Hold the champagne: The bond market’s ‘new pessimism’

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I’m a bond guy, and as a paid-up member of the bond managers union (BMU), I must acknowledge that bond managers have a reputation for pessimism. Some of our more... Read more continue reading

Life after accumulation: Vanguard launches suite of retirement research

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Vanguard has launched a new suite of research aimed at helping Australians plan for a comfortable retirement. Vanguard’s Investment Strategy Group has developed tools which can assist investors and their... Read more continue reading

Refinancing your mortgage – Is it really worth it?

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According to Chris Straw, mortgage finance expert and co-founder of You‘re Welcome Finance, one of Australia’s leading finance brokers, despite all the recent changes to the finance sector and Australia’s enjoyment of some of the lowest interest rates in... Read more continue reading

How to own your home faster – Home ownership acceleration guide

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Offset An offset account is a bank account just like your transaction account and savings account, however, you do not earn interest. Rather, it offsets the interest you pay on... Read more continue reading

Investment Trends releases 1H Online Broking Report

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Leading research firm Investment Trends has released its 2018 First Half Online Broking Report, an in-depth study of the attitudes, behaviours, needs and wants of online equities and ETF investors... Read more continue reading

Invest in Kylie Jenner’s success

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Kylie Jenner and ETFs – two things you never thought you’d hear in the same sentence. Australian investors have had limited exposure to stocks shares such as Shopify, the e-commerce... Read more continue reading

Should small-cap investors be worried about a recession?

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Eaton Vance, a leading global investment manager, notes global small-cap stocks investors have been worried lately about volatility, rising geopolitical risks, a potential recession and the sheer length of the... Read more continue reading

AtlasTrend launches new managed fund for clean disruption technologies

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AtlasTrend, the financial investment platform helping everyday Australians invest in global trends, has launched a new managed fund that will invest in listed companies producing and utilising clean disruption technologies.... Read more continue reading

Research shows falling retirement spend driven by behaviour, not declining income

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Does spending decline dramatically through retirement due to declining assets balances? Can individuals predict their retirement spending based on pre-retirement income? New analysis by Milliman suggests that retirees’ age is... Read more continue reading

Long/short investing – a true conviction strategy

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A long/short equity strategy, as the name suggests, holds both long and short equity positions in its portfolio. In recent months there’s been a surge of flows into these strategies... Read more continue reading