Surviving the dividend drought

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Introduction The Australian market declined sharply from the 20 February high of 7,160 to the 23 March low of 4,536, and has since recovered to over 6,000 at the time... Read more continue reading

COVID-19: implications for those nearing or in retirement

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Talk of a recession and underlying unemployment continuing to head north of the 7.1% official rate won’t be allaying the feelings of uncertainty we’re all feeling at the moment, including... Read more continue reading

Costly self-managed super funds? Are they right for me?

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It has been a heated month in self-managed super fund (SMSF) land. The Australian Securities and Investment Commission (ASIC) started the ball rolling with a fact sheet that stated SMSF... Read more continue reading

New bfinance report reveals increasing popularity of China equity strategies amongst institutional investors

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According to bfinance’s recent report, Rethinking China’s Role in Emerging Market Equity Portfolios, investors are reassessing their approach to investing in Chinese equities, supported by fundamental shifts in asset management... Read more continue reading

Volatility stirs as fears grow over a ‘second wave’ and IMF downgrades global growth outlook

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Key points: Market sentiment has turned negative on concern that the spreading coronavirus could force policy makers to slow the pace, or reverse, business re-openings. The International Monetary Fund downgraded... Read more continue reading

Using infrastructure debt in a diversified portfolio

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In the first of a two-part series on asset allocation and infrastructure debt, Andrew Jones, Global Head of Infrastructure Debt at AMP Capital, provides a framework for considering infrastructure debt in the... Read more continue reading

Capital raisings, a source for outsized returns

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Market participants, especially equity investors, can be forgiven if the words déjà vu spring to mind during this COVID-19 period. Although there are definite similarities between the Australian equity market... Read more continue reading

Covid-19 will have long lasting social and economic consequences

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The pandemic has created a fertile environment for social unrest, with much depending how well governments address the crisis and the subsistence needs of their citizens. In a recent research... Read more continue reading

Zenith Managed Account clients increase through market volatility

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Demand for Zenith Investment Partners managed account services continues to grow amid the uncertainty and volatility in investment markets sparked by the Covid-19 pandemic. Zenith’s CEO David Wright said it... Read more continue reading

Insight introduces new ESG risk rating for fixed income investors

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BNY Mellon’s Insight Investment has introduced a research rating system to assess issuers against a set of proprietary environmental, social and governance [ESG] risk metrics. More than 6,500 issuers covering... Read more continue reading