Five medium term inflation pressures and implications for investors

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Key points The surge in inflation should start to reverse next year. However, five structural trends suggest higher medium term inflation pressures than pre-pandemic. These are: a move away from... Read more continue reading

Australian housing market to recover in 2023

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Australian capital city dwelling prices will commence a recovery in 2023 as a result of a pause in the rise of interest rates which SQM Research expects to occur by... Read more continue reading

Investment pays off for users of managed portfolios

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In a new case study by HUB24, advisers reveal the why behind the growing trend to leverage managed portfolios to deliver client value and efficiencies in their business outlining the... Read more continue reading

2023 market outlook: Australia – Reasons for cautious optimism

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High energy costs coupled with better conditions for commodities will help cushion any negative impact on the Australian economy. Immigration and population growth are likely to accelerate, underpinning Australia’s long-term... Read more continue reading

JANA announces new General Manager for Strategy and Innovation

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JANA has announced the appointment of Lauren O’Neill as the new General Manager, Strategy & Innovation, replacing Georgina Dudley who takes on the Chief Executive Officer position on 1 December... Read more continue reading

Weekly economic and market update – week ending 25 November, 2022

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Investment markets and key developments Share markets resumed their rally over the last week helped by further signs of a slowing in rate hikes from the Fed and a decline... Read more continue reading

The Big Issues of 2023

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Special issue For the past 21 years we have produced “The Big Issues” – a report highlighting the issues to watch over the coming year. Each year we have identified around 8-10... Read more continue reading

AXA IM Alts, SGCH and NHFIC announce a strategic partnership to deliver affordable homes in Australia 

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AXA IM Alts, a global leader in alternative investments with c. €184 billion (c. A$285 billion) of assets under management[1], has announced a significant commitment on behalf of clients to affordable... Read more continue reading

Mutuals’ assets grow but profits fall amidst macro-economic challenges: KPMG Mutuals Industry Review 2022

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Australia’s mutual banks, building societies and credit unions (the “Mutuals“) increased net assets by 7.8 percent to AU$11.2 billion in the 2022 financial year, up from 5.5 percent growth the... Read more continue reading

Fed FOMC minutes: smaller steps to a higher peak; Fed and markets aligne

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Wednesday night’s release of the Federal Reserve’s (Fed) FOMC meeting minutes indicate that the Fed and financial markets are close to alignment on their expectations for peak policy rate of... Read more continue reading