Sean Fenton launches new boutique equities firm Sage Capital in partnership with Channel Capital

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Sean Fenton, one of Australia’s most experienced Australian equities long/short managers has announced the establishment of Sage Capital – an investment management boutique bringing to life Mr Fenton’s vision for... Read more continue reading

Why Quality matters for global small caps

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Investors searching for broader sources of return and diversification have been revisiting global small-cap stocks notes Eaton Vance, a global investment manager. Aidan Farrell, Director of Global Small Cap Equity, Eaton... Read more continue reading

Tim Costello steps down as Patron of the SMSF Association

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The Reverend Tim Costello AO is stepping down as Patron of the SMSF Association. Costello, who succeeded Sir Anthony Mason, a former Chief Justice of the High Court of Australia, in... Read more continue reading

Positive consumer finances; Watchful RBA

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Weekly consumer sentiment; Reserve Bank Board minutes Consumer confidence: The weekly ANZ-Roy Morgan consumer confidence rating fell by 2.3 per cent to 112.8 points. Consumer sentiment is now below the... Read more continue reading

Forget the barometer

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We don’t need an inverted yield curve to tell us a global manufacturing downturn may be underway. The business networks were flashing red all day last Wednesday as the spread... Read more continue reading

Plunging interest rates highlight growing need for new interest income opportunities

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Investors can find attractive and consistent income – as well as protect their capital – by gaining exposure to the alternative fixed income and private debt asset class, according to... Read more continue reading

Global dividends break a new record

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Australian payouts seasonally quiet, highlighting benefits of global exposure The deceleration in the world economy has begun to make an impact on dividends, according to the latest Janus Henderson Global... Read more continue reading

TAL announced as a winner of the 2019 Australian Business Awards

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TAL has won a 2019 Australian Business Award in the Community Contribution category for its “TAL SpotChecker” initiative. Now in its fourteenth year, The Australian Business Awards acknowledge progressive businesses,... Read more continue reading

Insight Multi-Asset weekly update: PMIs for Japan, Europe and the US will remain under scrutiny

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Market and economic review A Stellar week for government bonds, as longer-dated yields reach record lows At the start of last week, 30-year US government bonds were yielding 2.25%, having... Read more continue reading

QE understanding is lacking

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The market’s current understanding of QE on supply and demand dynamics does not capture the true economic effects, says Chris Rands from Nikko AM. While the introduction of quantitative easing (QE)... Read more continue reading