Capital Market Assumptions: A new investment reality takes shape

From

Sweeping policy shifts and persistent market volatility are reshaping the long-term outlook. Ninety One’s 2025 Capital Market Assumptions point to a decade of modest returns, rising income potential, and a... Read more continue reading

Betashares introduces groundbreaking options for income investors with Australia’s first defined income ETF range 

From

Leading Australian financial services business, Betashares, has announced the launch of a groundbreaking range of fixed income ETFs that deliver predictable monthly income with a defined maturity date – a... Read more continue reading

CPD: Tax and Self-Managed Super Funds

From

Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year... Read more continue reading

US credit markets amidst rising volatility

From

Rick Patel Since the recent market volatility, there has been concern that US Treasuries have not been acting as a hedge for equities. Whilst the intraday volatility in rates has... Read more continue reading

Human behaviour

From

Confusion reigns. As the apparent stability of past decades gives way to a more unpredictable behaviour, investors are attempting to run for safety but seem a little unsure where to... Read more continue reading

AMP Bank launches Australia’s first 10-year interest-only home loan with no reassessment

From

Key points: The innovative new home loan is available to eligible borrowers including retirees, pre-retirees, investors and owner-occupiers AMP Bank becomes the first retail bank in Australia to offer this... Read more continue reading

The Bermuda income triangle: Where have the distributions gone?

From

A key observation from this year’s review cycle has been the low levels of income distributions from Zenith’s International Fixed Interest (IFI) – Bonds universe. Despite the increased attractiveness of... Read more continue reading

Markets on alert as Trump administration targets tax reform and deficit reduction

From

As the Trump administration gets ready to focus on its dual agenda of pushing through new tax cut legislation while tackling the growing federal deficit, investors are gearing up to... Read more continue reading

How layers of inflation affect consumer prices

From

Inflation has many analogies, but have you ever thought of it as an onion? Just as peeling an onion can bring tears to your eyes, paying higher prices at the... Read more continue reading

CPD: Trend following investments – patience is a virtue

From

Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue... Read more continue reading