Insurance, when is enough, enough?

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Insurance premium increases continue to be a feature of the superannuation landscape. Whilst there are a range of default sums insured and different premium rates across funds, it is evident... Read more continue reading

Smaller companies, sizable potential

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There are 2,077 ASX-listed smaller companies stocks, known colloquially as small caps; that is, companies outside of the ASX-100 index[1]. Of those, just 200 comprise the S&P/ASX Small Ordinaries Index,... Read more continue reading

“Staying small” with emerging-market debt

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Michael Cirami, Co-Director of Global Income at Eaton Vance believes that investors tempted to increase EM exposure should carefully consider their investment approach now. He added: “The start of 2016... Read more continue reading

Illiquidity – can it save your capital?

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As unlisted property fund managers, for some time Forza Capital has observed with interest the divergent performance of listed and unlisted property investments at particular points in a property cycle.... Read more continue reading

All eyes on “supplementing super” ahead of budget night

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With mooted changes to superannuation tax incentives one of the hottest and most contentious tips for the upcoming federal budget, many Australians are facing a real conundrum about supplementing and... Read more continue reading

World economy: real confirmation of a rebound in economic data

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The latest ‘Economic Insights’ paper from Principal Global Investors’ Chief Global Economist, Bob Baur, and Senior Global Economist, Robin Anderson, concludes that the world economy is in the midst of... Read more continue reading

Five reasons to invest in global listed infrastructure

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Global listed infrastructure is a relatively new asset class, but it is becoming increasingly popular as an integral part of a truly diversified investment portfolio through its combination of attractive... Read more continue reading

Why ESG investing is gaining traction with investors

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Michael Allison, Equity Portfolio Manager at Eaton Vance says that the desire to impact positive social change has resulted in investment inflows to the ESG category: Socially responsible investing (SRI)... Read more continue reading

ETFs/ETPs listed in the Asia Pacific ex Japan gathered a record level of 7 billion US dollars in net new assets in Q1 2016

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ETFs/ETPs listed in the Asia Pacific ex Japan region gathered a record level of US$7.09 billion in net new assets in Q1 2016. The Asia Pacific (ex-Japan) ETF/ETP region had... Read more continue reading

The Dos and Don’ts of running an SMSF – How to deal with the ATO

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To err is human and it is the ATO’s job to make sure trustees understand when they have done something wrong and why it happened. So while trustees may get... Read more continue reading