Powering up European network investment

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When talking about the energy transition, naturally, the focus has been on renewable energy. Many an article has been written on the exponential growth in wind, solar and batteries driven... Read more continue reading

Maple-Brown Abbott sees opportunities at the smaller end of the Australian gold mining sector

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Boutique investment manager Maple-Brown Abbott believes select Australian small cap gold miners offer attractive valuation and earnings metrics. Phillip Hudak, co-portfolio manager, Australian small companies at Maple-Brown Abbott, says the... Read more continue reading

OK to make a deductible super contribution then cash out?

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This very issue was the subject of a recent private binding ruling (released 25 March 2024). The taxpayer had for a number of years (actual number was redacted in the... Read more continue reading

Returns from EM investing boosted by multi-factor strategy

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Investing in emerging markets (EM) equities offers diversification and adopting a multi-factor approach provides access to well-grounded return premia, while significantly reducing volatility, according to new figures from global index... Read more continue reading

Emerging markets well placed for outperformance, but China still a risk

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Emerging markets offer growth and diversification opportunities for investors’ portfolios, but active management is essential for selecting the best investment opportunities and avoiding risky markets, according to David Wright, investment... Read more continue reading

CIO roundtable: Is the market too optimistic?

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FOMO, YOLO, HODL—whatever you call it, it appears the momentum factor took hold in the first quarter. The best-performing groups of stocks so far this year were related to bitcoin,... Read more continue reading

Franklin Templeton and ClearBridge investment experts weigh in on latest US CPI release

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Andrew Canobi, director of Australia Fixed Income for Franklin Templeton Fixed Income says “A look at the instrument panel in the US reveals little showing up in the gauges that says landing imminent. ... Read more continue reading

Investors flock to international ETFs in Q1 2024 as Australian ETF assets approach A$200 billion

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Australian investors added A$2.65 billion into ETFs that invest on international equity markets over the three months to 31 March 2024, according to data released by the Australian Securities Exchange (ASX)... Read more continue reading

Global X brings the world’s biggest Artificial Intelligence ETF to Australia

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Global X ETFs (Global X) is launching the Global X Artificial Intelligence ETF (ASX: GXAI) on the ASX, offering Australians targeted exposure to innovation and growth in artificial intelligence (AI)... Read more continue reading

Macroscope: A new capex supercycle is on the way

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In 2013, former US Treasury secretary Larry Summers famously declared that the world’s advanced economies were in a state of secular stagnation, a period of sluggish growth, low interest rates... Read more continue reading