December 20, 2018

December 20, 2018 | Adviser News


Tech beyond the FANGs

High growth technology companies have become very popular in investment portfolios over the last few years and, notwithstanding some cooling in investor appetite in recent months, they have generally performed very well. The challenge is that this can lead to a concentration developing in markets that can increase the amount of risk for investors.

In this short video, Steve Wreford, Portfolio Manager of the Zurich Investments Global Thematic Share Fund, discusses some of the key risks in owning a portfolio heavily focused on high growth investments and how he has been managing exposure to this popular area of the market within the Global Thematic Fund:

 

Zurich Investments’ partnership with Lazard Asset Management spans over 15 years, and we are proud to have them as our exclusive investment partner for the Zurich Investments Global Thematic Share Fund. Find out more about Zurich’s Global Thematic Share Fund here, or contact your Zurich representative to discuss how we can help you.

 

Important information: The content of this publication are the opinions of the writer and is  intended as general information only which does not take into account the personal investment objectives, financial situation or needs of any person. It is dated December 2018, is given in good faith and is derived from sources believed to be accurate as at this date, which may be subject to change. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such.  Neither Zurich Australia Limited ABN 92 000 010 195 AFSL 232510, nor Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511 of 5 Blue Street North Sydney NSW 2060, nor any of its related entities, employees or directors (Zurich) give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Zurich recommends investors seek advice from appropriately qualified financial advisers. Zurich and its related entities receive remuneration such as fees, charges and premiums for the financial products which they issue. Details of these payments can be found in the relevant fund Product Disclosure Statement. No part of this document may be reproduced without prior written permission from Zurich.
Past performance is not reliable indicator of future performance. CSTT-014098-2018

December 20, 2018

What a year! Thank you to our partners.

2018 was a memorable year for many reasons. In a challenging environment that has seen so much disruption and distraction, it is incredibly heartening to continue to see and hear so much positivity and willingness to adapt and thrive within a shifting advice landscape.

December 20, 2018

The Cost of Care part II – Mental Health

In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve into three of the biggest cost burdens facing Australians today – Cancer, Heart and Artery and Mental Health.

December 20, 2018

Closing off new quote functionality on the ZXpress platform on 1 January 2019

After the successful release of the Zurich Adviser Portal which includes the new, online life quotes platform, we will be closing off the functionality to submit new quotes in ZXpress on 1 January 2019.

December 20, 2018

Economic and market outlook 2019: Choppy Waters

2019 is likely to be the ebb tide of the economic cycle rather than its demise, with slowing global growth, benign inflation and low bond yields. However, the year will host a number of unpredictable but critical political and geopolitical events, creating choppy waters for investors and policymakers to navigate.