Active management will be essential for fixed income investors looking to navigate fixed income markets in the months and years ahead

From

As investors continue to grapple with the US election outcomes, the economy, coronavirus developments, and other unknowns, the one certainty is that the ability to navigate the fixed-income markets will be critically important in the coming months, notes Western Asset, a global fixed income manager. Douglas A. Hulsey, Head of Product Management at Western Asset... Read more continue reading

CPD: Environment, social and governance risks are financial risks – when looking at ETFs

From

Over the past 12 months many clients have been looking for funds where the role of environment, social and governance (ESG) factors in adding value to an investment practice have been highlighted.[1]  In addition to this, there has been a number of new Exchange Traded Funds (ETFs) in the market with a focus on ESG... Read more continue reading

Zurich Australia announces new Family Care Policy

From

Zurich Australia has announced a new Family Care Policy that recognises all family circumstances and supports a fair, diverse and inclusive workplace. Acknowledging that every family is different, the new approach to Family Care will support every employee regardless of gender, gender identity or sexual orientation and enable everyone to take paid leave as they... Read more continue reading

2021 outlook strong, but COVID-19 remains the wildcard

From

Developments in the United States with Biden’s presidency, and the status of the COVID-19 vaccine globally, will have a key influence on markets in 2021, and there is quiet optimism with long-term investment themes and insights remaining intact, according to Bennelong boutiques Kardinia Capital, 4D Infrastructure and Quay Global Investors. Kardinia Capital portfolio manager, Kristiaan... Read more continue reading

CPD: Global small caps – now is the time

From

Many investors and advisers recognise that a diversified portfolio should include an allocation to equities across the market capitalisation spectrum. This allows investors to capture the “small-cap premium” which has shown persistence over medium and long-term investment horizons. In this article GSFM explains why it’s the right time to include global small caps in a... Read more continue reading

Young Australians look to swap housemates for home ownership

From

New research from Westpac shows that COVID-19 is continuing to shape Australian home ownership goals, with the number of first home buyers looking to enter the property market in the next five years doubling from 7 per cent before the pandemic to 16 per cent[1]. No longer wanting to pay rent (54%) is the major... Read more continue reading

Rice Warner research throws fresh light on SMSF costs

From

A research report by the actuarial firm Rice Warner offers clear guidance to existing and potential self-managed super fund (SMSF) members whether this form of superannuation could be cost-effective and the right retirement savings vehicle for them. SMSF Association CEO John Maroney says the very important decision of choosing the right superannuation vehicle is one... Read more continue reading

Life settlements are resold insurance policies and can be understood as financing to individuals backed by that person’s life insurance policy

From

“Be like water … If you put water into a cup, it becomes the cup.” – Bruce Lee . While Bruce Lee is a strange source for fixed income strategies, his advice is apt for our low interest rates environment. Paraphrasing – “when rates are low, become the bank.” How so? Interest rates will continue... Read more continue reading

ETFs: a bright future?

From

In this session, Janus Henderson Investors’ (JHI) Head of Exchange Traded Products Nick Cherney and JHI’s Head of Australia Matt Gaden discussed the trends they see taking shape in the ETF landscape, tackled questions around ETFs experiencing liquidity issues and provided a glimpse into the future of the Australian ETF landscape based on the parallels... Read more continue reading

From Seat counts to cycle

From

After four days of counting, the United States have a new President-elect in Joe Biden. However, it doesn’t look like the Democrats will be able to take control of the Senate, and so the market is preparing for a gridlock scenario. Equity markets have been strong on the back of the announcement (and through the... Read more continue reading