Podcast 23: The reopening trade to determine economic growth in 2022

From

One of the key factors that will make or break the case for the RBA tightening in 2022 will be the reopening trade. Will consumers start spending heavily as is forecast, or will the threat of inflation and a rise in interest rates scare them off? Darren and Chris discuss their views in the last... Read more continue reading

Sustainable equities 2022 outlook: maintain focus on long term secular growth

From

Hamish Chamberlayne, Head of Global Sustainable Equities, explains why investors should not be wrong-footed amid increased volatility in 2022. Key takeaways We anticipate heightened market volatility in 2022 as the global economy contends with inflationary pressures associated with the COVID-19 pandemic. We believe that inflationary pressures will benefit long term secular growth trends associated with efficiency, clean technology and... Read more continue reading

CPD: Cash and the departure of meaningful returns

From

Prior to 2008, a consistent factor in the personal investing landscape was the availability of low risk, meaningful returns generated from either cash deposits or government bonds. Apart from being a reliable source of income, such investments could be relied upon to provide a level of capital protection against declines in the riskier equities markets.... Read more continue reading

Challenger Survey Finds only 40% of super fund members expect a comfortable lifestyle in retirement

From

Only 40 per cent of Australia’s superannuation fund members expect to have a comfortable or better lifestyle in retirement, according to a survey of over 3,000 super fund members aged over 45, commissioned by Challenger Life. The survey of superannuation fund members revealed that older people were more likely to expect comfort in retirement, at... Read more continue reading

Credit: The long and short of ESG investing

From

Credit is an asymmetric asset class. The upside is a coupon payment and limited capital appreciation; the downside is a default to zero. For all maturities and bond types, ESG integration can play a crucial role in mitigating risk. Liquidity investing is akin to running a series of sprints. Buy-and-maintain portfolios, on the other hand,... Read more continue reading

CPD: Investing for Impact – how to help your clients cut through the noise

From

When your clients embark on impact investing, this is done with the idea of achieving positive social or environmental outcomes alongside a financial return. Impact investing involves intentionally targeting investments which make positive contributions to selected social or environmental areas as well as avoiding investments that cause harm to them. Examples include climate action or... Read more continue reading

Increase in trust and SMSF legal disputes

From

Marie Brownell, National Manager, Estate Planning, Equity Trustees said the independent trustee and executor had seen a marked rise in legal wrangles over trusts in the past year. There are a few reasons for the increase, she noted, including the use of DIY or off-the-shelf trusts, which can lead to issues down the track. “A... Read more continue reading

North launches new ESG and tech investment options as MyNorth Sustainable Managed Portfolios given 4-Star ‘Superior’ rating

From

North, one of Australia’s leading investment platforms, has added a further 12 ESG focused investment options and eight new technology and innovation-based investments to its investment menu. In total, North has added 65 investment options, including 44 exchange traded funds (ETFs), to its menu during October and November as it continues to deliver on its... Read more continue reading

Super funds that invest responsibly bag greater market share, higher returns

From

Super funds demonstrating leading practice responsible investment are taking a bigger share of the market and financially outperforming their peers, according to a new study from the Responsible Investment Association Australasia (RIAA). The study finds that one-quarter of super funds are demonstrating leading practice responsible investment, but these super funds hold 42% of total assets,... Read more continue reading

Is private real estate an effective inflation hedge?

From

Milton Friedman once famously observed that ‘inflation is taxation without legislation’. Inflation landed with a thud in Australia in October 2021, with the broad Consumer Price Index rising 0.8% for the September quarter, spiking 3% year-on-year. With the spectre of inflation remaining persistent, investors should rightly consider whether portfolio exposure to the effects of inflation... Read more continue reading