Actuaries Institute launches climate index

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The Actuaries Institute has launched a climate index, an objective measure of extreme weather conditions and changes to sea levels, to help policymakers and Australia’s businesses assess how the frequency of weather extremes is changing over time. The Australian Actuaries Climate Index, which includes a number of sub-indices, tracks changes in the frequency of extreme […]

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Private Credit industry on track to reach $1trillion by 2020: global borrower and institutional investor bases expand

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According to research published by the Alternative Credit Council (ACC) – the private credit affiliate of the Alternative Investment Management Association (AIMA) – and global law firm, Dechert, private credit is now a globally established source of mainstream finance for borrowers around the world, with the industry on-track to grow to $1 trillion of assets […]

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Property listings slip modestly in October

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Figures released yesterday by SQM Research reveal national residential listings fell slightly in October 2018 to 335,014 from 335,854 in September. Compared to a year ago, national listings rose 3.3%, boosted by a big increase in Melbourne, where listings also bucked the national trend and increased 5.9% in October. Over the year, the stock available […]

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Australians concerned about economic outcomes of the current White House administration: Investment Trends

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Leading research firm Investment Trends has released its October 2018 Investor Intentions Index, a monthly study that tracks investors’ market outlook and intended investments. The study draws on monthly surveys which were answered by 2,095 Australian investors over the last 12 months. Australian investors’ share market return expectations turn negative for the first time since […]

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Real return funds go defensive and reduce equities exposure

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Real return funds that can flex their asset allocations to suit market conditions have significantly reduced their equities exposure, according to Zenith. Among Zenith’s rated universe of real return funds, the average allocation to Australian equities has progressively declined from 13.6% in December 2016 to 4.5% as at June 2018. By comparison, the Australian equities […]

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Low cost multi-asset funds more volatile in down markets

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Investors in low cost multi-asset funds are more likely to experience higher volatility when markets decline, according to new research by Zenith. In its 2018 Multi Asset Diversified Review of 88 rated funds, Zenith compared the performance and drawdown of a low cost group in the growth category with a management fee below 0.58% per […]

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Lonsec upgrades K2 Australian Absolute Return Fund

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Research House Lonsec has upgraded its rating of the K2 Australian Absolute Return Fund to ‘Recommended’ as part of its most recent Australian Equities – Australian Long Short Sector Review. K2 Asset Management has been managing Absolute Return Strategies since 1999, with this Fund having a 19 year Track Record. Lonsec’s rating is predicated on […]

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Candriam Sustainable Global Equity Fund wins top rating

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The Candriam Sustainable Global Equity Fund has received a ‘Highly Recommended’ rating from Lonsec Research. In making its assessment, Lonsec cited the depth of the Fund’s ESG analysis that forms part of the stock selection process. This is an example of what Lonsec regards as a distinctive product within the universe of investment managers that […]

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Customer-owned banking sector outpaces major banks

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APRA’s quarterly banking figures indicate that customers have faith in the customer-owned banking sector. “Given the damage to the reputation of the broader banking sector due to misconduct exposed by the Financial Services Royal Commission, customers are looking for banking institutions they can trust,” said COBA CEO Michael Lawrence. “APRA’s latest numbers show that customer […]

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Planners are relying on insurance providers more than ever: 2018 Planner Risk Report

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Investment Trends has released its 2018 Planner Risk Report, an in-depth survey of Australian financial planners who provide advice on life insurance. The report, now in its tenth year, draws on the responses of 495 financial planners concluded in June 2018. This year’s study highlights a number of important trends: Key highlights: Most planners recognise […]

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