2024 Outlook: Will it be a hard, soft or no landing?

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Martin Currie Australia, part of Franklin Templeton, has released its recent outlook paper on what has shaped the Australian market in 2023 and provide fundamental insight into the Australian equities... Read more continue reading

Hidden GEMs: Are the dark clouds starting to part for emerging markets

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With 2023 falling short of expectations in terms of a recovery for emerging markets, Archie Hart and Varun Laijawalla, Co-Portfolio Managers, Emerging Markets Equities at Ninety One, are optimistic on... Read more continue reading

Australians want advice and see super as the best way to pay for it

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New research from Colonial First State has found that 93% of Australians believe people need financial advice and almost two in three are interested in using the funds in their... Read more continue reading

Picture this: cheap but not entirely cheerful

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Ninety One’s Multi-Asset Credit team explains how loans have lagged the recent rally in credit markets to create compelling valuations but warns investors to take care to limit exposure to... Read more continue reading

Overvalued US equities could correct in 2024

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Equity valuations are inflated in the US and with more downside risk in 2024, investors should steer towards quality companies to avoid exposing their portfolios to riskier companies which could... Read more continue reading

2024 a potential turning point for AREITs yet recovery will not ‘lift all boats’

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2024 could be a turning point for AREITs following a period of rate hikes and rising bond yields, according to Amy Pham, Portfolio Manager for the Pengana High Conviction Property... Read more continue reading

Investing globally in uncertain times

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There are many good reasons to invest in global markets…however, with increasing geopolitical risk and volatile markets, what investment approaches are better positioned to prosper? This article from GSFM examines... Read more continue reading

AMP appoints TAL as new default insurance provider for superannuation members

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AMP is pleased to announce it has appointed TAL as its new default and retail insurance provider for AMP Superannuation Fund members, including its flagship SignatureSuper offer. Members’ best financial... Read more continue reading

Munro expects tech rally to run in 2024, led by Nvidia

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The biggest companies in the S&P 500 all grew earnings in 2023 after large structural changes accelerated technology earnings, and this is likely to continue in 2024, led by semiconductor... Read more continue reading

Is it time to hedge global equity investments?

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The slide in the Australian dollar (A$) last year begs the question of whether it’s time to consider hedging global equity portfolios in anticipation of a potential rebound in the... Read more continue reading