EMD – Sector or specific allocation?

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While the emerging market debt universe has evolved beyond recognition over the last two decades, the way that investors approach the asset class has been slower to evolve. It is... Read more continue reading

SMSF cash balances fall as trustees turn to equities

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Cash balances decreased significantly during the last quarter of 2017 as trustees invested their cash holdings into the Australian and international equity sector, the latest SuperConcepts SMSF Investment Patterns Survey shows.... Read more continue reading

Getting the facts right on Exchange Traded Funds

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Over the last week conversations have continued with my clients about the recent share market drop. Several clients have asked what role Exchange Traded Funds (ETFs) have played? There are... Read more continue reading

Investment stewardship for positive societal impact

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In recent years, the growth of investor interest in sustainable investing has been remarkable. Calvert has produced a research paper (in collaboration with George Serafeim, Jakurski Family Associate Professor of... Read more continue reading

Why you should rethink your bond strategy – beware the inflation overshoot

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As the tailwind of synchronised central bank support for asset prices subsides, conventional fixed income strategies aiming for true risk diversification may struggle to achieve their objectives, says Ardea Investment... Read more continue reading

Tax reform, macro factors and shareholder yield

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The historic tax laws that were passed in the United States in December 2017 herald a significant boon for US corporates and the broader US economy. In this article, John... Read more continue reading

Surprising new research reveals the majority of Australian retirees spend less than the Government Age Pension

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More than half of Australian retirees are spending less than the Age Pension each year, raising significant questions about current retirement policy and super fund strategies, according to new research.... Read more continue reading

Do rising bond yields hurt listed global real estate?

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A decade on from the global financial crisis, Western economies are now growing in unison. US tax cuts passed before Christmas and continuing strong economic data are expected to further... Read more continue reading

SuperConcepts acquires MORE Super

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SuperConcepts has increased the scale and capability of its business with the acquisition of MORE Super, a highly regarded and long-standing provider of SMSF services to the Australian market. Natasha... Read more continue reading

Treasury reviewing early access to super for victims of violent crime

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Australia’s Department of Treasury has released a consultation paper that considers allowing victims of violent crime access to the super of perpetrators, in limited circumstances. Mr Josh Rundmann, Technical Services... Read more continue reading