Emerging market have complicated governance structures, evolving macroeconomics and immature institutions, which leads them to be dynamic, complex and their stocks volatile. Emerging Markets specialist Ashmore Investment Management, a PAN-Tribal Asset Management investment partner, examines the benefits of exposure to emerging market equities. The complexities exhibited by Emerging Markets (EM) creates significant market inefficiencies and... Read more
09
Aug
2022
A stock-take of Australian equity dividends from an investor’s perspective results in a number of conclusions. Max Cappetta, CEO of GSFM investment partner Redpoint Investment Management shares five key takeouts. In the year ended 30 June 2022, shareholders were rewarded with more than $90 billion in cash dividend payments, a record level and an incredible... Read more
08
Aug
2022
Earlier this month ASIC revealed that six of Australia’s biggest banking and financial services institutions have paid or offered over $3 billion in compensation for financial advice-related misconduct. Much of this resulted from the 2018 Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, the ripples from which are still being felt... Read more
01
Aug
2022
2022 review of life insurance genetic testing moratorium In June 2022, Australia’s life insurers announced[1] their intention to cease their membership of the Financial Services Council (FSC) and form a new representative body, the Council of Australian Life Insurers (CALI). In 2019 a Moratorium[3] on genetic testing in life insurance was introduced in response to... Read more
29
Jul
2022
In a reflationary environment, GSFM’s investment partner Epoch expects investors to exhibit an increased focus on capital allocation, as well as quality and sustainable free cash flow. All is explained in this article from Epoch Investment Partners. Until recently, we had been in a disinflationary environment since the 1980s, when Volcker helmed the US Federal... Read more
29
Jul
2022
Greenwashing, and the importance of being kind to trees Some readers with more than a few miles on the clock may remember a comedy show from the 1990s, Absolutely Fabulous, about a shambolic and vacuous Public Relations expert, Edina Monsoon. In one of the show’s more memorable scenes, Edina’s daughter Saffy questions the meaning of... Read more
25
Jul
2022
Not all older Australians need residential aged care; however, for those that do need to access it, the process is complex and the costs significant. This article, proudly sponsored by Russell Investments, explores these issues. Retirement is often divided into three clear stages. Although the nomenclature can vary, each segment is consistently described. The first... Read more
21
Jul
2022
Jedi Knights, Millennials, and other Census tales Yes, it’s that time again. Every four years, we get to pore over the Census results and see how the picture of Australia has changed. As you can imagine, collecting and analysing the data from 25 million people and 10 million households is a mammoth exercise, which is... Read more
20
Jul
2022
The terms ‘ESG’, ‘Responsible’ and ‘Sustainable’ have become commonplace in the investment industry. This article frames the strong interconnectivity between financial returns and environmental and social values, the importance of which is pronounced in Emerging Markets. Emerging Markets specialist Ashmore Investment Management, a PAN-Tribal Asset Management investment partner, considers seven implications for investors. Although the... Read more
12
Jul
2022
This is our final article of three aimed at providing advisers with a framework around asset allocation that will assist with client discussions and portfolio strategy in these uncertain and changing times. In our first two articles (CPD: The importance of growth regimes to asset allocation decisions and CPD: The importance of inflation regimes to... Read more
11
Jul
2022
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