Global small caps poised for strong returns in the wake of COVID-19

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Investors who eschew small caps are missing out on valuable opportunities – particularly in the current environment, says Damien McIntyre,  CEO, GSFM. “Periods of underperformance for global small caps do coincide with... Read more continue reading

A performance test for super funds will undermine performance, detrimentally impact on innovation and erode confidence in the system

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The Federal Government announcement that it will subject super funds to an annual performance test and block underperformers from taking new members is draconian, overly simplistic and if implemented, will... Read more continue reading

Asset rich, cash poor: Meeting cash obligations with all eggs in one basket

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What to do when the fund owns a property and one of the members dies.  Can the fund delay selling the property to pay the death benefit? A self-managed superannuation... Read more continue reading

The value of sustainable dividends

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Companies that exhibit sustainably growing dividends do not seek to generate a high income stream, nor do they try to be the fastest growing businesses. Sustainable dividend growth is a... Read more continue reading

Robeco credit quarterly outlook: Q4 2020

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In light of the massive gap between markets and fundamentals, we approached this Credit Quarterly Outlook with the question: do fundamentals still matter? Sander Bus, Co-head of the Robeco Credit... Read more continue reading

Podcast 10: Has the RBA gone too far by not going far enough?

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Despite some industry heavyweights predicting a rate cut, the RBA kept rates on hold for October. What three reasons do Darren Langer and Chris Rands give that could explain the... Read more continue reading

2020 Australian Federal Budget – Infrastructure spending company

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In the 2020 Federal Budget, the Commonwealth Treasurer announced an additional A$10bn in funding for infrastructure projects over the next four years, increasing the post COVID-19 infrastructure commitment to A$14... Read more continue reading

Resimac sustainability initiative to offset over five million kilos of CO2

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Leading non-bank mortgage provider Resimac has planted 35,000 trees through its Carbon Conscious program, which has been running since 2010 in partnership with Australian carbon farming company Carbon Conscious Investments... Read more continue reading

Australian businesses ramp up ESG focus

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Australian corporates are shifting their focus away from governance and towards environmental and social factors within the ESG space, according to new research from Perennial. Perennial’s second annual Sustainable Future... Read more continue reading

Investors develop a thirst for digital games, interactive media stocks during COVID

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The digital games and interactive media sector have captured investor interest during the COVID-19 pandemic, says Damien Klassen, Head of Investments of the superannuation and wealth manager Nucleus Wealth. “The... Read more continue reading