The S-Curve and the emerging consumer

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Disruption and disintermediation are increasingly common themes across the global corporate landscape. This article from GSFM draws on thematics from its global growth investment partner, Munro Partners. Investors need access... Read more continue reading

MetLife releases Value of Life Insurance report

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MetLife Australia has released a new report on the role of the life insurance industry for individuals, the economy and society. The Value of Life Insurance report provides policy makers, regulators, industry... Read more continue reading

UniSuper hits $100b as it opens to all Australians

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UniSuper, Australia’s fifth largest superannuation fund, surpasses $100 billion in funds under management as it officially opens to new members outside the higher education and research sector, giving more people... Read more continue reading

Finding investment opportunities in China in the age of #TheZero

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China’s economy has performed well in the past year due to its ability to manage the Covid-19 crisis, delivering timely and effective monetary and fiscal stimulus measures. The country recorded... Read more continue reading

Markets dismiss regulation risks

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The US Federal Court decision to dismiss an anti-trust complaint against Facebook this week saw that company catapulted into the $1trillion market cap club (along with Apple, Amazon, Microsoft and... Read more continue reading

ESG: Fad or future?

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From time to time, investors become irrationally enthusiastic. The important thing to note about these manic moments is that the investment theme underpinning them makes perfect sense. The narratives are... Read more continue reading

Unlocking potential through short selling

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In January 2021, prominent hedge funds were making international headlines for all the wrong reasons. Terms such as ‘shorting’, ‘GameStop’ and ‘short squeeze’ were being thrown around in daily conversation,... Read more continue reading

Michael Hallinan reviews recent superannuation changes

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Six member SMSFs finally arrive Why have a 6 member SMSF? A 6 member SMSF may be relevant to situations where a parent or a couple have children who are... Read more continue reading

Australian investors’ optimistic outlook reflects mild COVID-19 experience, according to 2021 Natixis Global Survey of Individual Investors 

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In post COVID markets, Australian investors are optimistic about maintaining above 13% returns from well-diversified investment portfolios, however they will need guidance from financial professionals to balance their desire for safety... Read more continue reading

Inflation spike brings capital preservation pain for income investors

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The rise in global inflation is making it harder for income investors to preserve capital, according to a fixed income expert. Investors may need to look for cash alternatives as... Read more continue reading