The winning asset classes of the past 20 years

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Direct Property has been the best performing asset class over the past 20 years. It has returned an average 10.2 per cent between 2003-22, edging out Australian equities at 8.9... Read more continue reading

Market rally gives super funds a positive start to 2023

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Leading superannuation research house SuperRatings estimates that the median balanced option generated a return of 3.0% in January, which will be welcome news for members following a disappointing 2022 calendar... Read more continue reading

State Street entrusted with the custody of superannuation accounts for more than 2 million Australians

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State Street Corporation (NYSE:STT) has announced it has been chosen to provide custodial, investment administration and data management services to Australian Retirement Trust (ART), one of the nation’s largest super... Read more continue reading

Despite inflation fears and higher interest rates, survey finds more than two thirds of institutional investors continue to grow private markets allocations

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State Street Corporation (NYSE:STT) yesterday released the results of a survey1 of private markets allocations from 480 institutional investors including traditional asset managers, private market managers, insurance companies and asset... Read more continue reading

Fixed Income: 2023 Outlook – assessing a mixed bag of macro challenges

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China’s economy faces markedly different risks than the West Against the backdrop of an economic cycle plagued by the uneven recovery from the pandemic, the ongoing ripple effects from the... Read more continue reading

It worked, except when I needed it to work – is the 60/40 portfolio still relevant in 2023?

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The end of a year is often cause for reflection. At the end of 2022, investors who took part in this process might have been left scratching their heads, and... Read more continue reading

Deglobalisation and its impact on world markets (Part two)

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Deglobalisation implies a regime change, with trend increases in capex and the labour share, as well as a higher cost of capital, lower potential growth and greater government involvement in... Read more continue reading

Global X Launch Australia’s first S&P/ASX 200 Covered Call ETF

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Global X ETFs (Global X) has launched a trio of covered call funds in Australia aiming to enhance investors’ income potential, including Australia’s first S&P/ASX 200 passive covered call ETF.... Read more continue reading

Inflation, rates opening up more private equity opportunities for 2023

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Current market dislocations caused by inflation, rising interest rates and higher volatility, have opened up more opportunities for private equity investment in 2023, according to a private equity expert. Russel... Read more continue reading

D-Pal partners with Keystone Property Finance to streamline the client onboarding process for mortgage brokers and borrowers

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Global identity verification provider ID-Pal has announced a partnership with specialist buy-to-let lender Keystone Property Finance to enhance their digital onboarding process for both mortgage brokers and borrowers. Through the... Read more continue reading