By JASON TEH, Vertium Asset Management Chief Investment Officer As a Sydney-based fund manager I always look forward to presenting on adviser roadshows. Last week’s tour in Victoria was no exception, with a range of financial adviser briefings in Geelong and Ballarat – accompanied by Copia Distribution Manager Mani Papakonstantinos. Vertium Chief Investment Officer Jason […]
Are you the type that applies sunscreen before you get exposed to the summer sunshine, or do you prefer to wait a while and apply if you start to see pink? We’ll get to why that matters later. There’s an interesting dynamic playing out in the performance tables of Australian equity income funds. In an […]
If you thought building a retirement portfolio with interest rates at 0.75% was challenging enough, brace yourself for a new gauntlet being thrown down by our Canberra legislators. In a move that’s likely to change the way retirement portfolios are designed, the Federal Government is introducing a retirement income covenant that will require superannuation trustees […]
