“Outstanding” SQM rating for Quay Global Investors

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SQM has upgraded Quay Global Investors, a Bennelong boutique, to its highest rating category of “Outstanding” (4½ stars). The rating indicates that SQM believes the Quay Global Real Estate Fund “most often outperforms its peers and benchmark” and that “management is extremely experienced and skilled and has access to significant resources”. SQM stated it considers the […]

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International Women’s Day: women taking control of their financial future

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This International Women’s Day, specialist financial services research Investment Trends is considering the extent to which the historical gaps that women have faced in investing and financial matters are being addressed. More women are investing and taking control of their financial future than ever before The latest research from Investment Trends shows a significant increase […]

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Debbie Alliston appointed as Chief Investment Officer for AMP Capital’s Multi-Asset Group

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AMP Capital has announced Debbie Alliston has been appointed as Chief Investment Officer for its Multi-Asset Group, effective immediately. With more than A$62 billion in multi-asset funds under management as at 31 December 2018, the Multi-Asset Group (MAG) delivers tailored investment solutions for clients including asset allocation, manager selection and portfolio construction.  MAG’s 27 investment […]

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Pengana Private Equity Trust initial public offering opens to strong early demand

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Pengana Capital Group Limited (ASX: PCG), has launched Australia’s first ASX listed investment trust that invests in global private equity. The Pengana Private Equity Trust (ASX: PE1,[i] the ‘Trust’) provides investors with exposure to a diversified portfolio of private equity with a select, complementary allocation to private credit and opportunistic investments.  The offer has restricted capacity, […]

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Lowdown on the global growth slowdown from Principal Global Investors

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Market outlook: Is the monster rally over? “Last month, I suggested the odds favored another market downdraft, something approaching December’s lows. Didn’t happen; stocks kept roaring higher. The S&P 500 Index soared 6.6% in December, 7.9% in January, and 3.0% in February, for a total 18.4% compound gain since Christmas. That’s an amazing run. Of […]

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BlackRock launches Australia’s first ESG-focused Australian Bond Index Fund

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BlackRock Investment Management (Australia) Limited (BlackRock) has announced the launch of its new unlisted ESG-focused Australian Bond Index (ESGABI) fund. The fund, benchmarked to a customised Bloomberg Barclays MSCI SRI ESG-Weighted Australian Aggregate A$100M Index, provides Australian institutional and retail investors with diversified, low-cost access to the local fixed income market with enhanced ESG outcomes. […]

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Household Capital enters Australian retirement sector with innovative new retirement loan

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Household Capital, an independent, specialist retirement funding provider, has announced it has entered the Australian retirement sector with an innovative loan product that allows retirees to use equity in the family home to fund retirement expenses, enhance income or provide financial support to their children and other family members. Household Capital provides Australian home owners […]

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New gender targets for ASX boards: 30% women for ASX 300

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The 30% Club Australia, a leading organisation campaigning for 30% women on ASX boards, has announced new targets for ASX 201- 300 companies to meet the 30% target by the end of 2021 to mark International Women’s Day. Previously only ASX 200 companies were targeted to meet the voluntary target by the 30% Club. “This […]

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Loomis Sayles partners with IML to launch new global equity fund to Australian retail market

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Global active manager Loomis, Sayles & Company L.P. (Loomis Sayles), an affiliate of Natixis Investment Managers, has partnered with Investors Mutual Limited (IML) to launch a new global equity fund to the Australian retail market. The Loomis Sayles Global Equity Fund will be distributed to Australian advisers and direct investors by IML as responsible entity […]

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Aussie economy grows for 31 consecutive quarters

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National accounts Record expansion: Australia’s record economic expansion is now well into its 28th year. The Australian economy grew by 0.2 per cent in the December quarter (survey: +0.3 per cent) after growing 0.3 per cent in the September quarter. Annual economic growth fell from 2.8 per cent to 2.3 per cent (survey: +2.6 per cent). Contribution […]

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