Podcast 18: The market versus the RBA – is a hike before 2024 likely?

From

The RBA is sticking with their timing of 2024 before they look at an increase in interest rates. The market believes that inflation will be back sooner than the RBA... Read more continue reading

Ninety One joins Net Zero Asset Managers Initiative

From

Ninety One is proud to announce that it has joined the Net Zero Asset Managers Initiative, which supports investing aligned with the global goal of net zero emissions by 2050... Read more continue reading

Lowe speech to Economic Society today following Tuesday RBA Board meeting. Pushing back against market pricing?   

From

RBA Governor Lowe spoke yesterday to the Australian Economic Society yesterday on The Labour Market and Monetary Policy. Following in the wake of Tuesday’s RBA decision I expect the Governor... Read more continue reading

Franklin Templeton, ClearBridge Investments, Brandywine Global and Martin Currie join industry-leading Net Zero Asset Managers Initiative

From

The Franklin Templeton Investment groups and three of their affiliated specialist investment managers ClearBridge Investments, Brandywine Global and Martin Currie — are delighted to announce that they have joined the... Read more continue reading

Thematic products top ETF fund flows

From

Investors’ enthusiasm for megatrends and thematic exposures has returned, with strong flows into ETFs providing exposure to battery technology, robotics and automation so far this year – leading ETF provider ETF... Read more continue reading

Investing in the new world: Finding returns in #TheZero

From

Investors won’t be able to rely on investment strategies that have worked to generate their income and returns over the past decade. With traditional fixed income investments now yielding close... Read more continue reading

The S-Curve and the emerging consumer

From

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

From

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

From

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

From

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