Till debt do us part

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Research reveals financial freedom not a reality for many Australians Almost half of Australians won’t pay off their mortgages before they retire, a nationwide debt and savings survey by RaboDirect, Australia’s online savings and investments bank, has found. The National Saving and Debt Barometer found 49% of respondents with a home loan would be 60 […]

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Threadneedle’s outlook and investment themes for 2011

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Reasonable global growth led by emerging economies, but markets remain fragile and shocks will trigger volatility Mark Burgess, incoming Chief Investment Officer at Threadneedle, looks ahead to 2011: “Our central case for 2011 is one of reasonable global growth led by emerging markets. Against this backdrop world equity markets look good value, particularly against government […]

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Lonsec releases natural resources sector review

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Lonsec has released its 2010 review of the Natural Resources sector, encompassing 11 funds across the three Natural Resources sub-sector lines: Resources: Investments participating in the energy, industrial metals and precious metals sector. Commodities: Investments participating in the livestock, grains and softs (sugar, cotton, coffee, cocoa) sector. Agribusiness: Investments participating across the food and fibre […]

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Responsible Investment 2010

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Responsible Investment 2010 is the 10th annual Benchmark Report commissioned by RIAA and the 7th report based on research carried out by Corporate Monitor. Its aim is fourfold: to update figures for the 2009-10 financial year for the various forms and segments of responsible investment; to present analysis of its level of growth (or decline); […]

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Investing Globally Can Provide Better Opportunities than Domestic Myopia, According to BNY Mellon Asset Management

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Global View Can Aid Investors to Spread Risks and Achieve Better Returns Investing globally has the potential for providing better returns and greater diversity of risk exposure than limiting capital allocations to home markets, according to a new white paper by BNY Mellon Asset Management. “Investing globally can help investors spread their risks and position […]

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A land of opportunity – Australia leads the way as a multicultural nation

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Australia continues to be a leading multicultural nation, attracting one of the highest proportions of overseas born residents at 25 per cent of the total population, compared to the OECD average of 11 per cent, according to the latest AMP.NATSEM Income and Wealth Report. Australia’s immigrant population on a per capita basis is almost double […]

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Lonsec releases 2010 Multi-Manager Sector Review

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Lonsec’s 2010 multi-manager universe consists of thirteen managers, of which twelve were formally researched and rated as part of this Sector Review. Multi-managers included in this review offer products across a range of asset classes, both multi-asset class and sector specific. Deanne Fuller, Senior Investment Analyst, commented, “The 12 managers reviewed map through to 146 […]

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New S&P Report Says Australia’s Pension System Provides Roadmap for Strengthening Asian Capital Markets

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Asian economies with an eye on the future could benefit from a closer look at the development of Australia’s superannuation industry, according to an executive comment released today by Standard & Poor’s.  Moreover, Australia’s experience in creating a well functioning pension system provides a way to overcome current shortfalls in financial services expertise, corporate governance, […]

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Zenith Completes First Hedge Fund Sector Review into Institutional Offerings

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Earlier this year Zenith Investment Partners Pty Ltd (Zenith) appointed Hedge Fund specialist Daniel Liptak as Head of Alternatives. The national research provider’s Hedge Fund Review Team headed by Daniel Liptak has announced that following extensive appraisal and analysis, it has completed the first of its expanded Hedge Fund Sector reviews. The first sector reviewed […]

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Lonsec releases 2010 Australian Equity Income Sector Review

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Lonsec has released its 2010 Australian Equity Income Sector Review, which encompassed nine funds. Two of those received a Highly Recommended rating, the CFS Wholesale Equity Income Fund and the Zurich Investments Equity Income Fund. An Australian equity income focused fund will typically have an emphasis on: Level of overall yield Franking level Capital gains […]

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