Adviser news & insights
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Insights 27 Nov 2018
Get your clients’ portfolio ready for 2019
To wrap up 2018, Bell Direct CEO Arnie Selvarajah and Equities Strategist Julia Lee have teamed up to give you their investment outlook for 2019.
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Insights 27 Nov 2018
“Horses for courses” - The various uses for fixed income
Different approaches to fixed income – absolute return and benchmark relative – solve different investment problems for investors.
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Insights 27 Nov 2018
Wealth - where to next?
As the Royal Commission puts the spotlight on outdated, vertically-integrated models, customers are turning to IFAs for more transparency and control.
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Insights 30 Oct 2018
October Market Overview
In her October monthly review, Julia shares her insights on two sectors coming under pressure and whether the outperformance of gold will last.
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Insights 22 Oct 2018
Megatrends shaping the advice industry
Challenges such as fee pressure, regulation and increased competition are prompting advisers to rethink their service models.
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Insights 27 Sep 2018
September Market Overview
In her September monthly review, Julia shares her insights on how to detect if the current bull market is coming to an end.
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Insights 20 Sep 2018
Rates Aren’t Moving Any Time Soon
When will interest rates rise? With property prices falling, low inflation and minimal wage growth there is no current catalyst for a rate hike.
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Insights 31 Aug 2018
August Market Overview
In her monthly review, Julia discusses banks repricing their morgage books and shares her insights on which sectors are under pressure given recent political risk.
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Insights 26 Jul 2018
July Market Overview
In her monthly review, Julia shares her insights on which stocks are well placed ahead of the reporting season and which sectors are overweight.
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Insights 25 Jul 2018
Artificial Intelligence leads the way
In time, Artificial Intelligence will impact most parts of the sharemarket, including healthcare, media, entertainment, retail and more.
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Insights 27 Jun 2018
June Market Overview: another year of positive gains
Julia shares her insights on how the Australian sharemarket performed this financial year and which stocks gained more than 200%.
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Insights 22 Jun 2018
What to consider before choosing a managed accounts solution
Managed accounts are gaining popularity, if you’re yet to take the plunge, there are some important considerations before making the final selection.