Investment Trends releases latest Planning Software Benchmarking Report

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Leading research firm Investment Trends has released its 2018 Planning Software Benchmarking Report, an in-depth study of the planning applications used by Australia’s financial planners. The report benchmarks the key functionality of each application and reviews the direction of application development for financial planners and licensees. XPLAN leads in Australian planning software benchmark rankings Continuing […]

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Dividends, here and overseas, rose in first quarter

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Dividends across developed markets rose strongly in the first quarter of this calendar year, according to research by Plato Investment Management. “Global dividends grew 19% to $A510 billion in the first quarter compared to Q1 2018,” said Dr Don Hamson, Managing Director of active income fund manager Plato Investment Management. “This was a slight acceleration on […]

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CPD: Modern Monetary Theory, and why you’re about to hear a lot more about it

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If you’re paying attention to US politics, you may be aware of an emerging new[i] economic theory supported by many US Democrats, including Congress ‘freshman’ Alexandria Ocasio-Cortez. This economic framework is generally known as Modern Monetary Theory, or MMT. There have been a number of ‘hot takes’ from economists and journalists on the topic over […]

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CPD: Global listed infrastructure – a growth engine for the next decade

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Infrastructure as an asset class is increasingly on the radar of investors and their advisers. Sarah Shaw, Chief Investment Officer and Global Portfolio Manager from 4D Infrastructure, a Bennelong boutique, examines the unique attributes that make infrastructure an asset class for all stages of the investment cycle; and why 4D remains optimistic about the prospects for […]

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Australia’s new sustainable finance initiative

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The leaders and senior executives of Australia’s major banks, superannuation funds, insurance companies, financial sector peak bodies, civil society and academia are coming together to set out a roadmap for realigning the finance sector to support greater social, environmental and economic outcomes for the country. The Australian Sustainable Finance Initiative has today been unveiled – […]

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Looking back, gazing forward

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On his recent trip to Australia we asked Danton Goei, 20-year veteran of Davis Advisors[1] and Portfolio Manager of the PAN-Tribal Global Equity Fund, to share his insights about what happened to global markets in 2018 and why he has a positive view about 2019. Q: Most investors and advisers are probably thinking – “what […]

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CPD: Economic outlook – cautiously constructive

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Late last month John Tobin, managing director and portfolio manager with Epoch Investment Partners, visited Australia. He came prepared to share Epoch’s macro outlook with financial advisers around the country, an outlook he summed up in two words – ‘cautiously constructive’. In this article, GSFM unpacks what this means and how advisers can best maintain […]

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ESG engagement driving major change in corporate practices

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Måns Carlsson-Sweeny, Head of ESG Research at Ausbil Investment Management, said 2018 was a significant year in terms of ESG developments for Australian businesses. “Over the year we saw the Royal Commission on Misconduct in the Banking, Superannuation and Financial Services Industry, a Government Inquiry into the franchise industry, various shareholder resolutions on ESG issues […]

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The future of unlisted infrastructure

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Sophisticated investors increased their exposure to unlisted assets last year in their quest for more consistent returns, resulting into record capital flowing into infrastructure funds. Investors allocated US$85 billion to unlisted infrastructure funds last year, up $10bn on 2017, according to Preqin. This was the third annual record amount of investment in the asset class, […]

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Rejuvenated China – Shares poised for sustainable rally

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New Beginning After a Lost Decade The sharp rebound in Chinese stocks so far this year has surprised many investors. Notwithstanding the false dawn in first half of 2015, when domestic equities momentarily perked up, the Shanghai Shenzhen CSI 300 Index—one of China’s main equity barometers—has generally underperformed many equity indices around the world, particularly […]

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