How do rising rates affect fixed-rate bond returns?

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Assuming an easing in current global trade war concerns, it still seems likely that global long-term bond yields will rise rather than fall somewhat over the next year or so. This note examines the likely impact on fixed-income bond returns, and the degree to which the prospect of higher rates can already be “priced” into […]

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Beware the dividend honeypot—the lesson of Telstra

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Shareholders burnt by Telstra’s dividend cut and spiralling share price should be wary of high yield shares with attractive dividends but shaky fundamentals. Telstra sparked an exodus of investors after announcing a cut in its dividend from 15.5c per share to 11c, with the challenges facing Australia’s major telco suddenly made palpable to mum and […]

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CPD: Retail and residential population growth – the impact of demographics on real estate

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Demographics really matter! The study of populations, how and where people move, is integral to real estate. Very little can stop the effect of demographics on the economy – it is the slow-moving beast that influences demand and thus resource allocation. At Quay, we keep a close eye on demographic changes across the world to […]

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Australian equities: Investors shift towards high conviction as core comes under pressure 

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Investor momentum towards high conviction Australian equity strategies is likely to continue as traditional core strategies come under increasing pressure from low cost quantitative and passive index offerings, according to Zenith’s latest Research Report on the asset class. In the past 12 months the research house has reported 24% growth in the funds under management […]

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ARCO Absolute Return Fund added to Netwealth and HUB24 platforms

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ARCO Investment Management (ARCO) has confirmed that its Absolute Return Fund has been added to both the Netwealth and HUB24 award-winning investment platforms, giving more advisers and their clients access to its proven Australian equity market neutral offering. ARCO co-founder and portfolio manager George Colman said having the Absolute Return Fund included on the platforms’ […]

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Managing wealth to objectives

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Objectives-Based Investing (OBI) or Goals-Based Investing describes not only an investment philosophy, but also a method of implementation that sets it apart from traditional financial planning. When I read about OBI, I can hear financial planners saying to themselves “yes, that’s what I do because that’s what financial planning is (and always has been) about.” […]

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UBS Asset Management annouces food based ESG project with Harvard University and Wageningen University and Research

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UBS Asset Management (‘UBS-AM’) has announced the launch of a sponsored research project with Wageningen University & Research (WUR) in the Netherlands and Harvard University, to develop an impact measurement framework and methodology that tackles food security, the United Nation’s (UN) second Sustainable Development Goal (SDG). The aim of the research is to build scalable […]

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Growth Farms offers investors a slice of Australian farmland

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Specialist agricultural asset manager Growth Farms Australia has launched an innovative investment trust, the Australian Agricultural Lease Fund, that will buy agricultural land and lease it to primary producers. Farm leasing is a well-established model in the US and other markets, and Growth Farms Australia believes it has strong potential in the local agricultural sector. […]

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Financial advisers look to active management and alternatives to meet investor needs in volatile markets

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Keeping clients’ irrational emotion in check is a challenge for eight out of ten Australian financial advisers, but keeping up with changing regulation is causing headaches for nine out of ten, according to the 2018 Natixis Investment Managers Global Survey of Financial Professionals, (the Survey). Seventy-eight percent of global financial advisers say they think the […]

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CPD: Ten most important charts for fixed income investors

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Since the end of the Global Financial Crisis (GFC) there has been eight years of ‘sunny skies’ – however, with interest rates and inflation moving upward, Brad Boyd CFA, Portfolio Manager with fixed income experts Payden& Rygel (Payden), sees some potential for ‘rainy days’ ahead. In this article, Grant Samuel Funds Management shares a series […]

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