In her FPA Congress keynote address, Professor Pamela Hanrahan articulated a point that I would argue many advisers understand, but that possibly gets lost in the noise.

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In our recent blogs we mentioned the AAN Investment Committee had been very active through this recent downturn. 

This sort of event can provide an opportunity and the attached information will give you a fuller explanation of the restructuring and repositioning that occurred towards the end and during the re-weight of the March Quarter. 

This is for your information only and is a little technical, however we hope it provides a deeper understanding of the work that is going on behind the scenes.

 ·         None of these transactions occur without an analysis of alternatives, recommendations, some ‘animated’ debate and careful management of the investment risk.

·         Within the models, the growth to defensive asset allocations remain the same, it is the underlying investment options that have been adjusted or replaced. 

Please do not hesitate to contact us if you have any queries.

In today’s world, it seems there is nothing more difficult to achieve than consensus. With almost every topic a matter for partisan debate, asking a group of people to respond to a common piece of stimulus will typically result in a range of reactions, no matter how straightforward that stimulus might appear.

Put it to a group of Australians that the sky is blue and you’re almost guaranteed to be faced with a diversity of views.

This week at AAN, we were fully expecting a Labor party led by Bill Shorten to be heading to the lodge and their agenda to start being factored into our strategies…

The concern was always that the ALP had already flagged a mini budget in September, which would have meant at least another four months of uncertainty and then looking at the impacts of the changes they were going to introduce.

Ignoring personalities and rhetoric, the Labor economic policies were all about a big increase in taxes that they would then be redistributed to government services and welfare.