Global dond diversification: Higher yields and new opportunities for aAlpha

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The reset in global bond yields in the early 2020s established a foundation for the return fixed income investors can earn just from being exposed to the broader market. Starting... Read more continue reading

Process trumps prediction in uncertain markets  

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Australian fund managers face a test of discipline as geopolitical conflict, stubborn inflation and market swings continue to unsettle investors, according to Jamie Mead CEO at Talaria Capital. Mead says... Read more continue reading

Private credit growth outpaces investor understanding

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The rapid growth of Australia’s private credit sector has outpaced investor understanding of the asset class, creating a gap between rising participation and a deeper appreciation of the risks, opportunities,... Read more continue reading

Markets look beyond geopolitics as AI and rate hopes drive returns 

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The current peace deal may be fragile, but markets need it to be genuine. If inflation and interest rate risk moderates, bond returns could potentially be sustained at a healthy... Read more continue reading

Investors stay committed to private markets but sharpen manager selection

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LP commitment plans to private markets remain resilient, with almost all investors surveyed expecting to maintain or accelerate their commitment pace, although some investors plan to reduce their number of... Read more continue reading

Syndicated loans offer Australian investors diversification and dependable income

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For Australian investors seeking high income without fixed rate risk, syndicated loans present an alternative to traditional fixed income, says Richard Quin, chief investment officer at Bentham Asset Management. Syndicated... Read more continue reading

Fix the gap: Paying super to carers could make them $45,000 better off in retirement

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Australia’s frontline carers are being made poorer in retirement because they miss out on super when caring intensively for loved ones, often for years, a new report from the Super... Read more continue reading

Current inflation cycle unlikely to mirror 2022

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Despite the higher oil and commodity prices sparked by the Iran-US conflict, inflation in the US and globally is not expected to spiral out of control and we are not... Read more continue reading

Why market fear may be creating the next small cap opportunity

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Markets have a habit of overreacting. We’ve seen it repeatedly across decades of investing, from the GFC to COVID, and even the small cap dislocation of 2022. Each crisis arrives... Read more continue reading

Super balances growing but gender super gap persists

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New Super Members Council analysis of recently released Australian Tax Office tax data shows Australians’ super balances are growing, which means more money in retirement income for millions of everyday... Read more continue reading