A conservative government, falling interest rates, and new APRA lending guidelines; what now for residential property?

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The RBA recently cut its official interest rate by 25 basis points to a record low of 1.25%. Along with the recent win by the conservative government (that campaigned on... Read more continue reading

Strong returns for Australian investors in responsible & ethical funds

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Responsible investment funds are continuing to outperform most mainstream Australian and international funds, according to the latest Benchmark Report issued by the Responsible Investment Association of Australasia (RIAA). With data... Read more continue reading

Back from the brink

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While the US is ‘back from the brink’ and markets have returned to positive territory in 2019, this cycle is well into its late innings. As discussed in this article... Read more continue reading

Why equities for income?

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Income is traditionally associated with term deposits and fixed income among more defensive assets, and with real estate and the traditional concept of high dividend shares among growth assets. In the last 20-years,... Read more continue reading

AFI bond managers strongly positioned to navigate unchartered territory

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In an environment where macroeconomic and geopolitical uncertainties have weighed heavily on investor sentiment, Australian Fixed Interest (AFI) bond managers have continued to demonstrate their resilience and produce strong risk-adjusted... Read more continue reading

The nine most important things I have learned about investing over the past 35 years

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My nine most important lessons from investing over the past 35 years are that: there is always a cycle; the crowd gets it wrong at extremes; what you pay for... Read more continue reading

Pengana WHEB sustainable investing report shows positive impact of investments

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Pengana Capital Group Limited (ASX: PCG) has released the latest Pengana WHEB Sustainable Investing Impact Report ‘Prosperity with Purpose’, which quantifies the positive impact associated with investing in companies that... Read more continue reading

Australia one of the most resilient countries globally, Asia falters

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FM Global, one of the world’s largest commercial and industrial property insurance providers, has released the 2019 edition of the FM Global Resilience Index to help business decision makers across... Read more continue reading

Modern Monetary Theory, and why you’re still hearing a lot more about it

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Last month we published our take on one of the biggest economic discussions today – Modern Monetary Theory (MMT). Most of the public debate to date has centred around the... Read more continue reading

From individual investors to institutions, investors are turning to ESG investing to marry performance with personal values

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Appetite for environmental, social and governance (ESG) strategies is on the rise, as investors increasingly recognise the opportunity to generate alpha through ESG, but for professional investors reporting and measurement... Read more continue reading