Emerging markets and infrastructure – a natural partnership

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Emerging market (EM) economies are expected to grow rapidly over the next 30 years, attracting huge infrastructure investment. EMs and infrastructure are natural, complementary investment partners. Rapidly growing EM economies... Read more continue reading

Global small caps do some heavy lifting

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Australian investors and financial advisers have long understood the benefits of adding Australian small cap funds to a diversified portfolio. Those same benefits apply to global small caps – and... Read more continue reading

10 ways to protect your SMSF from loss of mental capacity

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If you have a self-managed superannuation fund (SMSF), you need to plan ahead to ensure that it can still keep going if you lost mental capacity due to dementia (or... Read more continue reading

TAL equips advisers to better understand diabetes

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TAL, a leading Australian life insurance specialist, has developed an education course enabling financial advisers to get the best outcomes for clients who are at risk of, or faced with,... Read more continue reading

How do rising rates affect fixed-rate bond returns?

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Assuming an easing in current global trade war concerns, it still seems likely that global long-term bond yields will rise rather than fall somewhat over the next year or so.... Read more continue reading

Digital graveyard complicates estate planning

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With a myriad of statisticians now trying their hand at calculating when Facebook will have more dead “memorialised” members, than living ones, planning for the ownership of digital assets in... Read more continue reading

Legislative change in aged care requires advisers to have access to the right tools

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Legislation is subject to constant change and new opportunities arise as a result. Even changes that are not directly related to aged care could create new strategy options for aged... Read more continue reading

Beware the dividend honeypot—the lesson of Telstra

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Shareholders burnt by Telstra’s dividend cut and spiralling share price should be wary of high yield shares with attractive dividends but shaky fundamentals. Telstra sparked an exodus of investors after... Read more continue reading

Retail and residential population growth – the impact of demographics on real estate

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Demographics really matter! The study of populations, how and where people move, is integral to real estate. Very little can stop the effect of demographics on the economy – it... Read more continue reading

Australian equities: Investors shift towards high conviction as core comes under pressure 

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Investor momentum towards high conviction Australian equity strategies is likely to continue as traditional core strategies come under increasing pressure from low cost quantitative and passive index offerings, according to... Read more continue reading