Investors increasing allocation to global unlisted property

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Australian investors are planning to increase their allocation to global non-listed property by as much as 34% in the next two years as they grapple with supply constraints in the local market and need for diversification, according to new research. The groundbreaking research was conducted by Russell Investments, the Asian Association for Investors in non-listed […]

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CommSec Research:economy struggles outside the mining sector

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The latest batch of data shows that the Australian economy is treading water at present, especially outside of the mining sector. Firms are reluctant to hire, economy-wide profits are barely growing and car sales are trending sideways. You would still prefer to be in Australia’s place rather than that of the US or most European […]

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Oliver’s Insights: Why yield matters

The renewed turmoil of the last month or so has provided a reminder that we are in an investment environment of constrained capital growth and increased volatility. This is likely to persist for several years as the US and Europe work through the aftermath of the global financial crisis and the public debt problems they […]

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Cautious self managed superannuation investors build a ‘wall of cash’

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The Vanguard/Investment Trends Self Managed Super Funds (SMSF) report tells a clear story of a lack of confidence in future market directions within the self managed super fund sector, according to Robin Bowerman, Head of Corporate Affairs and Market Development from Vanguard Investments. “Given recent market volatility that’s not surprising, but you worry about investors […]

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Self managed super funds and lending

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Have your clients with SMSFs loaned money from their fund? If so, remind them to make sure that the loan terms comply with the law and are in the best interests of their retirement. The ATO is concerned some trustees are lending money from their fund to people who provide advice or assist in the […]

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Technology, education, analytics to drive growth in wholesale insurance market

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A new report from independent financial services consultancy Rice Warner predicts strong growth for the wholesale insurance market over the next 15 years. According to Richard Weatherhead, Director and Head of Life Insurance at Rice Warner, this growth will emanate from individual member increases in cover rather than increases to default cover levels. “The growth […]

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Time to go global, advisers told

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Leading international asset manager, Threadneedle Investments, has called on Australian advisers to think outside the local equities box and ask their clients to consider the merits of a ‘borderless, active approach’ to global investment instead. The call came during the Certitude Global Investments national adviser roadshow where Threadneedle and its global equities offering was introduced […]

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AustralianSuper building in-house investment talent

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AustralianSuper is pleased to announce the appointment of Innes McKeand to the Fund’s newly created role of Head of Equities. In this role, Mr. McKeand will be responsible for the development and implementation of a comprehensive strategy for the construction and management of AustralianSuper’s equities portfolio, which consists of both Australian and international equities across […]

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Don’t overestimate the market downturn

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Investors shouldn’t overestimate the impact that the recent downturn in the financial markets had on their portfolios, Sharesight Managing Director Andrew Bird urged today. “Many investors consider the performance of their share portfolios only in the context of changes to the stock price,” Mr Bird said. “Investors should instead concentrate on understanding the true performance […]

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