Macro Matters: Five reasons the market oversold

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In last week’s “Macro Matters,” I argued that China’s currency regime change is bad news for the global economy and risk assets unless it will be accompanied by further domestic... Read more continue reading

Malaysia: capital controls to support ringgit would be disruptive

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China’s surprise currency devaluation, which triggered a sell-off in many Asian currencies, has increased Malaysia’s headache as the country had already been struggling to halt the ringgit’s decline. Reintroducing capital... Read more continue reading

Link Group and ME enter strategic partnership

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Leading superannuation administration, data analytics and registry company Link Group and industry super fund-owned bank ME has announced a strategic partnership to jointly deliver integrated innovations for superannuation funds. The partnership... Read more continue reading

Taking point on property

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Property ownership is wired into the Australian psyche with “the great Australian dream” having been passed from generation to generation. In this paper we look at the behaviour of investors... Read more continue reading

Shock waves from the rumbling Renminbi

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The market will calm down after the biggest currency devaluation by China in almost two decades which has sent shock waves through global commodity, interest rate and stock markets, says... Read more continue reading

The case for global real estate

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Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explores the benefits of investing in global real estate – from accessing listed asset classes not easily accessible in Australia,... Read more continue reading

China’s currency devaluation increases certainty

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China’s surprise currency devaluation sparked a debate on whether it was part of the country’s ongoing financial reform or a measure to boost flagging exports. The plot thickens, as the... Read more continue reading

Benefits over cost for life insurance

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When looking around for life insurance, it can be easy for consumers to focus solely on cost, rather than the benefits of different policies, and they can lose out as... Read more continue reading

Commodities – supply has arrived but where is the demand?

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There has been plenty of focus on the increased supply of Australia’s mining and energy exports following the tremendous investment in this sector over the past decade. The unprecedented investment... Read more continue reading

Social security and pension treatment of insurance bonds

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An insurance bond might help with meeting income-related thresholds for some government benefits. But Bond alone ownership cannot increase eligibility for the Age Pension. When a person directly owns insurance... Read more continue reading