Taking stock – Still the only game in town

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The only game in town continues to play for Australian Equity investors. Over the past year the ASX200 index is flat, but Resources and Energy are both down 25%. Every... Read more continue reading

RIAA benchmarking report confirms strong performance of ethical investment

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Australian Ethical has welcomed the outcome of the latest Responsible Investment Association of Australia (RIAA) benchmarking report, saying the results reflect an increasing demand for responsible investment products. The report... Read more continue reading

Survival strategies for market turbulence

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The fear of losing retirement savings sees many people move their superannuation to cash investments in preparation for this new phase of life. The experience of those who retired in... Read more continue reading

Europe’s consumer-led recovery not just about the oil price

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Consumer spending in the euro area is now growing at its fastest since 2007. Lower oil prices have helped but are only part of the story, in our view. There’s... Read more continue reading

Comparing XTBs and Hybrids

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Comparing Exchange Traded Bond units (XTBs) with other investments in the fixed income world. In this paper we look at how XTBs and Hybrids compare and contrast. The first Classes... Read more continue reading

Retain global equities overweight despite Fed hikes ahead: Nikko Asset Management’s updated house view

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Global equities overweight stance backed by G3 growth Fed likely to raise interest rates three times by end of 2015 starting in September Maintains underweight stance on European equities amid... Read more continue reading

Listed real estate and rising interest rates – should we be concerned?

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One of the more persistent themes in listed real estate today is the so-called headwinds of rising US (and global) interest rates. The narrative argues rising interest rates are negative... Read more continue reading

Property – aspiration to fulfilment

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Property is one of the world’s oldest asset classes and has historically been viewed as a principal sign of wealth. In Australia, from the late 19th century into the mid-20th... Read more continue reading

Fortnum adds FirstWrap as a preferred platform

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Fortnum Financial Group has approved Colonial First State’s award-winning FirstWrap platform. Fortnum chose FirstWrap on the strength of its market-leading model portfolio functionality and Colonial First State’s strong commitment to... Read more continue reading

The case for offshore investing in a low interest rate environment

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Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explains the little known link between loans and deposits, the impact on equities and the Australian superannuation system, and why... Read more continue reading