RBA eschews further monetary stimulus – where to now?

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Not surprisingly at yesterday’s Board meeting the RBA eschewed the application of any further monetary stimulus following the announcement of a comprehensive array of measures in November. However, it reiterated... Read more continue reading

The 60/40 portfolio needs a makeover

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Investors who rely on fixed income investments to reduce portfolio volatility when risk assets are underperforming may need to revise their investment approach, according to recent analysis from Daintree Capital... Read more continue reading

Downsizing is not for every retiree

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With around 76% of all seniors owning their property outright there is an opportunity to downsize but it is no ‘silver bullet’ solution. Even though the recently announced Retirement Income Review was... Read more continue reading

Active management will be essential for fixed income investors looking to navigate fixed income markets in the months and years ahead

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As investors continue to grapple with the US election outcomes, the economy, coronavirus developments, and other unknowns, the one certainty is that the ability to navigate the fixed-income markets will... Read more continue reading

Zurich Australia announces new Family Care Policy

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Zurich Australia has announced a new Family Care Policy that recognises all family circumstances and supports a fair, diverse and inclusive workplace. Acknowledging that every family is different, the new... Read more continue reading

2021 outlook strong, but COVID-19 remains the wildcard

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Developments in the United States with Biden’s presidency, and the status of the COVID-19 vaccine globally, will have a key influence on markets in 2021, and there is quiet optimism... Read more continue reading

Global small caps – now is the time

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Many investors and advisers recognise that a diversified portfolio should include an allocation to equities across the market capitalisation spectrum. This allows investors to capture the “small-cap premium” which has... Read more continue reading

Young Australians look to swap housemates for home ownership

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New research from Westpac shows that COVID-19 is continuing to shape Australian home ownership goals, with the number of first home buyers looking to enter the property market in the... Read more continue reading

Rice Warner research throws fresh light on SMSF costs

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A research report by the actuarial firm Rice Warner offers clear guidance to existing and potential self-managed super fund (SMSF) members whether this form of superannuation could be cost-effective and... Read more continue reading

Life settlements are resold insurance policies and can be understood as financing to individuals backed by that person’s life insurance policy

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“Be like water … If you put water into a cup, it becomes the cup.” – Bruce Lee . While Bruce Lee is a strange source for fixed income strategies,... Read more continue reading