Weekly Insights 30.10.23

Whitepaper: Five to thrive

Five simple but powerful strategies to help advice professionals build resilience to business and personal stress from Kamal Sarma, an expert in the field of resilience.

Source: BT

 

Not just another ‘fad diet’: the new revolution of weight loss drugs

The recent weight loss drug trial, Select, has proved that these drugs not only result in weight loss, but also a 20% reduction in cardiovascular events resulting in a huge media frenzy and rising demand. The knock-on impact of obesity drugs on other companies cannot be underestimated, with some winners (e.g., related supply-chain companies, contract manufacturing organisations and suppliers) and losers (e.g., meal replacement shakes and fast food companies) already apparent.

For more information, reach out to - Mark Hearne, Strategic Account Manager – mark.hearne@macquarie.com.

Source: Macquarie Asset Management

 

Client Update: Style Timing in Investing (1-min update)

‘Just like trying to time the market, style timing is one of the most difficult things to do in investing.’ Here's what Dr. David Allen said on style timing in our most recent client update.

Source: Plato

 

Why the market is wrong on inflation and you need exposure to UK stocks

Value fund managers Antipodes, who have recently established a presence in London, argue inflation will fall quicker than expected and make the case for two UK stocks.

Source: Antipodes

 

The Experienced Adviser Pathway - a new transitional arrangement for existing advisers

Source: Macquarie

 

To breathe or not to breathe

A resilience-building strategy from Kamal Sarma*. Find out how to control your breathing and use it to calm your mind, body and emotions.

Source: BT

 

Helping you keep your business safe from scams

Scammers are stealing millions of dollars from Australian businesses every year. Their targets are often the busy people running day-to-day operations – the people who pay invoices and answer emails and calls. Whether you’re running your own business, part of a large organisation, or working in a small business, taking the time to educate yourself and your team about scams is key to ensuring your business stays protected.

Source: Macquarie

 

Separation surge, super and pensions: what’s top of mind for advisers

Source: BT

 

Client guide: Saving for home ownership

Source: BT

 

Managed accounts: Going the Distance

Netwealth has created a step-by-step guide: from concept to execution, featuring case studies from successful advice firms that have effectively deployed managed accounts. Explore and implement a holistic transition approach, focusing on key components such as staff education, client engagement, strategic rollout planning, and targeted new client acquisition.

Source: Netwealth