Longer-term factors key for AREIT sector

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The Australian Real Estate Investment Trust (AREIT) sector may have taken a COVID-19 hit however short-term implications should not deter investors from taking a longer-term view of the market, says... Read more continue reading

Looking to solve the low yield conundrum: Legg Mason Brandywine Global Income Optimiser Fund marks three-year track record in Australia

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Australia has entered a record low interest rate environment and may remain so for a prolonged period. Thus, investors, and their advisers, face a problem; how to generate sufficient income in a... Read more continue reading

The green lining of COVID-19 – an opportunity for change?

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The COVID-19 pandemic has wreaked havoc for the global healthcare system, economy and markets but there has been a ‘green lining’ in the form of lower carbon emissions, according to... Read more continue reading

Interest from advised clients in rebuilding super rises as COVID-19 queries ease

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Clients of AMP financial advisers are seeking out strategies to rebuild their superannuation balances as enquiries about COVID-19-related help start to ease, according to the latest figures from the technical... Read more continue reading

SMSFs and retirees should look at ‘all weather’ investing to avoid diabolical outcomes

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Every time the markets collapse, there is a particular group of investors that is hit the hardest. The reason why is that this group of investors don’t just lose a... Read more continue reading

Factor investing – an introduction

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Introduction Any list of the hottest topics in investment management circles over the last few years is almost certain to contain ‘Factor Investing’. Sitting between highly active, alpha seeking investing... Read more continue reading

Super funds regain ground but face tough financial year end

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Super funds have proven resilient to the turmoil that hit markets in the wake of the COVID-19 outbreak, extending their recovery through May and early June, and are on track... Read more continue reading

‘Clear Conscience Investing’: As easy as E S G … or is it?

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One of the most significant global trends in investing at all levels, from mum and dad investors to the largest institutional organisation such as major super funds and hedge funds... Read more continue reading

ATO concerns with SMSF property development

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The ATO has issued SMSFRB 2020/1 (“SMSFR”) to highlight its main concerns in relation to SMSF property development.  It is comprehensive and traverses structuring, investment rules, NALI and the anti-avoidance... Read more continue reading

Australian companies fall short on ESG according to new Refinitiv report

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Refinitiv has released the findings of Financing a Sustainable Future in Australia, a new report which looks at the environmental performance of Australian companies compared to global peers. The report... Read more continue reading