CPD: Surviving the dividend drought

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Introduction The Australian market declined sharply from the 20 February high of 7,160 to the 23 March low of 4,536, and has since recovered to over 6,000 at the time of writing. The decline was driven by fears and uncertainty of the extent of the medical crisis, and the economic consequence of isolation and the […]

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COVID-19: implications for those nearing or in retirement

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Talk of a recession and underlying unemployment continuing to head north of the 7.1% official rate won’t be allaying the feelings of uncertainty we’re all feeling at the moment, including those nearing, or in, retirement. While the situation this time around is different to recessions of the past, and the GFC, the need to understand […]

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Costly self-managed super funds? Are they right for me?

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It has been a heated month in self-managed super fund (SMSF) land. The Australian Securities and Investment Commission (ASIC) started the ball rolling with a fact sheet that stated SMSF Trustees spend on average 100 hours a year managing their SMSFs and that the average cost of running a SMSF is $13,900 per annum. The […]

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New bfinance report reveals increasing popularity of China equity strategies amongst institutional investors

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According to bfinance’s recent report, Rethinking China’s Role in Emerging Market Equity Portfolios, investors are reassessing their approach to investing in Chinese equities, supported by fundamental shifts in asset management offerings. While four in five investors still obtain their China equity exposure solely through Global Emerging Market equity strategies, bfinance clients are increasingly using dedicated […]

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Volatility stirs as fears grow over a ‘second wave’ and IMF downgrades global growth outlook

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Key points: Market sentiment has turned negative on concern that the spreading coronavirus could force policy makers to slow the pace, or reverse, business re-openings. The International Monetary Fund downgraded its outlook for the world economy, projecting a significantly deeper recession and slower recovery than it anticipated just two months ago. We expect trade tensions […]

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Using infrastructure debt in a diversified portfolio

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In the first of a two-part series on asset allocation and infrastructure debt, Andrew Jones, Global Head of Infrastructure Debt at AMP Capital, provides a framework for considering infrastructure debt in the context of a diversified portfolio. Infrastructure debt is increasingly popular with investors, as evidenced by our $6.2 billion fundraise for AMP Capital IDF IV in […]

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Capital raisings, a source for outsized returns

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Market participants, especially equity investors, can be forgiven if the words déjà vu spring to mind during this COVID-19 period. Although there are definite similarities between the Australian equity market drawdowns and subsequent recoveries of COVID-19 and the Global Financial Crisis (GFC), COVID-19 has proven to be the GFC in fast-forward. That is, during this […]

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Covid-19 will have long lasting social and economic consequences

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The pandemic has created a fertile environment for social unrest, with much depending how well governments address the crisis and the subsistence needs of their citizens. In a recent research note, J. Patrick Bradley, Senior Vice President, Investment Research at Brandywine Global ( part of Legg Mason ) states: “There’s nothing prophetic about saying the […]

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Zenith Managed Account clients increase through market volatility

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Demand for Zenith Investment Partners managed account services continues to grow amid the uncertainty and volatility in investment markets sparked by the Covid-19 pandemic. Zenith’s CEO David Wright said it is not unexpected that advice firms were proactive in seeking additional investment, research and client communication support during these times. “As market volatility spikes, and […]

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Insight introduces new ESG risk rating for fixed income investors

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BNY Mellon’s Insight Investment has introduced a research rating system to assess issuers against a set of proprietary environmental, social and governance [ESG] risk metrics. More than 6,500 issuers covering 850,000 respective subsidiaries have been assigned an Insight ESG rating since its introduction late last year. It has been applied to c.99% of companies in […]

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