A ‘minefield’ for equity investors

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Australian investors face a particularly complex and difficult environment next quarter according to Australian equities investment manager Datt Capital. Emanuel Datt, Founder and Chief Investment Officer, Datt Capital says: “It’s... Read more continue reading

TPT Wealth announces commitment to responsible investment charter

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TPT Wealth has become a signatory to the United Nations-supported Principles for Responsible Investment (PRI). “Adoption of the PRI gives clients confidence that our investment practices are aligned with our... Read more continue reading

The critical role of advisers in the growth of responsible investing

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There is increasing recognition globally that responsible investing is integral to fiduciary duty which has important implications for financial advisers, according to Zenith Investment Partners Head of Responsible Investment &... Read more continue reading

Super funds slip back in August on mixed returns from shares

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After a strong start to the 2023 financial year, super funds dropped back slightly in August with the median growth fund (61 to 80% in growth assets) retreating 0.4%. However,... Read more continue reading

India’s economic development reflected in positive equity market performance

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The Indian economy moved past the United Kingdom’s into fifth place in the world economic rankings this month and some commentators have forecast that it could be the world’s third... Read more continue reading

Mind the gap – the impacts of inadequate retirement savings (part one)

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When it comes to saving for retirement, each of your clients has unique financial circumstances and individual aspirations for life after work. How can you best support them to make... Read more continue reading

Investors increasingly protecting portfolios in wake of rising rates and market volatility

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Investors are exploring new ways to protect their portfolios in the face of rising inflation, central bank tightening, recession fears, and geopolitical instability. Australian and global shares were down 6.5... Read more continue reading

Crescent Wealth diversifies with water rights investments

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Australia’s first Islamic compliant super fund, Crescent Wealth, has diversified its socially and environmentally responsible investment options by providing members with access to investments in Australian water rights. Crescent Wealth... Read more continue reading

Ethics and SMSF advice

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SMSFs comprise more than one quarter of Australia’s $3.4 trillion[1] superannuation sector, with 28,685 new SFSFs established in the year ended 31 March 2022[2]. SMSFs are subject to a number... Read more continue reading

Firetrail S3 Global Opportunities Fund certified by RIAA

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The Firetrail S3 Global Opportunities Fund has been certified by the Responsible Investment Association Australasia (RIAA). The Responsible Investment Certification Symbol is the leading mark for distinguishing quality, responsible and... Read more continue reading