First quarter fixed income global outlook

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Western Asset, part of Franklin Templeton, has released its Q1 Global Outlook for Fixed Income markets. In this paper, Western Asset provides a summary of the key drivers behind global... Read more continue reading

2022 Global infrastructure outlook

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2022 is shaping up as potentially another challenging year, with the combined effects of the ongoing COVID crisis together with evolving inflationary pressures presenting governments and central banks around the... Read more continue reading

Investment outlook Q&A: inflation, interest rates, Russia and Ukraine, the risk of a share crash, house prices and other issues

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Key points Inflation will likely slow later this year but remain well above pre-pandemic levels over the medium term. Wages growth is likely to pick up to 3% this year.... Read more continue reading

Morgan Stanley Investment Management on rates, threats and disruptions

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Investment experts from Morgan Stanley Investment Management, the asset management division of Morgan Stanley, Andrew Harmstone and Eric Zhang, share their insights across three current market themes. 1. Rates on... Read more continue reading

Inflation and interest rates- have we reached the pivot point?

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The inflation debate has intensified in recent months. In the latest edition of Franklin Templeton Investment Institute Macro Perspectives, Franklin Templeton’s investment specialists discuss what’s fueling inflation and how policymakers are... Read more continue reading

Advisers keen to learn about Crypto investments

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A recent webinar, attended by over 700 advisers, on crypto assets investments, indicates the weight of interest advisers and their clients are, in this growing asset class. Lonsec partnered with... Read more continue reading

Look for a margin of safety in equity valuations

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As Australian equity market investors position their portfolios for higher inflation and higher bond yields, the winning stocks are coming from the value and cyclical sectors such as Resources and... Read more continue reading

Cryptocurrency 2022: a year of extraordinary development in 2021 sets up great expectations for the year ahead

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The cryptocurrency market passed several important milestones in 2021, as corporate and institutional engagement with the sector deepened, crypto market infrastructure grew more robust, financial regulators started to take the... Read more continue reading

Smaller companies, bigger opportunities

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Australia’s smaller companies A company’s market capitalisation – the total number of its shares on issue multiplied by the latest share price – dictates which index (if any) a company... Read more continue reading

Ethical Advisers Co-Operative: Over $2.2 billion invested ethically

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More than $2.2 billion ($2,235,278,000) was invested ethically by the 2,761 clients advised by member of the Ethical Advisers Co-operative (EAC), as at 31 December 2021. This nationwide membership of... Read more continue reading