The Australian superannuation industry has been in the headlines almost every day in the past few weeks, with the Federal Government predicting that as many as 1.7 million people will look to access their superannuation early as part of COVID-19 relief measures. For those that have a choice and are wondering if they should take...Read More

Australian shareholders are set to reap around $27.5 billion in interim company dividends over the next two months, courtesy of the latest corporate earnings season. Those dividend flows will be very welcome to many investors during some of the most volatile market trading conditions on record, and following another cut to official interest rates last...Read More

The coronavirus pandemic is having profound effects on Australian families, communities, businesses, the financial markets and the global economy. Many people have lost their jobs and there is much uncertainty around the depth and duration of the current crisis. Governments and policymakers across the globe have announced unprecedented fiscal and monetary packages to provide some...Read More

Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement. The potential investment advice may look something like this: Invest in long-term growth assets, like equitiesAvoid currency risk and favour domestic asset allocationChoose a low-cost index fundDon’t look at the returns on a...Read More

Since the news of the coronavirus broke, the human impact globally has been significant and continues to rise. The outbreak and the potential threat of a pandemic has understandably generated strong responses in financial markets as new information is priced into risk assessments., as investors continue to evaluate the uncertain outlook and increasing impacts of...Read More

Since the beginning of this year, financial markets and expectations have turned decidedly bearish. Concerns about a Sino-US trade war, along with the so-called ‘inversion’ of the US yield curve, have heightened apprehension of a US-led recession. This is highlighted by the recent increase in negative-yielding bonds. The amount of global bonds with a negative...Read More

Infrastructure as an asset class is increasingly on the radar of investors and their advisers.  We remain optimistic about the prospects for the global listed infrastructure asset class in 2019, and beyond, due to a number of factors. Two distinct asset subsets within the infrastructure asset class With active management, an infrastructure portfolio can be...Read More