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NEWS AND RESEARCH
The Reserve Bank has announced its latest rate decision, after last month’s surprise move fuelled strong market expectations of a cut.
The fund is set to expand its renewable energy exposure by taking a stake in Atmos Renewables, enhancing long-term returns and diversification.
All nine RBA board members are expected to back a 25-basis-point interest rate cut amid easing inflation.
Data shows funds have had a smooth start to the new financial year following the turmoil of the initial tariff announcements.
Young Australians and tradespeople have faced the greatest risk of super underpayment, with reforms promising to boost their retirement savings.
Sequoia subsidiary InterPrac has received complaints relating to superannuation investments totalling $22 million following the failure of the Shield…
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
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3y(%)pa
1
DomaCom DFS Mortgage
88.01 3 y p.a(%)
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Global X 21Shares Bitcoin ETF
72.60 3 y p.a(%)
3
Global X GlobalX FANG+ ETF
44.46 3 y p.a(%)
4
Pengana High Conviction Equities B
39.12 3 y p.a(%)
5
Pengana High Conviction Equities A
39.05 3 y p.a(%)
SUPERANNUATION
The Reserve Bank has announced its latest rate decision, after last month’s surprise move fuelled strong market expectations of a cut. ...
The fund is set to expand its renewable energy exposure by taking a stake in Atmos Renewables, enhancing long-term returns and diversification. ...
All nine RBA board members are expected to back a 25-basis-point interest rate cut amid easing inflation....
Data shows funds have had a smooth start to the new financial year following the turmoil of the initial tariff announcements....
Young Australians and tradespeople have faced the greatest risk of super underpayment, with reforms promising to boost their retirement savings....
PEOPLE & PRODUCTS
Australian Ethical has named its new head of equities, who previously spent 12 years at Perpetual....
HESTA has concluded one of the largest technology projects undertaken by an Australian industry super fund. ...
The country’s sovereign wealth fund has unveiled a flurry of changes to its leadership team, including the appointment of a key executive role. ...
With Damian Graham stepping into a new capacity within the $190 billion super fund ahead of his retirement, a global search is set to commence for his replacement....
Cbus has swiftly promoted Leigh Gavin to chief investment officer only months after naming him deputy, as the fund works towards growing in size and bringing its investme...
FUNDS MANAGEMENT
Infrastructure well-positioned to hedge against global uncertainty, says investment chief....
The fund manager remains positive on the outlook for gold and believes ongoing market volatility will provide opportunities to acquire small-cap stocks in promising secto...
T. Rowe Price Group VP said investment strategies must adapt to an ageing population, as Australians outlive their retirement savings....
The international asset manager expects AI will reach a point in the near future where it can autonomously manage investments within certain parameters set by fund manage...
Evergreen and semi-liquid fund structures have simplified access to private markets, but their liquidity profile can pose potential risks, according to a recent bfinance ...
FINANCIAL ADVICE
Australian retirees could increase their projected annual incomes between 3 and 51 per cent by incorporating personal and household data into their retirement income stra...
The best interests duty and new class of adviser didn't make the cut for the pre-election DBFO draft bill; however, ASFA has used its submission to outline what it wants ...
The peak body stressed that the proposed financial advice reforms should “pass as soon as possible” and has thrown its weight behind super funds providing a greater level...
Economists from the big four banks have all predicted the RBA to deliver another rate cut during its July meeting; however, some admit the decision will be a close call....
Morningstar believes there is still further to run with the potential takeover of Insignia Financial even with original bidder Bain Capital walking away....
INSTITUTIONAL INVESTMENT
The world’s largest wealth manager remains overweight on US stocks spurred on by AI, but is taking a “granular” approach when assessing trade war damages....
Australia’s investment sector has averaged just 31 per cent alignment with mandatory climate reporting rules, new research has shown....
August is shaping up to be an “eventful” reporting season as high valuations clash with low expected earnings growth, according to MLC....
New data suggests private market performance far exceeded public equities in Q1 2025....
Despite tariff challenges and a weaker US dollar, the investment manager remains optimistic that Asian markets, both big and small, stand to benefit....
INSURANCE
The insurance company has joined this year’s awards as a principal partner....
The $135 billion fund has transitioned away from TAL Life Insurance following an “extensive tender process”....
The $80 billion fund is facing legal action over allegedly signing up new members to income protection insurance by default without active member consent....
In a Senate submission, the Financial Services Council has once again called for further clarification that the government will assess the consumer outcomes of group insu...
The Federal Court has ruled in favour of QSuper regarding non-payment of a total and permanent disablement benefit to a member....
From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...
Super director remuneration ...
No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...