Adviser and investor optimism lifts as pandemic restrictions ease

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Confidence is improving strongly as financial advisers and investors look beyond pandemic restrictions, but ongoing market volatility is likely to present short-term challenges, accordingly to the latest research from Australian... Read more continue reading

SMSFs’ investment returns competitive with APRA funds at $200,000

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The investment performance of a typical self-managed super fund (SMSF) improves as the fund balance approaches $200,000. Once this threshold is reached the fund achieves comparable investment returns with APRA... Read more continue reading

Investment outlook Q&A: inflation, interest rates, Russia and Ukraine, the risk of a share crash, house prices and other issues

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Key points Inflation will likely slow later this year but remain well above pre-pandemic levels over the medium term. Wages growth is likely to pick up to 3% this year.... Read more continue reading

Long-term focus needed for super

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Super fund performance was impacted in January following a turbulent month for domestic and global equities, as rising inflation concerns, and looming rate hikes added to investors’ worries. Supply shortages... Read more continue reading

REST awards responsible investment mandate to Calvert and Parametric for implementation partnership

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Rest, one of Australia’s largest profit-to-member industry super funds, has awarded an enhanced Environmental, Social and Governance (ESG) mandate to Parametric Portfolio Associates LLC (Parametric) and Calvert Research and Management... Read more continue reading

Morgan Stanley Investment Management on rates, threats and disruptions

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Investment experts from Morgan Stanley Investment Management, the asset management division of Morgan Stanley, Andrew Harmstone and Eric Zhang, share their insights across three current market themes. 1. Rates on... Read more continue reading

Inflation and interest rates- have we reached the pivot point?

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The inflation debate has intensified in recent months. In the latest edition of Franklin Templeton Investment Institute Macro Perspectives, Franklin Templeton’s investment specialists discuss what’s fueling inflation and how policymakers are... Read more continue reading

Gen X forgotten in superannuation fund regulations

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Gen X is feeling the pressure, with many people caught in the middle, taking care of both their aging parents and their own kids, while having been completely left out... Read more continue reading

Advisers keen to learn about Crypto investments

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A recent webinar, attended by over 700 advisers, on crypto assets investments, indicates the weight of interest advisers and their clients are, in this growing asset class. Lonsec partnered with... Read more continue reading

Look for a margin of safety in equity valuations

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As Australian equity market investors position their portfolios for higher inflation and higher bond yields, the winning stocks are coming from the value and cyclical sectors such as Resources and... Read more continue reading