Stewart Investors joins Responsible Minerals Initiative Investor Network as founding member

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Stewart Investors, an active, long-only equity specialist focused on sustainable investing since 2005, has become the founding member of the Responsible Minerals Initiative Investor Network. The RMI Investor Network will... Read more continue reading

Higher rates, enhanced yield and restoration of traditional 60/40 (equities/bonds) portfolio underscores the appeal of bonds

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Bond yields are higher than they’ve been in nearly 15 years, presenting investors with a variety of opportunities regarding fixed income. The economic backdrop has also improved recently and is... Read more continue reading

A unifying force – the multi-asset pathway to income

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The average retirement age in Australia is between 62 and 65 years[2]. At present, there are 4.1 million retirees in Australia, with approximately 140,000 people joining their ranks annually[1]. By... Read more continue reading

A soft landing and friendlier central bank stance bode well for credit markets

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‘Soft landings’ are hard to achieve but evidence is building that the US Federal Reserve might be able to pull off this feat. While risks remain, credit markets are offering... Read more continue reading

Japan equity in focus: top performer in 2023; remains attractive option for 2024

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Japan’s equity market is at a historical high in total return terms and in price return terms it is at its highest level in almost 34 years. It was one of... Read more continue reading

Thought leadership panel mulls SMSF innovation and intervention

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The SMSF sector will put itself under the microscope at the Thought Leadership Breakfast (TLB) being held on the opening morning of this year’s SMSF Association’s National Conference at the... Read more continue reading

The high yielding recession is coming

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Economic indicators are weakening in Australia but that doesn’t mean that yields will fall the way many expect says Andrew Canobi, Portfolio Manager for Franklin Templeton Fixed Income. Canobi says... Read more continue reading

Claremont Global launches ETMF’s in response to retail investor demand

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The high conviction Sydney-based global asset manager, Claremont Global, is expanding the reach of its global equity fund – the unhedged Claremont Global Fund (ASX:CGUN) and the hedged Claremont Global... Read more continue reading

Most fund managers deliver inconsistent returns and don’t add extra value through management skill, research reveals

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Analysis conducted by Innova Asset Management of more than 100 Australian equity managers reveals that the two strongest factors driving share return variability in Australia are momentum and valuation and... Read more continue reading

What building a house can teach investors about investment portfolios

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Investment portfolios are not built in a day. A portfolio is built over time by gradually acquiring and expanding investments, aided by flexible plan to suit investment goals over time.... Read more continue reading