Keeping on course for net zero by 2050

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The COP27 climate summit delivered a few wins, but was disappointing overall. How do we keep on course for net zero in the absence of global cooperation? In our view,... Read more continue reading

Invesco launches the tenth Global Sovereign Asset Management Study

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Surging inflation has prompted sovereign wealth fund investors to re-examine their asset allocation, with private markets the main beneficiary, according to the latest ‘Invesco Global Sovereign Asset Management Study’. Now... Read more continue reading

AMP Bank announces industry-first partnership with Bricklet to support first home buyers

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AMP Bank has announced an industry-first partnership with Bricklet, a shared equity home platform, to help more Australians get into the property market sooner. In partnership with AMP Bank, Bricklet’s... Read more continue reading

Australia’s value ‘spice’: Is global exposure really the best way for investors to add value

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Investors have recently been adding Global Value ETFs to their portfolios to enhance  exposure to value style given the market dynamics this year, says Martin Currie, the active Australian equity... Read more continue reading

An alternative to the Your Future Your Super performance test

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In November last year, Chant West shared its concerns about the Your Future Your Super (YFYS) performance test, arguing that it failed to measure what was important for member outcomes and that... Read more continue reading

GMO announces initial Net Zero Asset targets

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Grantham, Mayo, Van Otterloo LLC (GMO), a global investment manager, has released its initial net zero targets and transition plan. In October 2021, GMO became a signatory of the Net... Read more continue reading

October Budget 2022 – super aspects summary

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Increase in Com Penalty Unit Increase to $275 (presently $222) Operative date 1 January 2023 Example – breach of operating standard (such as failing to keep separate assets held by... Read more continue reading

‘Short-term pain, long-term gain’: Robeco outlook for 2023

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In its annual outlook, Robeco expects a considerable brightening of the return outlook for major asset classes during 2023, but not before inflation, interest rates and the US dollar hit... Read more continue reading

Back-door benefits from super not permitted

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The rules relating to what a self-managed superannuation fund can and cannot invest in are complex and for the uninitiated appear confusing and alien. But there is a basic logic... Read more continue reading

Super bounces back in October as share markets rally

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Super funds had a strong October on the back of rallying global share markets. The median growth fund (61 to 80% in growth assets) made an impressive gain of 3%... Read more continue reading