RBA mulls over multi-speed economy

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The latest Reserve Bank minutes revealed that Board members remain generally optimistic about the medium term outlook, but in the near term the domestic economy seems to be facing some headwinds. In fact the Reserve Bank says growth will be slower than initially thought “with some of the recovery being pushed out into the early […]

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Increasing demand for inflation-linked bonds in Australia

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Investment manager Omega Global Investors predicts the demand for Australian and international inflation-linked bonds will steadily increase over the next decade, with both markets recording recent strong returns.   “Institutional investors increasingly want access to both the domestic and global inflation-linked bond markets, allowing them to make tactical decisions regarding allocations between the two based on […]

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Principal Global Investors Central Bank Research July 2011

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Principal Global Investors’ Central Bank Research for July 2011 examines current and expected interest rate policy at the Reserve Bank of Australia (RBA), U.S. Federal Reserve, Bank of England, European Central Bank, Bank of Japan and Bank of Canada. The report examines the trends in economic data and expectations across the Reserve Bank of Australia […]

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Fidelity The Only Five-Star Manager In S&P’s Australian Equities Large-Cap Growth/GARP Peer Group

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Standard & Poor’s Fund Services today released its Growth/GARP (growth at a reasonable price) peer group as part of its Australian-Equities Large-Cap sector review. Fidelity was the only manager to retain its five-star rating, with the Ausbil Australian Active Equity Fund and Perennial Growth Shares Wholesale Trust both downgraded to four stars. We removed the […]

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Lonsec releases its Australian Equity Long/Short Sector Review

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Lonsec’s review of the Australian Equity Long/Short sector encompassed 12 funds across a diverse range of products,  which Lonsec has broadly categorised as either ‘beta 1’ or ‘variable beta’. Lin Ngin, Senior Investment Analyst responsible for this review explains the difference between these funds. “Beta 1 style funds will typically maintain a net equity exposure […]

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Fund manager’s growth continues with new appointment

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Centuria Capital Limited (formerly Over Fifty Group Limited) has announced the appointment of a new Group Tax Manager, Yujita Chaudhri. Ms Chaudhri brings to Centuria Capital more than 14 years’ experience in taxation and business services both in Australia and internationally. This appointment marks another in a series of moves since a major rebranding and business […]

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ASIC releases proposal to improve unlisted property scheme disclosure

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ASIC has released a consultation paper outlining proposals to improve disclosure for retail investors considering investing in unlisted property schemes. The proposals follow an ASIC review of disclosure documents issued by responsible entities in the $28 billion unlisted retail property sector. ASIC found a number of key disclosures were not adequately addressed, including: the risks associated […]

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S&P Fund Services Assigns Three Stars To Hunter Hall Value Growth Trust

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Standard & Poor’s Fund Services assigned its three-star rating to the Hunter Hall Value Growth Trust, based on the manager Hunter Hall Investment Management’s continuing stable management, enhanced investment process, and team experience. We now rate the Hunter Hall Value Growth Trust as part of our International Equities – Small Cap sector. It was previously part […]

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Number of factors in fiducial responsibility

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Ensuring they act according to the highest levels of care and duty towards clients is not just a regulatory requirement for financial planners today, it is also sensible risk management for both their clients and themselves. Mr Harvey Kalman, head of corporate fiduciary and financial services at Equity Trustees Limited (EQT), said that this view […]

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Australia best long-term performer among developed sharemarkets

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The Australian equities market has been the best performing developed sharemarket over the past 111 years. “It has posted a real return of 7.4% a year since 1900,” noted Paul Taylor, Head of Australian Equities at Fidelity and Portfolio Manager of the Fidelity Australian Equities Fund. “If you invested $1 in the Australian market in […]

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