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

Investing in India in the post-COVID world can provide attractive returns

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Investors considering emerging markets for diversification are often attracted to the Asian region due to the well documented growing middle-class and economic prospects that build a growth case for this... Read more continue reading

Kearney Group launches Ethos suite of responsible ESG investment portfolios

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Kearney Group is pleased to officially announce the arrival of Ethos Managed Portfolios – a suite of responsible investment options suited to socially conscious and sustainability-minded investors. “At Kearney Group,... Read more continue reading

UniSuper hits $10bn in ESG-themed options

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UniSuper, the $90 billion superannuation fund for the higher education and research sector, has surpassed $10 billion in funds under management across its three dedicated ESG investment options, solidifying its... Read more continue reading

Super fund mergers need to deliver investment rationalisation wins

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Centralised Portfolio Management (CPM) can play a pivotal role in the mass consolidation of the superannuation industry that will define its future for the next 10 years, says global implementation... Read more continue reading

Resisting ‘hot stocks’ no barrier to returns for outperforming small caps fund

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Avoiding ‘hot stocks’ such as those in the buy now, pay later and mining sectors has not stopped the Prime Value Emerging Opportunities Fund from becoming the second highest performing... Read more continue reading

Recent comments about super need fact-based response

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Some recent comments from Federal government members and Treasury’s budget papers on super questioning the merit of Australia’s super system call for a clear response based on facts, not one... Read more continue reading

Delayed plans to downsize now in sight for Australian retirees

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COVID-19 continued to be a dominant theme in Australians’ conversations with their financial advisers in the final quarter of 2020, as clients realise their plans to downsize for lifestyle or... Read more continue reading