Australia: save money with solar

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Each month Australian Ethical Investments assesses energy policy. For each type of energy source, policy is assessed to be either being supportive, neutral, or negative, with assessments updated following new... Read more continue reading

China: Balancing act continues after NPC

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The annual National People’s Congress broke little news, but it offered some clues on economic policy direction in 2015. On the whole, we expect Beijing to continue supporting growth to... Read more continue reading

Active management of credit more effective over the longer term than a target-seeking strategy

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Credit is an attractive asset class that should provide long-term outperformance over government bonds Active management of the exposure to credit can substantially improve performance but a sole focus on... Read more continue reading

What’s keeping bond investors awake at night?

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Bond markets were once the world’s most liquid. Today, trading even $5 million in bonds can be difficult. In the bond market, a narrow bid/ask spread signifies a liquid bond... Read more continue reading

Consumer revival bolstering US growth prospects

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The US economy is getting a shot in the arm from a consumer sector that’s showing renewed vigor. This upswing should more than offset a stumbling energy sector, and it’s... Read more continue reading

Australian investors should rethink risk, avoid ‘yesterday’s winners’

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Franklin Templeton Investments has cautioned Australian investors that increasing allocations to passive strategies may limit their ability to grow their retirement income potential. Speaking in Sydney ahead of Franklin Templeton’s Asia... Read more continue reading

UBS joins mFund service

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UBS Securities Australia has this month joined the mFund Settlement Service. This strengthens the distribution capabilities of mFund through UBS’s extensive network of broker, adviser and investor channels. The addition... Read more continue reading

Euro-area growth: reasons to be cheerful

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Much has been written about the bleak medium-term outlook for euro-area growth. We agree with most of this. But that doesn’t mean the business cycle is dead. In our view,... Read more continue reading

PM CAPITAL says Australian appetite for yield has led to compromised returns

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The Australian financial market search for yield has often led to a compromise in the risk/reward proposition, introducing “unintended risk”, which has on occasions led to the gradual erosion of... Read more continue reading

Appetite for overseas assets reaches nine-month high as confidence in global markets rises

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Certitude Global Investing Intentions Index at its second highest level since inception Nearly half (44%) of all investors believe they need more international assets in their investment portfolio, according to... Read more continue reading