CPD: Is ESG just warming up?

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Whether ESG factors are truly ‘alpha’ factors equivalent to their Value, Momentum, Quality and Low Volatility counterparts remains a contentious issue within the investment community. In this article from GSFM’s investment partner Man Group, it examines the rise of interest in ESG and whether ESG factors can provide superior investment returns. The discussion about responsible […]

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CPD: Sustainable investing – concepts, considerations and conversations

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Introduction Once considered a niche investment category – or even an indulgence – ‘Sustainable’ or ‘Responsible’ investing is now very much part of the mainstream investment landscape, with more than 60% of funds under management in Australia and New Zealand and half of FUM in Europe and Canada[1] being managed in accordance with Sustainable Investing […]

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Sustainable investing and Covid-19

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The most important ESG issue in the coronavirus crisis is our response Companies should act prudently to protect longer-term business Investors will look critically at future remuneration and buybacks Governments should consider ‘green’ stimulus packages As soon as the coronavirus crisis hit our society and financial markets, we received many questions on how this relates […]

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Resimac’s new solicitor partnerships support brokers with digital solutions

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Leading non-bank mortgage provider Resimac has enhanced its lending processes by leveraging new partnerships and adapting the latest technology to ensure brokers can continue to originate home loans without the need to meet with borrowers face-to-face.  The enhancements are facilitated by its new panel solicitor partnerships, with MSA National and First Mortgage Services (FMS). In […]

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COVID-19: Summary on early release of superannuation

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The Coronavirus Economic Response Package Omnibus Act 2020 (“the Act”) received assent on 24 March 2020.  Schedule 13 of the Act amends the SIS regulations to make provision for COVID-19 temporarily early release of superannuation.  Application for this early release must be made within the period of 6 months starting on the day the new regulation […]

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Super splitting is more than agreement between the parties

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When the Family Court orders are finalised, the parties might think that it’s all over, but when it comes to super-splitting there’s considerably more to do. With one in three marriages in Australia likely to end in divorce, the splitting of interests in a Self-Managed Super Fund has raised a number of questions. Under the […]

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In search of the bottom in the Covid-19 crisis

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In this unprecedented time of high uncertainty from a sanitary and economic perspective, the different drivers at play are moving in different directions. These forces make the exercise of GDP forecasting quite tricky and not particularly helpful for the time being. Markets are leading the real economic cycle and therefore they will bottom before the […]

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Views on COVID-19 – mounting concerns around credit triggered a cascade of indiscriminate selling in equity markets

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“Investors began 2020 with high hopes for strengthening global growth, but soon expectations for returns were dashed by overextended valuations and pockets of geopolitical risk. They began to re-evaluate risk, preparing for elevated volatility and lower returns. In early February, worries quickly turned to COVID-19, and a vicious circle began forming on March 12, 2020. […]

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Government needs to refine super access — fast

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The Government is getting most things right. But no one is perfect in the face of a crisis. For some of the most vulnerable people in society the Government’s message is effectively saying, “Use your own super to tide yourselves over and by the way, you’ll need to take it out at a massive loss, […]

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Market fragility reminds us why risk is so important in super

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History has taught us that share market falls are inevitable. What is harder to predict is when they’ll occur. 9/11, the dot-com bubble and, more recently, the GFC, triggered significant declines. Just like Coronavirus, few, if any, saw those events coming and their impact on global markets. The full impact of Coronavirus remains to be […]

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