China: Will they get old before they get rich?

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Demographics are increasingly being recognised as an important economic variable in Western economies, as millions of baby boomers enter retirement age. But this process is not just occurring in the... Read more continue reading

Modern Monetary Theory, and why you’re still hearing a lot more about it

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Last month we published our take on one of the biggest economic discussions today – Modern Monetary Theory (MMT). Most of the public debate to date has centred around the... Read more continue reading

From individual investors to institutions, investors are turning to ESG investing to marry performance with personal values

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Appetite for environmental, social and governance (ESG) strategies is on the rise, as investors increasingly recognise the opportunity to generate alpha through ESG, but for professional investors reporting and measurement... Read more continue reading

The conversation – talking risk with clients (Part 2)

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In The conversation – talking risk with clients (Part 1), we looked at the reasons your clients need risk insurance and strategies for having what can often be a difficult... Read more continue reading

Australian retirees have inadequate access to their savings

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Household Capital, an independent, specialist retirement funding provider, said  yesterday that a major issue facing Australian retirees was inadequate access to savings. Josh Funder, Household Capital’s Chief Executive Officer, said... Read more continue reading

Not sure where to start? Ask.Will™

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Although most Australians know the importance of having a valid will, the nuances of how — and what — can be challenging. Understanding and using those nuances is what turns... Read more continue reading

Diversifying portfolios – what are the alternatives: Bennelong

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With economic uncertainty continuing to affect markets – both locally and internationally – investors are starting to hear a lot more about alternatives, but it’s not always clear what this... Read more continue reading

Australia, we need to talk about it

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Australians would rather talk to their partner about past relationships than address how they would manage their finances in the event of death or disability. These are the findings of... Read more continue reading

Battling deflation

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Policymakers are looking at the deflation endgame. In the last decade, we have been treated to a real-life demonstration of the possibilities of macro-economic policy that our parents’ generation would... Read more continue reading

The pitfalls of a homemade Will

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While homemade Wills and Do It Yourself Will kits may appear to be an ‘easier’, ‘timely’ and ‘cheaper’ alternative than instructing a lawyer to draft your Will the recent Victorian... Read more continue reading