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Don’t be fazed by short-term super drawdowns

Recent market turmoil is a timely reminder to super members not to allow short-term market movements to impact their investment decisions, according to leading research house SuperRatings. As investors deal with a renewed bout of volatility and growing uncertainty surrounding the economic outlook, recent data show that members are often better off riding the wave […]

23 Aug 2019

Super’s trillion dollar decade, but members must be wary of risks

From SuperRatings

Super funds have had a convincing finish to what was a bumpy 2019 financial year, with an improvement in sentiment and a rallying share market in June helping funds over the line with solid returns. A promising 2.0% gain in the September 2018 quarter seemed to vanish before members’ eyes as funds suffered a 4.7% […]

18 Jul 2019

Not all AREITs are created equally

From Zenith Investment Partners

The 12 months to 31 May 2019 were positive for Australian Real Estate Investment Trusts (AREITs), with the S&P/ASX 300 AREIT Accumulation Index returning 14.3% and the FTSE EPRA/NAREIT Developed $A (Hedged) Index returning 10.6%. Despite this overall result, the last two years have proved challenging for many of Zenith’s rated active fund managers, particularly […]

16 Jul 2019

Super fund member loyalty is on the rise: 2019 Super Fund Member Sentiment and Communications Report

From Investment Trends

Investment Trends has released its flagship 2019 Super Fund Member Sentiment and Communications Report, an in-depth look at the attitudes, needs and priorities of Australian super fund members. The twelfth annual addition of the report draws on the views of more than 9,000 super fund members conducted in May 2019. Key highlights: Super fund loyalty […]

15 Jul 2019

2019 BlackRock Investment Institute mid-year outlook report

From BlackRock

BlackRock Investment Institute (BII) has published their 2019 mid-year outlook report. In summary, the key change in BlackRock’s outlook is that they now see trade and geopolitical frictions as the principal driver of the global economy and markets. Subsequently, BlackRock has downgraded its growth outlook further, and taken a modestly more defensive investing stance. Ben Powell, Chief APAC Investment Strategist BII said: […]

12 Jul 2019

Equity duration: An oxymoron or an important portfolio exposure?

From Zenith Investment Partners

Duration, despite being a common measure within the fixed income community, is a relatively foreign concept when it comes to equities. However, the latest research from Zenith Investment Partners shows that considering equity duration can be a powerful tool in constructing investment portfolios. Duration is the length of time required for cashflows from an asset […]

11 Jul 2019

Industrial Fund scores top rating

From Charter Hall Direct Property

At a time of increased focus on the attractiveness of industrial and logistic themed investment properties due to the e-commerce revolution, independent research house Lonsec has allocated its highest possible rating, ‘Highly Recommended’, to the Charter Hall Direct Industrial Fund No.4, also known by the acronym DIF4. The fund owns and manages well located industrial […]

09 Jul 2019

Zenith Sector Review: Not even Marty McFly can avoid periods of drawdown

From Zenith Investment Partners

Investors focused on short-term performance will no doubt be disappointed with the underperformance of the Australian Shares long/short sector. However, research by Zenith Investment Partners shows that it is very difficult to produce superior investment outcomes without periods of short-term relative underperformance. Take Marty McFly, every movie buff’s favourite time traveller. Even if he travelled […]

05 Jul 2019

Centuria ‘LifeGoals’ awarded ‘Very Strong’ by Australia Ratings

From Centuria Life

Centuria LifeGoals, Centuria Life’s new investment bonds product, has been awarded a rating of ‘Very Strong’ by Australia Ratings. Centuria Life is part of specialist investment manager Centuria Capital Group (Centuria, ASX: CNI). The ‘Very Strong’ ranking reflects the ratings agency’s “very strong level of confidence that the product can deliver a well-managed, robust investment […]

03 Jul 2019

Listed Infrastructure delivers during recent downturns

From Zenith Investment Partners

Global Listed Infrastructure (GLI) funds have once again proved their defensive capabilities in the face of equity market volatility according to Zenith Investment Partners 2019 Infrastructure Sector Report. The sector delivered solid absolute performance for the year ended 30 April 2019, with the FTSE Global Core Infrastructure 50/50 $A (Hedged) Index returning 14.8%. Zenith’s Head […]

21 Jun 2019