MLC Australia’s Post

We were delighted to announce the expansion of our Discretionary Investment Service in Q2 2024. To learn more about the expansion, Senior Portfolio Manager, Suzanne Berkery, CFP® sat down with Chief Investment Officer, John Mullane, CFA, FCA to explore key highlights of the updated offering. If you’re interested in learning more about our unique approach, the innovative strategy, and why it’s a good time to invest, check out the full Q&A here: https://lnkd.in/etCR4qqA #investing #investmentstrategy #portfoliomanagement #riskprofile #wealthmanagement #financialwellness #discretionaryinvestment #investmentservices

Hargreaves Lansdown adds the Ninety One Diversified Income fund to the Wealth Shortlist, Hal Cook, senior investment analyst, Hargreaves Lansdown comments on the news in the full article below

Insightful article on investors' views on the size of investment trusts and why there's so many mergers from Simon Elliott, Client Director J.P. Morgan Asset Management in Portfolio Adviser. We are also lucky to have Simon as a board member of The Association of Investment Companies (AIC) Simon concludes; "So, will the current wave of mergers continue? It’s likely many of the easier deals have already been completed, leaving more complex transactions for the future. But with investors increasingly demanding larger, more efficient trusts, boards may need to consider consolidation as a viable option to stay competitive. "While bigger isn’t necessarily always better, for many trusts, merging may be the key to survival in today’s investment landscape." Nick Britton, CFA, MCSI Nick Gardner Vanessa Booth Alexander Denny Cathy Pitt Richard Stone Stephanie Coxon Debra Henderson-Burton Juliet Webber Simon Crinage Kerry Haxby-Dean Carolyn Morgan Alexandra Ellaby Anoushaa M.

Increasingly more funds are embracing the total portfolio approach, but can we define the real benefits of this method? We speak with Roger Urwin of the Thinking Ahead Institute and Jayne Bok of WTW about how the results from the recent Global Asset Owner Peer Study shed some more light on this issue https://lnkd.in/gF3g8Acu #investment #TPA Nick Kelly, CFA Aongus O'Gorman Paul Colwell Martin Goss Ellie Boston-Clark Sean Hollins, CFA, CAIA Michael Vassilopoulos Jack Sutherland, CFA C. Marc Bautista Clara Goh Tim Hodgson Marisa Hall Vidu Weerasuria, CFA Jess Gao Joyce Wong Nick B.

Data from our recent UK Private Investment Markets Study (UKPIMS) was used last week in an article featured in the Financial Times discussing Long-term asset funds as a new route into private markets, along with the advantages and potential barriers to investment. Read the article below, and to find out more about UKPIMS get in touch! #ltafs #privatemarkets #financialresearch #assetmanagement https://lnkd.in/eBQesr63

Investment advisers and asset consultants are yet to adopt the same investment philosophy after decades of a shared purpose and growing knowledge. However, this diversification has created a range of strategies and styles. Graham Rich #mammi #investment #assetconsultants #financialadvisers #financialplanning #financialservices

We are often asked about the size of the pipeline of quality investment management businesses we are considering. It's of little surprise given the talk on the streets about general private equity's dry powder and in some instances returning investor money because there are few opportunities in which to invest. That's where GP staking is different. The Australian investment management sector is one of Australia's biggest, largely thanks to our compulsory superannuation system which drives enormous pools of savings. The result is that we have a promising pipeline of quality investment management businesses in which we could take a stake. In fact, our current pipeline of investment opportunities at various stages of consideration is $795 million. We will be whittling that down based on our investment process's kill factors. But we won't be short of great businesses in which to take a minority stake to support growth. Learn more about our approach to investing in investment management businesses at scarcitypartners.com. #gpstaking #privateequity #investmentmanagement

Factor investing: the history, application, and key considerations with Legal & General Investment Management (LGIM)'s Francis Chua and James Giblin Read more here: https://lnkd.in/gPamAUvx

We spoke to managers of three investment trusts in the Flexible Investment sector to find out why investors should consider investing with them rather than holding cash. Find out what they told us: https://lnkd.in/eYtWzwUe Annabel Brodie-Smith Nick Britton, CFA, MCSI Nick Gardner Vanessa Booth Juliet Webber Richard Stone Peter Spiller CAPITAL GEARING TRUST P.L.C. CG Asset Management Katie Forbes Jasmine Yeo Ruffer Rory McIvor Dan Higgins Marylebone Partners LLP Majedie Investments PLC #InvestmentTrusts #InvestmentCompanies #Investing

Investors can be forgiven for being nervous in today's market, with valuations high and triggers for volatility seemingly everywhere. But there are trusts that have a proven record of preserving your wealth through crisis after crisis. We asked three of the leading trusts specialising in wealth preservation how they were tackling today's unpredictable environment...