Australian economic view – March 2023

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Market review Stubborn inflation and hawkish central banks led to higher yields as markets moved to discount further monetary tightening. Risk appetite waned, with both equity and credit markets softening.... Read more continue reading

Shorter-term challenges remain but long-term return expectations close to best in 8 years

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Higher yields, lower valuations and partial normalisation of policy settings means investment market return expectations are better than they have been for years, says Zenith head of asset allocation, Damien... Read more continue reading

Australian dividends rise to new records in 2022

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Australian investors reaped the benefit of record dividend payouts in 2022, according to the Janus Henderson Global Dividend Index. Global dividends grew strongly in 2022, rising 8.4% to a record... Read more continue reading

Generation Life reveals new Estate Planning features and Investment Bond upgrades

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Generation Life, Australia’s leading provider of innovative tax-effective investment bond solutions, revealed enhanced new features of its LifeBuilder, ChildBuilder, and FuneralBond solutions to continue to help financial advisers support their... Read more continue reading

Market risks: A golden era no more

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With the fruitful tandem of low central bank policy rates and muted inflation no longer carrying asset prices higher, as they did in the decade following the Global Financial Crisis,... Read more continue reading

Reporting season shows resilience of company performance despite fears about inflation, rate rises and recession

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As we approach the end of Australian company reporting season, the results have demonstrated resilience of company performance in the face of fears about inflation, rate rises and recession notes... Read more continue reading

Asian markets to support emerging markets rebound in 2023: New Rreport

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Emerging markets are set to rebound in 2023, according to the Federated Hermes’ Global Emerging Markets Outlook, boosted by the re-opening of China. Rebounds in South Korea, Taiwan and Brazil and the... Read more continue reading

Semiconductors are the new oil in the world of artificial intelligence

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In a world of artificial intelligence (AI), semiconductors are the new ‘oil’, says Munro Partners’ founding partner and chief investment officer, Nick Griffin. During a panel discussion at the Portfolio... Read more continue reading

ESG a key priority for more than half of global leaders

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More than half of global company leaders are looking to redefine ESG goals and become more purpose led, according to a recent survey of business leaders by HLB International. The... Read more continue reading

Super funds off to a fast start to 2023

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Having navigated a testing 2023, super funds kicked off the new year in style with the median growth fund (61 to 80% in growth assets) surging an impressive 3% in... Read more continue reading