Low interest rates may be a case of history repeating – Part 2
In the second instalment of this analysis, Roger Montgomery writes that talk of a new era of persistently low interest rates may not be the “new normal” that has become the consensus view.
October 27, 2016
Global Equity Advantage Fund added to Macquarie Wrap
The Grant Samuel Global Equity Advantage Fund has been added as an investment option on the Macquarie Wrap platform, 12 months after the fund was launched to provide investors with a risk managed global equities exposure and following its recent addition to the HUB24 platform. The fund combines the expertise of global equity specialist Epoch
October 26, 2016
Zurich’s Equity Income Fund celebrates 10-year anniversary
Zurich is proud to mark the 10-year anniversary of the Zurich Investments Equity Income Fund. According to Zurich’s National Investment Sales Manager, Linda Stangherlin, the fund, which invests in blue chip Australian shares and exchange traded options, has proven to be a solid performer during a decade of complex and volatile market conditions. “When the
October 26, 2016
Two new faces on board as FPA reveals election results
Two long-time Financial Planning Association members have been appointed as directors for the first time and another wins re-election to serve a second term.
October 26, 2016
MapMyPlan’s ‘no product’ AFSL application stumps the regulator
It took the online advice service MapMyPlan seven months of working with ASIC to obtain its AFSL, due to the challenges thrown up by its unusual offering. Simon Hoyle writes.
October 26, 2016
Could do better: Australia given a B+ and urged to lift SG
The authors of the Melbourne Mercer Global Pension Index have recommended Australia lift the superannuation guarantee rate and keep citizens working longer. Sally Rose writes.
October 26, 2016
What’s the cost of independence when you don’t know the value?
What's the cost of independence, and what's its value to you? If it comes down to a purely economic decision, Dixon thinks it might be missing the point.
October 26, 2016
US election a source of market fatigue: Instreet
Equity markets are looking fatigued, lumbering along with little volatility as they wait for the US election result says boutique investment manager Instreet. This of course, is completely contrary to what we had expected for 2016, especially how the markets opened the year, adds George Lucas, managing director Instreet. “The ASX200 closed at 5430 on
October 25, 2016
24 HOURS: A day in the life of … Lantern Advisory
Professional Planner takes readers inside Lantern Advisory with James Cavanough, a director of the financial planning practice located in the heart of Brisbane.
October 25, 2016
BlackRock: Global ETFs continue record year to date flows
Global ETPs gathered $US30.5bn in September, continuing on record year-to-date pace, propelled by U.S. and Japanese equities and bolstered by emerging markets (EM) equities and debt and steady flows to corporate bonds. U.S. equities collected $US9.7bn as the Fed opted to hold rates steady and amid improving economic data in the U.S. Japanese equities surged
October 24, 2016
SSGA launches international equities fund to exclude tobacco and controversial weapons
State Street Global Advisors (SSGA), the investment management arm of State Street Corporation (NYSE:STT), has launched an international equities fund which screens out companies involved in tobacco and controversial weapons. The fund is aimed at Australian institutional investors which are increasingly integrating Environmental, Social and Governance (ESG) considerations into their investment decisions. Medibank Private Limited,
October 24, 2016
ETF market capitalisation up 25 per cent, says Zenith
The year to 30 September 2016 has been another strong year for growth in Exchange Traded Funds, according to Zenith Investment Partners latest ETF Sector review, with the sector reaching a market capitalisation of $24.1 billion, up 24.7% on the previous year. Product diversity continued to increase as well, with 146 exchange traded products now
October 24, 2016
