CPD: The many diversification benefits of global equities

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Most investors understand the basics of diversification, or at least understand the adage ‘don’t put all your eggs in one basket.’ However, many investors don’t understand the diversification benefits that arise from each and every asset class. Using global equities as an example, Perpetual explores the way an individual asset class can provide a range […]

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Why following the winner might make you a loser

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One of the most common investment strategies is to back last year’s winner. All too often investors pile into the best performing asset class of the last year in the hope that success will be repeated. But as the below table shows very rarely do asset classes consistently outperform and backing last year’s winner could […]

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CPD: The changing face of demographics and why economies should care

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Summary In 2011 a dramatic shift occurred throughout the developed world — working age populations began a multi-decade decline. Demographic shifts like this in an economy can have profound effects, including changes in growth and debt metrics. To understand these effects we will start by explaining the economic effects in simple terms, seek insights from […]

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Equity bull run leaves many over exposed and under-diversified

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The bull run in Australia’s equity markets has been a magnet to investors with an appetite for simple, cheap and passive investment products, but this approach has led many to ignore the opportunities that alternative assets can deliver, including consistent income and growth. Kyle Lidbury, Head of Investments Research of Perpetual Private, said that lack of accessibility […]

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Reporting season dominated by cost pressures and high P/E- What does this mean for investors?

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The current Australian reporting season has largely overlooked the fundamentals, instead rewarding stocks with high P/E ratios regardless of lackluster earnings, according to the active equity specialist Martin Currie, an affiliate of Legg Mason, one of the world’s largest funds management groups. Martin Currie Australia, Chief Investment Officer, Reece Birtles says that despite the positive economic backdrop, […]

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Aberdeen Standard Investments announces partnership with The Australian National University, reflecting strength in ESG integration

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Aberdeen Standard Investments has announced a new partnership with The Australian National University (ANU), in which they will manage an Australian Fixed Income strategy with an emphasis on ESG. ANU Endowment Fund has selected Aberdeen Standard Investments to manage a strategy that invests in active Australian Fixed Income with an ESG overlay – facilitating the negative screening […]

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Vanguard offers investors greater choice with suite of ethically conscious funds

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Vanguard Australia has announced the launch of a range of Environmental, Social and Governance (ESG) funds, providing greater choice for investors who wish to reflect their values in their investment holdings. The Vanguard Ethically Conscious International Shares Index Fund and Vanguard Ethically Conscious Global Aggregate Bond Index Fund will offer investors access to broadly diversified international equities and international […]

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Smaller investors and instos expected to increase allocations to unlisted infrastructure

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Despite a recent rise in the number of listed infrastructure fund offerings, smaller investors have largely been excluded from the increasingly popular unlisted infrastructure assets. That is changing, according to independent funds management group Infrastructure Partners Investment Fund Management Pty Ltd (IPIFM). Australia’s larger industry superannuation funds have invested in unlisted infrastructure since the mid-1990s, […]

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Hold the champagne: The bond market’s ‘new pessimism’

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I’m a bond guy, and as a paid-up member of the bond managers union (BMU), I must acknowledge that bond managers have a reputation for pessimism. Some of our more cynical colleagues in the equity market accuse us of a certain self-interested pessimism – you know, we ‘talk our book’ by crying “recession” or “crash” […]

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Investment Trends releases 1H Online Broking Report

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Leading research firm Investment Trends has released its 2018 First Half Online Broking Report, an in-depth study of the attitudes, behaviours, needs and wants of online equities and ETF investors in Australia. The report is based on a large-scale survey of more than 11,000 investors and traders conducted in May 2018. Online investor numbers soar […]

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