Weakening fundamentals in high yield create a dramatic uptick in fallen angels

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The COVID-19 crisis and sharp fall in economic activity has led to deteriorating corporate fundamentals for many high-yield issuers, which we think warrants close watching, says Jeffrey D. Mueller, Co-Director... Read more continue reading

ESG Insights: There’s no clear solution to the problem of plastics

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Summary Questioning the role of plastic packaging Plastic packaging is a unique material that provides many benefits; namely, it is strong, lightweight, and is cheap to produce, store and transport.... Read more continue reading

Podcast 9: Talk is cheap

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Over the past few weeks, the RBA has started to change its narrative, suggesting that while negative rates are extremely unlikely, they’re not off the table. They’ve also hinted that... Read more continue reading

ESG confusion harms investors and the planet

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A lack of clarity around environmental, social and governance (ESG) approaches to investing is creating confusion and making it harder for end investors to choose an investment product that fits... Read more continue reading

Super tax changes will cost retirees

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The possibility for government to increase superannuation taxes in response to the ballooning budget deficit caused by COVID-19 could severely hurt member balances at retirement, according to a research note... Read more continue reading

Ethical investing leads to more winners

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Taking an ethical stance with your investment choices doesn’t condemn you to under-performance. While there’s a long-held misconception that ethical investors pay dearly for the privilege of favouring companies committed... Read more continue reading

SMSFs and derivatives – a potential diversification option

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Investing in derivatives has been one of the popular investment options for savvy investors. As the ATO has been posing the question to some SMSF trustees whether their investments are... Read more continue reading

Commonwealth Superannuation Corporation invests in mental health

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One of Australia’s largest super trustees, Commonwealth Superannuation Corporation (CSC), has announced its partnership with workplace mental health organisation SuperFriend, effective 12 August. CSC is trustee for 11 super funds, collectively managing around... Read more continue reading

Plan calls for sustainability goals to drive COVID-19 stimulus

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Leading sustainability and fair trade organisations have outlined a plan for regional and global recovery from the COVID-19 crisis aimed at reducing inequalities and building a more resilient economic future.... Read more continue reading

Few clues in reporting season on future market recovery

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While the market appears to be pricing in a recovery in the next year or two, the overriding theme from reporting season was one of ongoing caution and uncertainty, said... Read more continue reading