CPD: Socially responsible investment

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First there were ethical funds, then came the broader ‘socially responsible’ investments. Today, the socially aware approach to investment is complemented by impact investing, another investment approach that offers diversification and reasonable yields in strong business sectors. In this article, DomaCom explores the evolution of social responsibility and how it pertains to investment opportunities. The […]

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CPD: Shorts, long stocks and scandals

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As unfashionable as it might be in some quarters, short selling has become entrenched as a legitimate trading strategy in Australia. Investors should take note. Short selling in a stock can forewarn problems and price falls, although short sellers don’t always get it right. Ultimately, it is company fundamentals that dictate stock returns, and to […]

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The argument for 150/50 investment strategies is compelling

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A 150/50 structure can be an efficient solution for extracting the best risk/return from an approach that tends to be long high-quality stocks and short low-quality stocks. For equities fund manager, Alleron, a 150% geared long portfolio funded by a 50% short sold portfolio, “150/50”, provides a sensible compromise between maximising returns and minimising portfolio risk […]

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CPD: Don’t let fear drive down investors’ returns

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Investment risk can be defined as the probability that an investment’s actual return will differ from its expected return; however, there are other risks that can impact investors, particularly those close to, or in, retirement. In this article, Centuria Capital examines those risk and discusses ways that investment bonds can help to mitigate them. There is […]

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CPD: The case for managed futures

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During certain periods of time, managed futures can capture upward and downward trends in traditional markets; this has made this asset class a popular ‘alternative’ investment for financial advisers looking for assets that are uncorrelated with the traditional equities, bonds and property. Grant Samuel Funds Management (GSFM) has recently partnered with Man Group to offer […]

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CPD: Choose your own retirement

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Successive governments have pushed out the age at which Australians can access superannuation and aged pension benefits, which for many, delays the age at which they can retire. In this article, Centuria Capital examines the need for retirement savings and looks at investment strategies outside of superannuation that could fund an early retirement. Up there […]

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Australian investors urged to take a long-term view to fund retirement

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Australian investors say they prefer safety over performance yet have expectations of annual returns of 9.6% above inflation, without taking on extra risk. The need to diversify and play the long game to fund retirement is well understood, yet few are putting their money where their mouth is. These are some of the key findings […]

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Investing in the age of decumulation: AXA IM

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Income investors can implement a low-carbon strategy without sacrificing income, according to new research from AXA Investment Managers (AXA IM). Hosting a series of roundtables for Australian institutional and wholesale clients and consultants across the country this week, AXA IM presented evidence showing that global equity dividend strategies can incorporate preferences for high environmental, social […]

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CPD: Managing interest rate risk with an absolute return approach – For Professional Financial Advisers Only

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Objective assessment As key global central banks tentatively turn toward monetary policy normalisation, the prospect of a prolonged period of rising interest rates has left some investors questioning the merits of retaining an exposure to fixed income. Investors concerned about the potential for rising interest rates could consider an absolute return approach to bond investing […]

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How can a young couple build a 40% home deposit?

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Sadly, young couples and individuals in their 30s are dropping out of home ownership due to steep price rises in Sydney and Melbourne. For young Australians, one of the biggest challenges they face is the ability to own their own home. In our practice, we are assisting more of our younger clients to educate themselves […]

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