Investor confidence increases 11.4 points in August to 107.7; largest increase in 18 months

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State Street Global Markets has released the results of the State Street Investor Confidence Index® (ICI) for August 2023. The Global Investor Confidence Index increased to 107.7, up 11.4 points... Read more continue reading

Private debt can provide better portfolio protection in uncertain times

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Private debt can provide better downside portfolio protection than many other asset classes during periods of economic uncertainty, like the one we are currently experiencing, according to Schroders head of... Read more continue reading

Global dividends hit new record in Q2 but cooling economy means no upgrade to forecast for 2023

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Global dividends achieved an all-time high in the second quarter, according to the Janus Henderson Global Dividend Index. The latest report highlights a 23.0% increase in Australian dividends from the... Read more continue reading

Further interest rate pain on the cards

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Australians can brace for further interest rate increases in the second half of the calendar 2023, says Mishan Dahia, Investment Analyst of the asset consulting firm Atchison. “The Reserve Bank will... Read more continue reading

Inflation-linked revenues continue to benefit infrastructure as inflation, tight monetary policies and slowing growth persists

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Against a backdrop of still high inflation and slowing global economic growth, listed infrastructure is still poised to offer more liquidity and flexibility than unlisted infrastructure assets, says ClearBridge Investments,... Read more continue reading

New option strategies for global and local investors 

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Global equities continue to be the largest asset allocation of many investors and are the largest single asset allocation for AustralianSuper in its balanced portfolio, accounting for 28.5% and similarly... Read more continue reading

Where’s the Beef? It’s Emerging Markets earnings

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Back in the 80s, an American fast food chain made the memorable slogan, “Where’s the beef?” to imply that its competitors were not providing enough substance – in this case... Read more continue reading

It’s good to talk

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‘It’s good to talk’ was an award-winning 1990s advertising campaign for BT, fronted by the wonderful and much-missed British actor Bob Hoskins, in which Bob tried to convince Britain’s taciturn... Read more continue reading

New investment opportunities arise in the changing inflation and growth climate: Franklin Templeton

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Franklin Templeton, a global investment manager, says that although inflation will continue to be an issue for the next 6–12 months and the global economic recovery is uneven, there are... Read more continue reading

The role of Global Environment within a global equity environment

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A new whitepaper, attached, discusses what a decarbonisation strategy benchmarked against MSCI ACWI can offer those with a diversified global equity portfolio, something different in terms of portfolio composition and... Read more continue reading