dynamics, evolving investment trends, the need for greater governance and emerging technologies to remain relevant and effective." |
| | | ... holding more than $1 million of investable assets increased by 10,000 in the past year to 635,000, according to Investment Trends' latest research. The 2023 High Net Worth Investor Report, sponsored by Praemium, is based on a quantitative online survey ... |
| | | New data suggests that 38% of financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing ... |
| | | ... similar features. "But a closer look reveals that only about 60% of their features overlap," he said. Peker left Investment Trends in 2021 after 11 years to start his own consultancy firm. SuitabilityHub was born shortly after and in the following year ... |
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