Pengana: Time to ring the bell on banks vs. miners

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Potential risk to returns by having an underweight position in resources, overweight financials, especially from such extreme levels says Pengana’s Ric Ronge. The first signs of a correction between banks

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Record resource projects: like putting man on the moon

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The Bureau of Resources and Energy Economics (BREE) has estimated that committed investment in resources and energy major projects in Australia increased to a record $268.4 billion at October 2012.

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Three out of five sector ETFs have outperformed the ASX200

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Australian-owned ETF provider, Australian Index Investments (Aii), sector ETFs have had an exceptional year with its resources, metals & mining and industrials ETFs providing investors with returns well in excess

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Gold stocks falling short on returns

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Most of the gold stocks in Australia’s gold mining index returned less than the gold price over the last three years according to E.I.M. Capital Managers. Many investors buy gold

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Defensive strategies drive allocations for Implemented Portfolios

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Implemented Portfolios’ Asset Allocation and Investment Committee (AAIC) has affirmed defensive positioning strategies for its five model portfolios as developed markets continue to show subdued growth outlooks in the committee’s

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Resource Sector ETFs popular with SMSF Trustees

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Local Sector ETF specialist, Australian Index Investments (Aii), has seen increased interest in their resource-based ETFs from SMSF Trustees, with one in three ETF investments being held by DIY SMSFs.

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Africa. The next big thing?

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Imagine owning the only major supermarket in a city of 18 million people. South African-based food retailer Shoprite doesn’t have to dream of this situation because that’s the competitive advantage

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