What’s next for markets? While there have been a few surprises, core Europe and the US are now in recovery mode

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US economic growth has surprised so far in 2023 via fiscal stimulus, inventories and net exports; despite underlying domestic demand growth being relatively subdued. Non-China EM was the driving force... Read more continue reading

Green shoots supporting the long-term investment case for China

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Following a period of economic slowdown, China is engineering a ‘controlled stabilisation’ of its economy where stabilisation of growth is prioritised, rather than acceleration, in the short term. Recent green... Read more continue reading

Thinktank announces successful closure of $750 million residential mortgage-backed securities transaction

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Leading independent property lender specialising in commercial and residential mortgages, Thinktank, has successfully closed its first residential mortgage-backed securities (RMBS) issue in 2024 totalling A$750 million. This RMBS issuance marks... Read more continue reading

Active Australian fixed income continues to deliver attractive risk-adjusted returns

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The resurgence of fixed income’s defensive characteristics is acutely apparent. Less obvious, but no less important is the role that active management can play in navigating rapidly evolving market conditions... Read more continue reading

SMSFs and tax

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With assets forming nearly one third of Australia’s extensive superannuation savings pool, SMSFs continue to proliferate. This article, proudly sponsored by Allianz Retire+, explores the tax benefits of using SMSFs... Read more continue reading

UniSuper commits over 600 million to Macquarie Renewables Fund

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UniSuper, the $135 billion superannuation fund open to all Australians, today announced it has committed up to USD400m to Macquarie Green Energy and Climate Opportunities Fund (MGECO), investing in the... Read more continue reading

Australian Ethical reaches milestone of $10 billion funds under management, as its growth trajectory continues apace

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Managing Director John McMurdo said yesterday: “Australian Ethical is delighted to have achieved a significant milestone this quarter, with FUM reaching $10 billion. “We’ve seen another quarter of positive flows... Read more continue reading

Bonds are back!

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Fixed income investments have returned to favour and once again are playing an important role in client portfolios. This article from GSFM explains why bonds are back and that the... Read more continue reading

Investors must look through inflation to focus on bigger picture themes such as growth scarcity in global equities

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While US inflation concerns and breakout stocks such as Nvidia are currently hogging the limelight in global equity markets, broader growth opportunities are currently scarce and could have more influence... Read more continue reading

Russell Investments launches its first active multi-strategy global shares ETF in Australia

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Global investment manager and solutions provider Russell Investments has today launched its first multi-strategy exchange-traded fund (ETF) in Australia, providing investors with access to an actively managed portfolio of international... Read more continue reading