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Showing 1251 - 1260 of 2916 results for "Volatility"

Markets prompt adviser asset allocation review: Research

KARREN VERGARA  |  THURSDAY, 19 OCT 2017
... has launched a downside management toolkit to assist and educate financial advisers on preparing for increased market volatility. The toolkit shares the latest capital markets insights and helps advisers and clients achieve their required rate of return ...

Financial advice key for world in reverse: Geldof

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... occurs. This is because of the Western world's growing rejection of globalisation, which in turn has created a world of volatility, confusion and mistrust and spawned a "palpable fear" the world over which has trickled down to the world's financial advice ...

Equity income boutique enters retail market

KARREN VERGARA  |  THURSDAY, 12 OCT 2017
... Income Fund has embedded a derivatives-based solution that will benefit retirees' investment outcomes and combat market volatility and longevity risks. Wheelhouse portfolio manager Alastair MacLeod said large investment losses, particularly in the five ...

Factor-based investment demand strengthens: Research

KARREN VERGARA  |  THURSDAY, 5 OCT 2017
... factor-based strategies identified 'value' as one of the easiest factors to implement, followed by 'low size' and 'low volatility.' Forty-two per cent said 'momentum' is the most difficult factor to implement as trading costs, volatility and frequency ...

NZ Super Fund posts record returns

EMMA RAPAPORT  |  THURSDAY, 28 SEP 2017
... weighting towards growth assets exploit these advantages in a disciplined and cost-conscious way." Orr added that fund volatility was within expected parameters and the amount of risk being taken was appropriate.

Adviser demand drives new CFM strategy

ALEX BURKE  |  MONDAY, 25 SEP 2017
... strategies by following trends in managed futures. It's split across two sets of unit classes: the first, Class A, has a 10% volatility target and a 0.6% per annum management fee, while Class B has a 15% volatility target and a 1.125% per annum management ...

Peak iron ore?

BENJAMIN ONG  |  WEDNESDAY, 20 SEP 2017
... risks to financial stability associated with rising debt levels". Perhaps, this is because of the iron ore price's volatility of late. It was only in mid-July this year that iron ore was considered in a bull market (defined as a 20% and over increase ...

Shaw and Partners leverages success to grow SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... rather than in one diversified portfolio. "This reframes the conversation around risk given that the impact of the volatility of returns matters less than the risk of each investor's goal not being achieved," Anagnos said. Evans also hinted that a property-based ...

AZ Sestante grows fund list

KARREN VERGARA  |  MONDAY, 11 SEP 2017
... launch of Sestante Global Macro Fund. The Global Macro Fund aims to outperform the cash rate before fees and keeps volatility less than 4%; it has a low correlation to the financial markets over a rolling one-year period. The fund invests in the AZ Multi ...

Euro strength is a source of weakness

BENJAMIN ONG  |  FRIDAY, 8 SEP 2017
... "But there was by and large broad consensus on the fact, as I just read in the introductory statement, that the recent volatility in the exchange rate represents a source of uncertainty which requires monitoring with regard to its possible implications ...