China likely to maintain a ‘fine balance’

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The following Q&A was extracted from a Bloomberg interview in Hong Kong with Catherine Yeung, Investment Director. As the National People’s Congress gets under way in China this week, Catherine... Read more continue reading

Morningstar Australian Superannuation Survey – March 2013

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Morningstar has published interim results of the Morningstar® Australian Superannuation Survey, providing comprehensive coverage of the performance of Australian-offered retirement savings vehicles to 28 February 2013. The Survey includes both... Read more continue reading

Adjust bond portfolios to manage shift in economy

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Bond manager Altius Asset Management warns that investors can’t expect the historically low bond yields from last year to continue and should prepare for a turn in the economic cycle... Read more continue reading

More to property than residential

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Investors, particularly self-managed super fund trustees, need to understand there is more to property than the residential sector, says Chris Smith, head of healthcare and retirement property at Australian Unity... Read more continue reading

Forget rotation: Think risk mitigation

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In its most recent commentary following Global Chief Investment Strategist Russ Koesterich’s visit to Australia last week, the BlackRock Investment Institute cautions investors to consider “hidden risks” in today’s fixed... Read more continue reading

A new secular bull market in shares is close

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The attached edition of Oliver’s Insights looks at the prospects for a new long term or secular bull market in shares. The key points are as follows: After being in... Read more continue reading

Scramble for yield favours high income global equities

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If investor sentiment in 2012 was characterised by a flight to the safe haven of cash and bonds, 2013 is likely present new and different challenges, as interest rates remain... Read more continue reading

Oliver’s Insights – What’s the chance of a bond crash?

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This edition of Oliver’s Insights looks at the outlook for government bonds and specifically the risk of a 1994 style bond crash. The key points are as follows: Sovereign bonds... Read more continue reading

Australian equities attractive long term but risk in home country bias

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Australia’s strong economic position post the financial crisis has generated positive returns for investors during the past 12 months however, headwinds in 2013 will mean lower returns for investors with... Read more continue reading

SMSF accountants risk falling behind

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Many accountants specialising in SMSFs don’t realise the complexities involved in transferring to the new licensing regime system, warns Premium Wealth Management.  The new licensing regime, which comes in to... Read more continue reading