Major Banks thrive despite margin pressure: KPMG Major Australian Banks First Half Year Analysis 2022

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KPMG analysis has found that the Australian major banks (‘the Majors’) have reported improved profits and returns for the first half of the financial year 2022, despite ongoing pressure on... Read more continue reading

New Robeco fund attracts highly recommended rating

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Robeco’s Global Developed Sustainable Enhanced Index Equity Fund (AUD) has been awarded a highly recommended rating in its first research cycle by independent research house, Lonsec. The Fund was launched... Read more continue reading

Major research houses Zenith and Morningstar upgrade Western Asset Global Bond Fund

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The Western Asset Global Bond Fund has been rated ‘Highly Recommended’ by Zenith Investment Partners, the only Fund upgrade within the international fixed interest sector during this review period. The... Read more continue reading

Zenith awards the ClearBridge listed infrastructure funds top ratings

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Leading investment research firm Zenith Investment Partners has upgraded its ratings of four ClearBridge managed funds, saying ClearBridge has “one of the strongest teams” in the listed infrastructure sector. In the updated... Read more continue reading

Resolution Capital Real Assets Fund upgraded by Lonsec

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Resolution Capital is pleased to announce the Resolution Capital Real Assets Fund (the Fund) has been upgraded to a ‘Highly Recommended’ rating by Lonsec. It is the second year in... Read more continue reading

Time to go alternative to beat inflationary woes

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Investors, retirees, and financial planners in the current market need to look beyond the standard asset allocation choices of chasing share market beta through passive equity funds and relying on... Read more continue reading

Chant West launches responsible investment classifications

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Chant West has incorporated responsible investment (RI) classifications into its ratings for super fund investment options, providing investors with detailed RI insights that allow them to make more informed investment... Read more continue reading

Early-stage venture capital opportunity nabs Evergreen ‘Commended’ rating

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Specialist alternatives investment research firm Evergreen Ratings has assigned a “Commended” rating to the OurCrowd 50 Fund, saying it would meet the requirements of investors looking for exposure to a... Read more continue reading

Zenith sector report: Australian shares – small companies

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Zenith Investment Partners has released its sector report on Australian shares – small companies. In it Zenith says it believes the best fishing spot for active managers is the Australian... Read more continue reading

Anchoring to your long-term strategy vital during market volatility

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Markets continue to display volatility, with the invasion of the Ukraine heightening already elevated geopolitical tensions and supply chain pressures around the world. Leading superannuation research house SuperRatings estimates that... Read more continue reading