Renewed interest in equities drives ETF industry past A$150 billion in assets under management

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A resurgence in Australian equity ETF flows in Q3 2023 saw the industry experience its strongest quarter this year, according to data recently released by the Australian Securities Exchange (ASX)... Read more continue reading

Super returns continue bumpy ride in September

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Funds are estimated to post negative returns for the second month in a row in September, with leading research house SuperRatings estimating the median balanced option will return -1.8% for... Read more continue reading

Global mid-caps offer attractive returns for equity investors

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Investors seeking exposure to global equity markets shouldn’t ignore mid-cap companies which offer the opportunity for superior returns and superior risk adjusted returns, says Maroun Younes, co-portfolio manager of the... Read more continue reading

Credit chronicle: Rate moves dominate but divergence shines through

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While the third quarter began on a positive note, with a less hawkish tone from the US Federal Reserve stoking hopes of an imminent end to the rate-hiking cycle, a... Read more continue reading

Soft landing scepticism warranted as macro cracks emerge

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Investing and mountain climbing are both judged by the ability to move higher, notes Jeff Schulze, Director and Head of Economic and Market Strategy at ClearBridge Investments, a global investment... Read more continue reading

Navigating the shifting EM debt landscape

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Thomas Haugaard, Portfolio Manager, discusses shifts in the emerging markets debt hard currency investment landscape and the team’s investment thoughts on navigating the asset class in an uncertain global environment.... Read more continue reading

Insync uncovers flaws in passive versus active debate

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A White Paper (the Paper) published by Insync Funds Management (Insync) says the industry has taken at face value the argument that passive outperforms active, but a deeper dive indicates this is... Read more continue reading

Foresters Financial helping retirees to meet net zero

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Foresters Financial, a member-owned financial services company servicing members and investment communities, is urging investors to consider their Sustainable investment options as a mechanism to contribute to a better future... Read more continue reading

AI mania driving investment decisions, but don’t forget fundamentals

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2023 has seen AI mania captivate investors, as a year-to-date bull run in global equities has been fuelled by rampant speculation on the future growth implications of the technology’s broad... Read more continue reading

The new retirement puzzle, ASIC puts advisers at the centre

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In July 2023, ASIC and APRA released the findings of their joint review into the first year of operation of the Retirement Incomes Covenant (RIC). That review concluded that super... Read more continue reading