Managed accounts could breach Standard 3 Advisers recommending in-house managed account products to clients could be subject to scrutiny on whether it is a conflict of interest, according to The Fold. For more.

Nervous MLC advisers contemplate alternatives The recent changes to MLC’s financial planning licensee arrangements have persuaded some advisers to look at their options. For more.

AMP defends itself after S&P ratings downgrade A ratings downgrade generated by the sale of AMP Life has seen the company defending the strength of its balance sheet. For more.

Record high home loans refinanced in May Over $15.1 billion worth of home loans were refinanced in May, as more Australians are refinancing than ever before. For more.

First inflows for China equity funds in 11 weeks Investors have returned to Chinese equities with the top-performing fund in Australia returning 27.9% since the start of the year. For more.

Expect bumpy path to economic recovery: Aviva Investors Pre COVID-19 levels of economic activity are unlikely to be reached until mid-2021 and the path to recovery will not be smooth sailing, according to Aviva Investors. For more.

Corporate borrowings reach record high A record US$8.3 trillion ($12 trillion) in company borrowings in 2019 was the fastest year-on-year increase in the last five years, according to research from Janus Henderson. For more.

Munro adds exposure to COVID-19 winners Munro Partners has added exposure to areas which will benefit in a post-COVID-19 world such as digital enterprise, digital payments, e-commerce, and innovative health. For more.

Bright spots in listed infrastructure While some listed infrastructure assets were badly hit by COVID-19 pandemic, others such as toll roads are beginning to recover, according to First Sentier Investors. For more.

Bennelong Long Short Equity Management proposal to combine funds The non-binding proposal to amalgamate the Absolute Equity Performance fund and the unlisted Bennelong Market Neutral fund would see the former wound up. For more.

Bryant starts role as head of Mercer Former chief executive of wealth and capital markets and CIO of Australian Unity, David Bryant has started as head of Mercer today. For more.

Searching for the source of alpha The quest for alpha is an eternal part of equities investing, Lawrence Lam writes how founder-led companies can help in the search for outperformance. For more.

Claims pre-assessment & preparation Submitting an insurance claims form requires preparation, writes Col Fullagar, and while this may take time, it will save time and be appreciated by clients in the long run. For more.

Why private equity, why now? Private equity has grown substantially in scale and accessibility in recent years, writes Claire Smith, so why may now be a good time to be looking at opportunities in private equity? For more.