The disconnect between GDP growth and Asian equities

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Economic dynamics in Asia provide enormous opportunities to create alpha from stock picking. But it is rarely a function of the level, or even change, of nominal GDP. This article... Read more continue reading

Slight pullback in super funds returns over August

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Leading superannuation research house SuperRatings estimates that the median balanced option delivered a return of -0.5% in August, driven by losses across developed markets following an accelerated interest rate response... Read more continue reading

Australian responsible investment assets hit $1.54 trillion as investment managers agitate for ESG action

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The number of Australian assets managed using a rigorous, leading approach to responsible investment has hit a record value of $1.54 trillion, now accounting for 43% of the total market,... Read more continue reading

APAC investors’ strong interest in sustainable investing continues, with a confidence challenge still to tackle

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Over 60% of retail investors in the Asia Pacific region now recognise the importance of sustainable investing, continuing a positive trend that has developed over recent years. However, more than... Read more continue reading

Home equity and in-home care funding

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Australians have long regarded their home as their castle. And for many retired Australians, home is also a safe haven, something that has become increasingly apparent since the COVID pandemic... Read more continue reading

Podcast 31: No sign of pause from the RBA as the risk of mortgage stress intensifies

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Australia’s central bank has now raised interest rates five months in a row. It’s the most aggressive tightening cycle since 1994. With more hikes expected, and house prices in Sydney... Read more continue reading

Montgomery Investment Management launches a second credit fund for investors seeking stable monthly income and capital preservation

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Montgomery Investment Management (Montgomery) through its recent partnership with Aura Group, is pleased to announce the launch of its second income strategy, the Aura Core Income Fund. The Aura Core... Read more continue reading

Federated Hermes proprietary research shows ESG continues to deliver performance despite headwinds

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The Global Equities team at Federated Hermes Limited has been conducting research every other year since 2014 looking at how E, S & G contribute to performance. The latest research... Read more continue reading

BlackRock launches Global Agg Bond ESG ETF (AESG) as part of its commitment to broaden the Australian iShares Fixed Income ETF range

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BlackRock has launched the iShares Global Aggregate Bond ESG AUD Hedged ETF (AESG) specifically to serve as a core fixed income ESG portfolio building block for Australian investors. The addition of... Read more continue reading