September 02, 2021

September 02, 2021 | Adviser News


Manager insights: Lessons from the COVID experience

The COVID-19 experience has impacted every asset class to some level but listed property stocks in particular. Watch this interview to hear from Carlos Cocaro, portfolio manager of the Zurich Investments Australian Property Securities Fund, as he discusses why dislocations in the market can often lead to opportunities and how an experienced manager can exploit value dispersions to build conviction in active positions for the long term.

 

Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. We appointed Renaissance Property Securities Pty Ltd (Renaissance) as the strategic investment partner for the Zurich Investments Australian Property Securities Fund in 2005. The Fund aims to provide investors with an income stream and capital growth over the medium to long-term. Find out more at www.zurich.com.au/areits

 

 

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 August 2021, 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.  Past performance is not a reliable indicator of future performance and should be used as a general guide only. Neither Zurich Australia Limited ABN 92 000 010 195 AFSL 232510, nor Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511 of 118 Mount 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 a reliable indicator of future performance. GINN XYY9MQ.00000.SP.03.

July 30, 2021

Helping you navigate upcoming changes to our industry

The next few months will see the implementation of several important changes impacting Zurich’s and the wider market’s offerings. We have designed an adviser information hub to help you and your teams deepen your understanding, know what’s changing and when, and help you navigate these changes. We will regularly update this suite of practical tools and resources designed to help you embed these changes into your business and advice processes easily and efficiently.

July 30, 2021

Covid-19 today – Learn the science behind the new variants and vaccines

With Covid-19 once again front and centre for many of us in Australia, it’s understandable that you might be interested in learning more about the virus and the various vaccines that you’re hearing about in the media.

July 30, 2021

AFA Conference – EVOLVE

We are proud to be one of the major partners for the upcoming AFA Conference, 'EVOLVE' being held on 21 and 22 September. This conference is an opportunity to collaborate, advocate, innovate and learn. With up to 30 CPD points available and over 35 live speakers, we are very excited to help bring this to life.

July 30, 2021

Discussing the advice relationship with XY Adviser

XY Adviser bring together industry leaders and experts to help financial advisers excel in their professional journey. Their latest podcast features our very own Adam Crabbe discussing the recent launch of our advice focused white papers which provide compelling analysis of how Australian’s health, wellbeing, leisure, and financial security are intrinsically linked with the advice relationship.

July 30, 2021

Advisers hear from Tackle Your Feelings team in Adelaide

We recently hosted an exclusive Tackle Your Feelings (TYF) event for our Zurich employees, advisers and brokers in Adelaide. The group heard from new TYF ambassadors Chad Cornes and Nathan Van Berlo about how to have mental health conversations with your team and how they manage their own mental health. This is just one way we can drive the message #mentalhealthmatters.

July 30, 2021

Dear Next generation: You've got the skills!

A global pandemic, a weakening global economy and scaling back of youth employment won’t stop them. Despite the challenges facing young people today in securing their first job, today’s younger generations have so much to offer, both in terms of skills, and diversity of thinking.