How advisers can better help investors play the AI theme 

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With NVIDIA upcoming earnings announcement, should investors buy direct shares of AI stocks or take a different approach, writes Brett Grant, Head of Product, Marketing & Customer Experience at AUSIEX.... Read more continue reading

Estate planning and tax

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Estate planning is a fundamentally important aspect of financial (and legal) management – and has important tax consequences. This article, proudly sponsored by Allianz Retire+, examines some of the elements... Read more continue reading

Super funds off to a positive start in FY25 despite early August jitters

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The new financial year was initially off to a flying start for super funds, with the median growth fund (61 to 80% in growth assets) up 2% in July. However,... Read more continue reading

Infrastructure investment is an optimal asset class in this turbulent political and economic time

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The upcoming November election has dominated the US media headlines, with the contest expected to be tight. Anecdotal conversations with management teams at the time indicated domestic concerns mirror international... Read more continue reading

August jitters dampen positive July returns

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After a strong FY24 result, super funds made a good start to the new financial year with leading superannuation research house SuperRatings estimating that the median balanced option returned 1.9%... Read more continue reading

Unlocking outperformance in Australian fixed interest with global resources

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The Australian fixed interest market is not isolated from the global market. Currency movements, interest rate differentials, and credit quality are just a few of the factors that weave the... Read more continue reading

Implications from market dislocations  

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Markets have been volatile lately, marked by sharp declines in global equity indexes, bond yields and commodity prices. Stephen Dover, Chief Market Strategist, Head of Franklin Templeton Institute says “The... Read more continue reading

Why Yarra is not calling a US recession yet

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The key point is that while we had been expecting a drawdown in equity markets in Q3 and a decent rally in bonds, this was expedited by the US labour... Read more continue reading

Assembly Funds Management to reopen second fund for investment

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Assembly Funds Management (AFM) has begun talks with existing and prospective investors for the second close of ADPF2, the next fund in its Private Equity Real Estate series, to continue... Read more continue reading

The Goldilocks market scenario – and the three bears

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So far this year, market participants have been pricing a “Goldilocks” scenario with quiescent inflation and positive economic growth. Recent volatility has cast doubt over the likelihood of a soft... Read more continue reading