Thinking about the cycle

From

Being an investor in listed global real estate has been tough of late. With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real... Read more continue reading

From caution to risk on: investor behaviour turns dramatically in July

From

State Street Global Markets has released the results of the State Street Institutional Investor Indicators for July. The State Street Risk Appetite Index showed that long-term investors increased their holdings... Read more continue reading

Opportunities in private credit

From

Private credit continues to surge worldwide as traditional lenders take their focus away from smaller enterprises. This article from GSFM’s examines this trend in Australia and Asia and explores how... Read more continue reading

Super fund returns maintain momentum in July

From

The median balanced option delivered a return of 1.5% in July according to estimates from leading superannuation research house SuperRatings, with funds continuing to build on the momentum in markets... Read more continue reading

New frontiers – Australia’s retirement landscape (part three)

From

Parts one and two of this series examined the retirement landscape and the myriad of risks that face clients prior to and during retirement. In this third and final of... Read more continue reading

Lost deeds can destroy a trust

From

Trusts are most commonly established by a deed. Those deeds contain the terms or rules that control how the trust can be used, and the rights and duties the various... Read more continue reading

Hejaz Group launches new super product with Australia’s first Islamic account-based pension

From

Hejaz Group, Australia’s leading Islamic Finance provider, has announced the launch of its new product, Hejaz Islamic Super and Pension. This marks the first time an Islamic account-based pension has... Read more continue reading

Hidden GEMs: Don’t dismiss EM debt

From

A disappointing decade in some areas of the asset class has left asset allocators questioning the investment case for EM debt. Grant Webster, Ninety One Co-Head of Emerging Market Sovereign... Read more continue reading

The case for Asian emerging market equities

From

Marty Dropkin, Head of Equities, Asia Pacific at Fidelity International, comments, “During periods of market volatility, the attractions of emerging markets can be overlooked. With valuations at multi-decade lows, this... Read more continue reading

Why DNR Capital is positive on small caps in H2 2023?

From

DNR Capital, a leading Australian equities investment manager, says now is the time for investors to be positive on opportunities in the Australian small caps space. Sam Twidale, portfolio manager... Read more continue reading