Global sustainable funds, as identified by Morningstar, rose to a record US$ 2.2 trillion in the second quarter of 2021, up from US $1.7 trillion a year earlier, or growth of 35% in a year. Read more

In the 2021 federal budget, the government proposed expanding eligibility to make downsizer contributions to individuals 60 and over, from previously 65 and over, allowing more individuals from an expected start date of 1 July 2022 to use these rules ... Read more

The fallout from the Global Financial Crisis set off a sea change in fixed income markets. The rise in electronic trading, a growing roster of liquidity providers, and efficient market completion tools are but a few of the changes that have positively ... Read more

If a security were to rise from 97 cents to $70,000 in 10 years, it would be hard for a financial adviser to not get calls from clients asking about it. Read more

The behaviour of financial assets during the 2020 pandemic triggered a re-examination of the role of correlation in portfolios. Most market participants were surprised that the historically observed negative correlation between certain assets did not ... Read more

Megatrends and disruption are not mutually exclusive, but inexorably entwined. Disruption is now playing a stimulant role to what has been going on for many years in pervasive global megatrends. Read more

People often ask why interest rates are so low, what is a negative interest rate and when will rates rise again. This paper explains the economics behind low interest rates, considers what Australia's central bank, the Reserve Bank of Australia (RBA) ... Read more

Core exposures form the foundation of an investor's portfolio. Key attributes of these exposures are longevity, value and the ability to meet asset allocation objectives. Exchange-traded funds (ETFs) are compelling investment vehicles for core exposures ... Read more

Closed-ended investment entities such as listed investment companies (LICs) or listed investment trusts (LITs) have a fixed capital. When investors seek to reduce their investment in a LIC or LIT, they sell their shares/units on an exchange like the ... Read more

Benchmarks are commonly used to measure performance. However, this paper explains why this approach may be problematic in fixed income investing and how to track performance and find returns when investing in bonds. Read more