Private markets ‘the next frontier’ for managed portfolios

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AMP’s bi-annual North Managed Portfolios Insights Report finds managed portfolios are becoming the advice vehicle of choice for more practices across Australia, cementing themselves as a mainstay in adviser portfolios.... Read more continue reading

AFRM marks $400 million in claims paid – a testament to rigorous advice and sustainable cover

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Australian Financial Risk Management (AFRM), a specialist risk-only life insurance advice firm, has reached the milestone of managing over $400 million in life insurance claims paid to clients. The achievement... Read more continue reading

Buy the dip? History suggests geopolitical shocks can create opportunity

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Escalating tensions in the Middle East have once again rattled global markets with oil markets at the centre of investor concern. The possibility that Iran could disrupt the Strait of... Read more continue reading

Geopolitical tensions and thematic shifts not an end to the growth story

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The outbreak of the conflict between the US-Israel and Iran has sparked further market volatility and ‘risk-off’ sentiment but reacting too quickly to geopolitical shocks can be counterproductive, according to... Read more continue reading

Why investors shouldn’t panic during geopolitical shocks

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The rise in tensions across the Middle East has inevitably sparked questions in the past week from investors in Australia about what it could mean for markets and whether portfolios... Read more continue reading

HESTA celebrates critical passage of LISTO legislation

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“HESTA welcomes the passage of the Division 296 Super Bill as a significant step toward a fairer superannuation system for all Australians. “We are particularly excited to see the benefits... Read more continue reading

Residential strength and fundamentals underscore AREIT opportunity

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The latest reporting season has reinforced the resilience of the AREIT sector, with improving residential momentum and stable operating fundamentals despite ongoing interest rate uncertainty, according to Grant Berry, AREIT... Read more continue reading

Private credit’s other lanes still offer value

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Concerns about private credit have intensified in recent months. Investors are grappling with questions about weakening credit quality, stale valuations, looser underwriting, redemption risk in certain types of funds, and... Read more continue reading

Returns under pressure as uncertainty builds

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Despite the Reserve Bank of Australia raising rates at the start of the month superannuation balances continued to grow in February. Superannuation research house, SuperRatings, estimates the median balanced option rose by 1.1% over the month. To the end... Read more continue reading

Global dividends key to generating sustainable yield: GSFM

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Sticky inflation has seen the real returns from cash based investment sitting in negative territory – prompting many investors to look further afield. And while Australian investors love their income... Read more continue reading