Income focused approach exposing retirees to greater risk

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According to new Vanguard analysis, investor portfolios built on a dividend-focused strategy will need to be 100 per cent allocated to equities and greatly elevate their portfolio risk, to meet most income needs in the current low yield environment. Published this week, Vanguard’s latest research paper on the total returns approach An enduring solution for low... Read more continue reading

CPD: Growth in a post-COVID world

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Growth stocks have been on an upward trajectory for years, a trend that has accelerated due to the COVID-19 pandemic. In this article, GSFM shares insights from Munro Partners, global growth investment managers. While classifying stocks as either growth or value is a relatively simplistic view, it’s one that’s had particular relevance in the current... Read more continue reading

Robeco extends exclusion of investments in fossil fuels to all its funds

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Robeco has taken an important next step in its sustainable investing approach with the decision to exclude investments in thermal coal, oil sands and Arctic drilling from all its mutual funds. Robeco has decided to exclude investments in thermal coal as it is by far the highest carbon-emitting source of energy in the global fuel... Read more continue reading

US election impact on investors

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With the US Presidential election just seven weeks away, Frontier Advisors has undertaken a ‘virtual’ trip to the US to meet with several investors, think-tanks, academics and pundits to discuss how investors should be thinking about portfolios heading into this event. They have teamed these insights with analysis of market responses to past elections to... Read more continue reading

Two ETFs to invest in now ahead of Tesla’s ‘Battery Day’ announcement

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Tesla’s widely-anticipated ‘Battery Day’ is coming up on Tuesday, Sept. 22, and investors and analysts expect a good show at the stock markets. Kanish Chugh, Co-Head of Sales, ETF Securities comments: “Tesla will host a live webcast for the Tesla “Battery Day,” a first-time-ever promotional event linked to the company’s annual shareholder’s meeting at its Fremont, California,... Read more continue reading

Steady returns put super funds back in the black

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The recovery in superannuation continued through August as funds posted their fifth consecutive month of gains amid signs of economic recovery in the September quarter. Market stability and continued momentum in shares helped to bolster account balances in August. However, while consumers and investors are looking ahead to a ‘COVID normal’ world, the recovery is... Read more continue reading

Investing in emerging Asia amid rising global tensions

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Europe reaches tipping point Tensions between the US and China are heating up and the European Union is facing increasing pressure to choose a side in the wake of COVID-19. That’s the view of Principal Global Investors Chief Strategist Seema Shah. “China is increasingly considered a strategic rival to the West. Since China was accepted... Read more continue reading

Geopolitical ramifications of the upcoming US election should not be underestimated

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In the US presidential election, the polls have tightened over the past several weeks and market-implied betting probabilities have started to close. Eric Stein, Co-Director of Global Income at Eaton Vance Management notes: “At this point, however, I think Joe Biden should still be considered the frontrunner. Recent momentum for President Trump depends heavily on... Read more continue reading

Melior sees bigger role for corporates to improve social and environmental outcomes

Australian public companies are increasingly embracing the need to play a more active role in ensuring a sustainable future for all, according to a report issued by impact investor Melior Investment Management. Melior’s inaugural Australian Impact Report highlights a growing recognition among corporates that improved performance on sustainability through positive impact is not only good... Read more continue reading

The post-COVID economic factors that merit investor consideration

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For obvious reasons, everyone is focused now on the pandemic, the mitigation policies being put in place to control it and the huge monetary, fiscal and medical implications. “But there are other external factors worth discussing for the impact they could have on the world’s major economies,” notes Jack P. McIntyre, Portfolio Manager, Brandywine Global.... Read more continue reading