B&K Investment Management Recruitment

With the U.S. presidential election fast approaching, both Australia and the global community are closely monitoring the potential effects on global markets, trade relations, and economic policies in the coming months. However, SuperRatings' Insights Manager, Joshua Lowen, suggests that the election outcome is unlikely to significantly alter the investment strategies of superannuation funds, despite possible impacts on certain assets. Investment teams will continue to monitor policy changes and market developments, particularly risks related to global trade tensions and economic instability under a potential Trump presidency. Read More ▶ https://lnkd.in/gmFqxNDC

According to Adviser Ratings' quarterly report, Adviser numbers rose for the first time in a year, with a net gain of 101 advisers, most of whom joined privately owned firms. This reflects a growing preference for smaller, client-centered practices, as Advisers increasingly leave larger institutions for independent firms that better support their professional goals and values. Read More ▶ https://lnkd.in/gmhbkYfD.

Deloitte's Andrew Boal asserts that the provision of digital financial advice by superannuation funds is a long-term objective, hindered by existing regulatory complexities that differentiate financial advice from financial product advice. This ongoing regulatory complexity highlights the necessity for reforms aimed at facilitating the delivery of financial advice. Read More ▶ https://lnkd.in/g6vNKEdP

The cyber security market is set to reach an impressive $350 billion by 2029, emerging as a key investment trend in response to escalating cyber threats, advancements in software technology, and increasing demands for corporate and national security. This dynamic sector presents a compelling opportunity for investors, as it plays a critical role in safeguarding sensitive information while also offering the potential for substantial returns. Learn More > https://lnkd.in/gCUdK-QD.

Looking to grow your career in Investments? B&K Consulting Pty Limited has several open positions that could be your next big step!

Australia is increasingly establishing itself as a premier investment destination, now ranking sixth globally according to recent QIC findings. The nation shines in key areas such as population growth and economic activity, outpacing traditional economic powerhouses like the US and the UK. With strong fundamentals in demographics and governance, Australia presents a compelling opportunity for international investors. This positive outlook underscores the country’s potential for ongoing growth and a wealth of investment opportunities. Learn more > https://lnkd.in/gSp9BGAc

The International Monetary Fund raises concerns that Australia's superannuation system's increasing allocation to illiquid assets poses liquidity risks, potentially impacting member outcomes and financial stability. This warning reignites debate on the preservation of Australia’s compulsory super model, with Cbus Super Fund and policymakers cautioning against reforms that could destabilise long-term retirement savings. Read More ▶ https://lnkd.in/eaXy5a6R

Nearly half of Financial Advisers worldwide see intergenerational wealth transfer as a serious threat to their business, underscoring the importance of client retention strategies. This highlights the urgent need for Advisers to build stronger relationships with clients and their heirs to safeguard assets under management during wealth transfers. Read More ▶ https://lnkd.in/gSsVy-AU Natixis Investment Managers

Integrating AI into sales and distribution processes is expected to become a key strategy for revenue growth in investment management by 2025, with firms like Amundi and Vanguard already using AI-powered tools to enhance client insights and personalised offerings. As Australia's investment management industry faces global pressures, adopting AI to personalise client interactions and enhance distribution could be vital for staying competitive. Read More > https://lnkd.in/duQNWyp

Goldman Sachs' Strategist David Kostin predicts the S&P 500's returns will shrink to around 3% over the next 10 years, as Big Tech’s dominance wanes and competition from Treasuries rises. For Australian investors with exposure to U.S. markets, this signals a potential shift in strategy. The booming returns from U.S. equities, particularly driven by Big Tech, may no longer deliver the same growth. Read More ▶ https://lnkd.in/eBW5exQv