CPD: The outlook for interest rates in 2021

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Forecasting outcomes for the year ahead is challenging in the best of times, let alone during a global pandemic. This year, Chris Rands adopted an alternative strategy for determining where... Read more continue reading

China outlook 2021: Starting off the year on the right foot

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Despite the havoc caused by Covid-19, China started off 2021 on a much stronger footing than 2020. As the economic recovery gathers momentum and political tensions with the US ease... Read more continue reading

Evergreen launches ‘institutional-grade’ portfolio stress-testing to advisers

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In a world where a global pandemic can come out of nowhere and send investment markets plunging in synchronised panic, holding an investment portfolio is a stressful experience for not... Read more continue reading

Understanding the differences between ETFs, LICs and Unlisted Funds

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Exchange Traded Funds (ETFs), Listed Investment Companies (LICs) and Unlisted Managed Funds are all popular vehicle structures amongst investment managers to deliver portfolios to their clients. While there are similarities... Read more continue reading

Are growth style managers the safer bet long term?

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The past 12 months has provided an interesting short-term phenomenon where Covid-19 accelerated the flight to online shopping and remote communication technologies and food delivery services. Many growth managers exposed... Read more continue reading

Podcast 13: Could housing be the good news story for 2021?

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Everyone loves a good housing story and it’s looking like 2021 could become a best seller. But at what cost? According to the numbers, we’re still in an economic hole,... Read more continue reading

Aviva Investors announces climate transition engagement programme with commitment to divest from non-responsive companies

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Aviva Investors, the global asset management business of Aviva Plc, has announced its Climate Engagement Escalation Programme, focused on its investments in 30 ‘Systemically Important Carbon Emitters’. The investment firm... Read more continue reading

Credit market valuations imply improved fundamentals in 2021

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High-yield corporate bond and floating-rate loan markets ended 2020 on the up, with a strong rally following news of vaccine efficacy in November. The loan market closed the year with... Read more continue reading

Demand for LICs holds steady as sector moves into 98th year

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The Listed Investment Company (LIC) and Listed Investment Trust (LIT) sector closed out 2020 with a sector market capitalisation of $52.8 billion, a reduction of just 0.6% over the 12... Read more continue reading

Actuaries Institute Pre-Budget submission says super must be simpler and its purpose clear

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In a pre-Budget submission to federal Treasury, the Actuaries Institute has urged the Government to simplify Australia’s superannuation regulations, review areas where retirees need extra support and legislate to make... Read more continue reading