Socially responsible investment

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First there were ethical funds, then came the broader ‘socially responsible’ investments. Today, the socially aware approach to investment is complemented by impact investing, another investment approach that offers diversification... Read more continue reading
09 Nov 2017

Shorts, long stocks and scandals

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As unfashionable as it might be in some quarters, short selling has become entrenched as a legitimate trading strategy in Australia. Investors should take note. Short selling in a stock... Read more continue reading
08 Nov 2017

The argument for 150/50 investment strategies is compelling

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A 150/50 structure can be an efficient solution for extracting the best risk/return from an approach that tends to be long high-quality stocks and short low-quality stocks. For equities fund... Read more continue reading
03 Nov 2017

Don’t let fear drive down investors’ returns

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Investment risk can be defined as the probability that an investment’s actual return will differ from its expected return; however, there are other risks that can impact investors, particularly those close... Read more continue reading
23 Oct 2017

The case for managed futures

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During certain periods of time, managed futures can capture upward and downward trends in traditional markets; this has made this asset class a popular ‘alternative’ investment for financial advisers looking... Read more continue reading
16 Oct 2017

Choose your own retirement

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Successive governments have pushed out the age at which Australians can access superannuation and aged pension benefits, which for many, delays the age at which they can retire. In this... Read more continue reading
05 Oct 2017

Australian investors urged to take a long-term view to fund retirement

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Australian investors say they prefer safety over performance yet have expectations of annual returns of 9.6% above inflation, without taking on extra risk. The need to diversify and play the... Read more continue reading
28 Sep 2017

Investing in the age of decumulation: AXA IM

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Income investors can implement a low-carbon strategy without sacrificing income, according to new research from AXA Investment Managers (AXA IM). Hosting a series of roundtables for Australian institutional and wholesale... Read more continue reading
20 Sep 2017

Managing interest rate risk with an absolute return approach

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Objective assessment As key global central banks tentatively turn toward monetary policy normalisation, the prospect of a prolonged period of rising interest rates has left some investors questioning the merits... Read more continue reading
19 Sep 2017

How can a young couple build a 40% home deposit?

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Sadly, young couples and individuals in their 30s are dropping out of home ownership due to steep price rises in Sydney and Melbourne. For young Australians, one of the biggest... Read more continue reading
19 Sep 2017