Where in the world should investors look for earnings?

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Stock prices move in concert with earnings over time. For the past decade and a half, the MSCI USA Index has produced the strongest earnings growth on the planet. From... Read more continue reading

Private debt – a cul de sac or a two-way street?

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Private debt was one of the few asset classes to generate positive returns through the bond market meltdown in 2022, benefiting from its floating rate profile and a relatively stable... Read more continue reading

Hidden GEMs: Africa’s frontier markets have further to run

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Reforms, prudence and support African economies have rebounded in recent months. A combination of developments underpins this shift in fortunes. Key among these, ongoing fiscal and FX market reforms in... Read more continue reading

Zurich releases 2023 life claims analysis

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Following the release of its ‘Cost of Care’ report, Zurich Financial Services Australia (Zurich) has published new analysis of its life insurance claims data[1], which found musculoskeletal conditions, cancer and... Read more continue reading

Will productivity turn global growth around?

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Amundi economist says macroeconomic impact of AI will take longer to move the productivity needle Global growth has been on a secular decline since around 2000, with a more pronounced... Read more continue reading

End of financial year warning for pensions

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Now that the 2023/24 financial year is coming to a close, it will be necessary for individuals receiving pensions from their SMSFs, to ensure that the minimum pension requirement in... Read more continue reading

Super funds close in on strong FY24 result

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After a pull-back in April, super funds were back in positive territory in May with the median growth fund (61 to 80 per cent in growth assets) up 0.9 per... Read more continue reading

Centrelink incomes test – “Free Income Area” amount for 2024/25

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The income free areas applying for 2024/25 financial year are $212 (single – previously $204) and $372 (couple combined – previously $360). The income free area is the amount of... Read more continue reading

TAL launches real-time alteration quotes as part of an ongoing commitment to making it easier for advisers to do business

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In line with TAL’s ongoing commitment to enhancing the TAL Adviser Centre (TAC), the Australian life insurer has launched real-time alteration quotes for existing customers. This update is part of a significant... Read more continue reading

Macroscope: US fiscal consolidation? Not in 2025

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In recent years there has been a definitive shift in fiscal policy from austerity to activism. A focus by policymakers on debt and deficits has been replaced by an expanded... Read more continue reading