‘Over-exposed’ Aussie dividend investors may need to broaden horizons as overseas stocks improve payouts

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The drop in local dividends has the potential to become more acutely felt as more Australian investors have become ‘over-exposed’ to a small number of sectors, according to Tim Richardson,... Read more continue reading

Income and diversification key to achieving quality returns in tightening credit markets

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A combination of diversification across issuers, industries, asset type, credit quality, maturities and countries remains crucial given credit markets will continue to face a challenging environment with tightening financial conditions,... Read more continue reading

ESG increasingly embraced by Chinese corporates

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Environmental, Social and Governance (ESG) concerns are increasingly gaining traction among Chinese investors, corporates and policy makers, as China shifts towards an economic development model that focuses more on quality... Read more continue reading

Hamilton Lane expands sustainable investment platform

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Leading private markets investment management firm Hamilton Lane (Nasdaq: HLNE) has announced that since early 2021, it has raised more than $850 million of impact and sustainable capital, including the... Read more continue reading

Super funds closing in on a healthy financial year result

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Super funds posted another solid return in April with the median growth fund (61 to 80% in growth assets) up 1.2% over the month. That propelled the return for the... Read more continue reading

Majority of Australians fear they don’t have enough for retirement  

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Despite the compulsory superannuation guarantee being over 30 years old in Australia, a worrying majority of Australians (2 in 3) fear they will not have sufficient financial resources to retire,... Read more continue reading

Macroscope: The debt ceiling – an inevitable increase, an unavoidable reckoning

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Ninety One Strategist Sahil Mahtani and Analyst Daniel Morgan say that it is easy to imagine worse scenarios. At some point in the 2010s, it became unfashionable to worry about... Read more continue reading

From free money to free fall – don’t lose sight of the long term

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Well, what a difference six months can make. Throughout 2021 there were concerns building around valuations, the large swell of unintended consequences or distortions of near-free money that led to... Read more continue reading

The importance of fundamentals in uncertain times

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There is currently no shortage of uncertainty in global markets, and it looks like things will remain that way for the foreseeable future. The prolonged war in Ukraine coupled with... Read more continue reading

Your Future Your Super reforms still on the wrong track

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Despite some helpful tweaks to the proposed format of the Your Future Your Super performance test to make it fairer and reduce some unintended consequences, more changes are needed, says Chant... Read more continue reading