Global Climate Survey – Looking for adaptation alongside mitigation solutions

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Investors are now preparing to adapt to the consequences of global warming that may be irreversible, alongside trying to stop it getting any worse. A new temperature record of 1.55... Read more continue reading
25 Jun 2025

Iran conflict sparks geopolitical shockwave as markets brace for impact

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Thirteen days ago, Israel launched a major military campaign targeting Iranian nuclear facilities, air defence, surface-to-surface missile sites, and senior military and scientific personnel. Over the weekend, the conflict escalated... Read more continue reading
25 Jun 2025

Investors should look for companies with sustained innovation to weather turbulent markets

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At a time of heightened unpredictability in an evolving world order, investors can find an element of consistency by focusing on high quality companies that prioritise sustained innovation, according to... Read more continue reading
25 Jun 2025

Impact equity sector grapples with performance ‘perfect storm’

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The expectation of ‘non-concessionary returns’ has been central to the expansion of the impact equity sector. As such, periods of real-world underperformance can create significant tensions. Nowhere is this challenge... Read more continue reading
23 Jun 2025

Super funds close in another strong financial year result

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Super funds had an exceptional May with the median growth fund (61-to-80 per cent in growth assets) up 2.7 per cent over the month. And with markets up in June... Read more continue reading
20 Jun 2025

Tariff roulette and portfolio implications

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President Trump has long been a voracious proponent of tariffs, which has been central to his ‘America First’ economic and trade policy. Tariffs were a cornerstone policy in his re-election... Read more continue reading
20 Jun 2025

CPD: The Fragmentation Era

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In our 2024 Secular Outlook, “Yield Advantage[1],” we argued that central banks had largely tamed inflation and would soon start cutting interest rates. We said risks were shifting from growth... Read more continue reading
19 Jun 2025

Investors need to prioritise companies issuing dividends

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In times of economic and political turbulence, investors seeking stability and long-term value should focus on companies still issuing dividends, according to Kera Van Valen, portfolio manager of GSFM fund... Read more continue reading
19 Jun 2025

VAS hits $20 billion: Australia’s largest ETF continues to lead the way

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Vanguard’s Australian Shares Index ETF (ASX: VAS) has become the first Australian exchange-traded fund to surpass $20 billion in funds under management, solidifying its position as the country’s largest ETF.... Read more continue reading
19 Jun 2025

As the probability of a US recession drops where should you be investing?

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The risk of a US recession has dropped markedly since US President Trump first announced widespread tariffs in April, with a soft landing now the more likely outcome, according to... Read more continue reading
18 Jun 2025