Finding solace in the short

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As stocks have wobbled, investors have bemoaned having no place to hide – not even in gold. June alone saw the market fall a whopping 8.97%. However, short positions across... Read more continue reading

Inflation in the 70s – baby boomer fantasy or nightmare? Why central banks must focus on getting inflation back down

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Key points The high inflation of the 1970s was bad for economies and bad for investment returns. The long-term downtrend in inflation and interest rates is likely over removing a... Read more continue reading

Investors favour broadly diversified ETFs as market volatility continues

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Australian ETF net inflows remain positive despite a volatile quarter, albeit falling 34 per cent to A$3.1 billion in Q2, according to data recently released by the ASX and Vanguard.... Read more continue reading

Why portfolio protections and risk overlays are under scrutiny as equity markets slump

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Following the considerable market losses endured in the first half of 2022, bfinance outlines that investors are taking the opportunity to weigh their own results and reassess resilience. Portfolio diversification,... Read more continue reading

US market slowdown providing opportunities 

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Global equities boutique manager Bell Asset Management (BAM) believes the drawdown in the United States over the last six months will ultimately provide a favourable environment for active stock pickers... Read more continue reading

Sustainable investing in Emerging Markets equity – seven implications for investors

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The terms ‘ESG’, ‘Responsible’ and ‘Sustainable’ have become commonplace in the investment industry. This article frames the strong interconnectivity between financial returns and environmental and social values, the importance of... Read more continue reading

Australian Retirement Trust helping more superannuation members access financial advice

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Australian Retirement Trust, one of Australia’s largest superannuation funds, has introduced new financial advice fee caps so more Australians can access quality advice. The fund said the fee caps will... Read more continue reading

Asian decarbonisation efforts hampered by fragmented market but recent trends are encouraging

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The issuance of climate related financial instruments in Asia is dominated by China, India and the Republic of Korea, whilst most countries do not leverage climate bond issuance at all,... Read more continue reading

Bringing growth and inflation together in asset allocation decisions

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This is our final article of three aimed at providing advisers with a framework around asset allocation that will assist with client discussions and portfolio strategy in these uncertain and... Read more continue reading

Fidelity International ESG analyst survey: year-on-year progress towards net zero, but there’s a long way to go

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Fidelity International’s annual ESG Analyst Survey finds signs of year-on-year progress towards netzero but confirms there is a long way to go on the journey towards a more sustainable economy.... Read more continue reading