2019 BlackRock Investment Institute mid-year outlook report

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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: […]

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Equity duration: An oxymoron or an important portfolio exposure?

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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 […]

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Industrial Fund scores top rating

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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 […]

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

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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 […]

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

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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 […]

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Listed Infrastructure delivers during recent downturns

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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 […]

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Super funds look to move past forgettable financial year

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A world-beating performance from Australian shares has been overshadowed by the re-emergence of geopolitical uncertainty and a wave of risk aversion in global markets, leading to softer performance for super funds in the final stretch of the financial year. According to estimates from leading superannuation research house SuperRatings, the typical balanced option return was -0.7% […]

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Recommended rating awarded to Ausbil Active Dividend Income Fund

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As interest in higher-yielding income increases, Zenith has awarded the Ausbil Active Dividend Income Fund a timely ‘Recommended’ rating. Zenith said “Ausbil’s focus on the sustainability of dividends, rather than high dividends, is a key attraction of the Fund.” “Ausbil’s investment process is robust, incorporating macro-economic indicators, a sound valuation process and intuitive qualitative inputs.” The ratings agency added that the fund’s portfolio manager, Michael Price, was well qualified to manage the Fund, given his expertise and experience managing equity income portfolios. Ausbil said the Ausbil Active Dividend Income Fund combines a core and tactical allocation approach to generating higher dividend income paid to investors in monthly distributions. “In this low rate environment, and with people living longer in retirement, investors need diversified and higher income sources, with the potential over the long term for capital to grow,” said Mr Price. “With an active dividend approach we are able to generate monthly distributions rather than half-yearly,” he said. “This benefits investors seeking regular income who used to hesitate at the traditional half-yearly structure of distributions.” “The dividend income market is transforming,” noted Mark Knight, Head of Distribution at Ausbil. “Income investors like SMSFs, retirees, […]

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GSFM and Cambridge announce strategic partnership

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GSFM and Canadian-based Cambridge Global Asset Management have formed a partnership, with GSFM distributing the Cambridge Global Smaller Companies fund in the Australian and New Zealand markets. The partnership will leverage Cambridge’s extensive investment management capabilities and GSFM’s substantial distribution network in the region. Toronto and Boston based Cambridge Global Asset Management was founded in […]

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Schroder Global Recovery Fund upgraded to ‘Recommended’ by Lonsec

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Schroders’ global equity strategy, which was launched in 2017 and adopts a pure value-driven approach, has been upgraded to ‘Recommended’ by research firm, Lonsec. Lonsec identified the “differentiated, highly unconstrained, contrarian investment philosophy that employs a patient, disciplined investment process” as a key strength. The Schroder Global Recovery Fund is a benchmark-unconstrained strategy, focusing on global companies […]

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