SMSFs driving non-bank lender raising

From

A slowdown in growth for the big four and regional banks is being offset by investor interest in the burgeoning growth of non-bank lenders. This is evident in the recent... Read more continue reading

The hunt for yield can lead to risky territories

From

With interest rates hovering around historical lows globally, investor appetite for alternative income sources has markedly increased. In the current environment uncertainty is writ large; challenges come at investors from... Read more continue reading

Buybacks show why you can’t trust the numbers

From

Australia’s recent spate of off-market share buybacks highlights the misalignment between super funds’ pre-tax investment focus and what matters to fund members – after-tax returns. This is the view of... Read more continue reading

MetLife research reveals annual reviews are the key to client retention and new customer referrals

From

Financial advisers looking to boost client retention and new client referrals should prioritise annual reviews, according to a report from life insurer MetLife Australia. Now in its second year, the... Read more continue reading

Podcast 1: The Rate Debate

From

What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old fixed income millennial? The Rate Debate. Amidst the outbreak of the coronavirus, ongoing bushfires... Read more continue reading

Strong momentum for climate transition indicates a turning point for investors but market still struggles with transparency in reporting and a clear demonstration of positive impact

From

A record $234bn in green bond issuance was added to the market in 2019, an increase of more than 50% on the $150bn issued in 2018. While issuance in 2018 and... Read more continue reading

Unconventional monetary policies – part 3: Lessons for investors from unconventional monetary policies – featuring high grade bonds

From

Sovereign bonds have the potential to support investor returns during periods when countries pursue unconventional monetary policies. As lacklustre economic conditions persist around the world, large-scale, high-impact strategies such as... Read more continue reading

Top five ETF trends in 2020

From

The ETF landscape has expanded rapidly from the straight index replication of the past to more tailored offers covering themes, specific industries or sectors and even using alternative weighting.  Advances... Read more continue reading

Volatility back on the table for 2020 following benign 2019: Schroders

From

Investors shouldn’t be lulled into a false sense of security following a benign 2019, with volatility and risk premia likely to reassert themselves in 2020, says Simon Doyle, head of... Read more continue reading

High cost of living can exacerbate financial catastrophe

From

Australian life insurer, Integrity Life (Integrity) has warned the high cost of living in the latest CPI data, which, recorded an overall year on year increase from December 2018 –... Read more continue reading