Revisiting asset allocation for the new normal

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Investors may need to revisit their traditional balanced’ investment option in coming years, as the market cycle turns and overall returns reduce, says Jonathan Philpot, wealth management partner at HLB... Read more continue reading

Non-bank lenders to provide a greater share

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One of the hallmarks of the Australian corporate lending market has been the bank dominance of the sector, with the domestic banks currently holding around 70% market share. Due to... Read more continue reading

Which beta is better?

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Infrastructure investing is increasingly popular within retirement savings plans and it’s easy to understand why. An allocation to infrastructure can potentially deliver lower volatility and a higher dividend yield than... Read more continue reading

30 years of investment lessons from Japan, and the implications for real estate

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Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement. The potential investment advice may look something like... Read more continue reading

Ongoing US-Iran tension could boost energy stocks despite lacklustre global outlook

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Financial markets’ quick recovery following US-Iran tensions may be short lived and punish investor returns, though a renewal of tensions could increase the appeal of energy stocks. Principal Global Investors... Read more continue reading

Local stocks and broad-based international ETFs the most traded securities among Aussie investors in 2019

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For Australian investors, this past year’s returns in global equities have been much higher than even their wildest hopes as the S&P 500 surged 29 per cent in US dollar... Read more continue reading

Global equity outlook 2020

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Focusing on Future Quality through the noise By the end of last year it looked like a combination of central bank policy error and political uncertainty was about to end... Read more continue reading

2020 will be another testing year for businesses seeking insurance cover

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Honan Insurance Group’s (Honan) December 2019 Quarterly Market Update has been released and the report foresees 2020 as another year that will again test businesses seeking insurance cover said Travis Wendt, Honan’s Head... Read more continue reading

Do you have the Will to cope with the ‘roaring 20s’?

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Not just a new year, but a new decade has arrived – the new ‘roaring 20s’ – but can your Will cope with the decade ahead? “If you think about... Read more continue reading

New whitepaper benchmarks the cost of life insurance advice

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A new MLC Life Insurance commissioned whitepaper into the cost and efficiency of life insurance advice reveals risk advisers must examine their cost base to be sustainable in a reduced... Read more continue reading