5 Innovation platforms investors shouldn’t miss in 2019

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Summary During the fourth quarter, the MSCI World Index, S&P 500 and NASDAQ posted their weakest results since late 2008, pushing valuations to their lowest levels since 2014. Among the fears continuing to unnerve equity markets were slower economic growth globally, trade tensions, Fed tightening, and a flattening yield curve. Exacerbating concerns was a loss […]

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CPD: Don’t worry, BBB happy – giving corporate leverage the sniff test

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Given bond ratings’ remarkable importance in securities markets today, the economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, sat down to look at important changes in one segment of the US investment grade corporate bond market: BBBs. They didn’t know it at the time, but when bond issuers and […]

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Resimac supports ‘Don’t Kill Competition’ campaign

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Leading non-bank mortgage provider Resimac has confirmed its support of the nationwide ‘Don’t Kill Competition’ campaign launched by the Mortgage & Finance Association of Australia (MFAA) to oppose a proposed ban on all mortgage broker commissions paid by lenders to brokers.  The final report from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, […]

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China A-Shares diversifying emerging markets investment universe, but with higher volatility

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The inclusion of China A-Shares in major indices will materially increase investment opportunities for active fund managers, according to Zenith. China A-Shares are a class of stocks listed on two Chinese stock exchanges (Shanghai and Shenzen) that provide a more open channel for foreign investors to access Chinese listed companies. Furthermore, the Chinese stock market […]

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Superannuation death benefits are a minefield and arguably in need of simplification and reform

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It’s a fair question to ask: What happens to a family if there is not an estate plan in place and change/tragedy occurs? Who has control? Quite simply, your family’s estate plan is then in the hands of the Courts as they decide which assets go to which parties. It’s an involved process, and the […]

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Dividends to rise to record this year

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While Australian share prices fell over the past year[1], many investors are unaware that that total dividends increased almost 8% in dollar terms from calendar 2017, according to Plato Investment Management. “While share prices were soft in 2018, the Plato Australian Shares Income Fund had a record year for income distributions,” said Dr Don Hamson, […]

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Volatility the new normal as super returns take a hit

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Super members suffered sharp declines in December 2018, pushing many into negative territory for the year, with the likelihood of further losses over coming months as market volatility and political risk continue to challenge the outlook. The latest data from superannuation research house SuperRatings, reveals major fund categories all suffered declines in December 2018, contributing […]

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Picking superannuation winners is a ‘political’ solution that disregards best interest of Australians and economy

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The recently released Productivity Commission review of the Australian superannuation industry was written to address political issues with a total disregard for the best interest of members in superannuation funds. I have worked in the superannuation and investment industry for over 40 years and its ‘Common Sense 101’ NOT to engage in picking winners. Picking fund performance […]

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CPD: The cost of care – part 3 – the cost of heart and artery

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In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]

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First-home buyer numbers surge

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Housing finance Number of home loans: The number of loans (commitments) by home owners (owner-occupiers) fell by 0.9 per cent in November after rising by 2.1 per cent in October (the largest gain in 12 months). First home buyers active: The proportion of first-time buyers in the home loan market rose from 18.1 per cent in October […]

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