Understand bank capital structure to help manage risk: Tyndall AM

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Recent events have emphasised the need to understand the capital structure of banks in order to manage risk, warns John Sorrell of Tyndall AM. “Knowing how an investment sits within... Read more continue reading

Advice for life needs embracing

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Planners need to embrace the concept of ‘Advice for Life’, both to add value to their business and help clients better manage their retirement, says Geoff Rimmer, head of private... Read more continue reading

Global monetary policies could trigger higher inflation

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The aggressive reflationary monetary strategies currently being pursued by major governments globally are likely to result in higher inflation in many economies in the immediate future, which investors will need... Read more continue reading

Reporting season expected to shift investors to equities from bonds

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Independent Australian investment management company, Dalton Nicol Reid said the recent strong reporting season should intensify the current shift in asset allocation seen among professional investors. Chief Investment Officer, Jamie... Read more continue reading

Reallocation of cash to direct property expected in 2013

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  Charter Hall is expecting improved equity inflows from retail investors as cash and term deposits are reallocated toward higher income yielding investments such as direct property in 2013. Direct... Read more continue reading

2013 could hold some silver linings for global equities

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Global stock indices posted double-digit returns in 2012 as Hong Kong and Germany performed best while Japan and Spain lagged. Bond markets offered steady returns as emerging-market debt, high-yield and... Read more continue reading

Six themes to watch for 2013

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Russell Investments’ team of global investment strategists has released its 2013 Annual Global Outlook, highlighting core expectations for capital markets and six central issues for the coming year. Russell’s forecast... Read more continue reading

Dangers in the rush to buy bonds

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Investment bubbles are hard to spot. Just ask Alan Greenspan. The former chairman of America’s central bank famously warned in December 1996 that stock market investors were displaying “irrational exuberance”. He... Read more continue reading

Oliver’s Insights – shares in another rough patch

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This edition of Oliver’s Insights note looks at the latest rough patch in global share markets. The key points are as follows: Global shares entered a rough patch in mid-September on... Read more continue reading

Threadneedle Investment Strategy

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“We have held a very cautious view of the global economic environment for some time, and events have proved this caution to be well founded. We continue to expect that... Read more continue reading