Adviser News and Insights
-
Latest Insights
February 13, 2020
Australia wide, the start of 2020 has been tough for many on multiple fronts with devastating bushfires followed by local flooding in some areas, not to mention rising concerns over the emergence of Novel Coronavirus or COVID-19. While the peak of the bushfire crisis has now passed, the huge rebuilding task from the devastation has just begun.
February 04, 2020
End of Agreed Value Income Protection
To adhere to APRA’s sustainability measures for individual disability income insurance we’re closing Agreed Value Income Protection for new policies, effective 1 April 2020.
February 13, 2020
An invitation to the 2020 Zurich and OnePath National Conference will be coming your way shortly.
February 13, 2020
Sustainable exposure to Energy? Fresh thinking in the Global Thematic Fund
The Zurich Investments Global Thematic Share Fund has introduced some important theme evolutions over the last two quarters. For example, the ‘Gas & Oil’ theme has been replaced with ‘Energy Transitions’ to reflect two important shifts now occurring in the sector.
February 13, 2019
We’re bringing you your monthly Investment Insights direct from our Global Investments team in Zurich. Check here for the latest updates and developments in global markets.
-
Life Insurance
February 04, 2020
End of Agreed Value Income Protection
To adhere to APRA’s sustainability measures for individual disability income insurance we’re closing Agreed Value Income Protection for new policies, effective 1 April 2020.
February 13, 2020
An invitation to the 2020 Zurich and OnePath National Conference will be coming your way shortly.
December 12, 2019
With 2019 in the rear-view mirror, the changes our industry has endured are now presenting the opportunities we must embrace in 2020. It was truly a pleasure this year to be part of so much positive collaboration with our industries bodies, our fellow insurers and our retail and investment partners and what has shone through is our continued willingness to adapt and thrive within a shifting and challenging advice landscape.
December 12, 2019
There’s a new way to unlock your potential – and provide value beyond advice to your clients. _Zone is your education program, designed to guide you through the professional development you need as an adviser to meet the challenges of today and tomorrow.
December 12, 2019
Calls for unity on mental health
The advice industry has called for a more coordinated and unified approach to mental health to help it progress to an everyday consideration that benefits financial advisers and their customers.
-
Investments
February 13, 2020
Australia wide, the start of 2020 has been tough for many on multiple fronts with devastating bushfires followed by local flooding in some areas, not to mention rising concerns over the emergence of Novel Coronavirus or COVID-19. While the peak of the bushfire crisis has now passed, the huge rebuilding task from the devastation has just begun.
February 13, 2020
Sustainable exposure to Energy? Fresh thinking in the Global Thematic Fund
The Zurich Investments Global Thematic Share Fund has introduced some important theme evolutions over the last two quarters. For example, the ‘Gas & Oil’ theme has been replaced with ‘Energy Transitions’ to reflect two important shifts now occurring in the sector.
February 13, 2019
We’re bringing you your monthly Investment Insights direct from our Global Investments team in Zurich. Check here for the latest updates and developments in global markets.
October 31, 2019
The apparent contradiction between equities and bonds
We appear to be in an unusual situation where equity and bond markets are discounting contradictory outcomes.
October 31, 2019
What makes a company “good” or “great”? Many investors when answering that question may think about a company’s product or service, highlighting how that product or service is unique or differentiated or how its pricing model is sustainable.