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Edition: White Papers 2021

1-12 out of 55 results.

Australian Ethical Sustainability Report for 2021

Australian Ethical has expanded its reporting to take a deeper look at its advocacy initiatives, climate action, alignment to the UN Sustainable Development Goals (SDGs), community support and people and culture highlights.

Five reasons to expect a cooling property market and falling prices in 2023

The main drivers behind the expected slowdown in Australian home prices are: worsening affordability; rising supply; rising rates; macro prudential tightening; and a rotation in spending away from housing. The main risk on the upside would be a fast return to pre-covid immigration.

The Long View: The Peak in Peaks

In the latest ‘Anatomy of  a Recession’ series, ClearBridge Investments says that as the global economy normalises, U.S. growth should weather the peak in peaks and remain above trend for the following 12 to 18 months.

The rise of the middle class in Asia

Asia is at an inflection point too important to ignore. It is already the world’s largest economic region and is forecast to deliver around two thirds of global growth over the next two decades.

The case for a strategic allocation to EMD in Australian portfolios

With equity valuations at all-time highs, fixed income yields at or near historic lows and volatility top of mind for investors, the emerging market debt (EMD) asset class may warrant a closer look for Australian investors.

Asset Allocation Committee Outlook 4Q 2021

The immediate hurdles that we believe investors need to clear include supply disruptions and rising input costs, tighter fiscal and monetary conditions, and threats to growth in China. But which markets do we favor when core government bond yields remain so low?

Fixed Income Investment Outlook 4Q 2021

A potential default in China and shifting policy in Europe have been key developments in an environment of volatility and higher yields. Investors should focus on reorienting portfolios in light of the 'two-way' investment environment that will likely emerge in 2022.

Martin Currie: Investing to improve lives

At Martin Currie our purpose is Investing to Improve Lives. Whether as stewards of our clients’ capital, as investors in equity markets or as members of our local and global communities, we never forget the responsibilities our work brings.

Investing under uncertain inflation

Important questions for investors during this spike in inflation: How long will higher inflation persist, how do you protect your portfolio from it and what do you do if central banks do a U-turn and try to control it?

The pandemic accelerant: turbo-charging the digital economy

New business formation has soared during the pandemic, even though it typically plummets during recessions. Similarly, we have witnessed a record number of unicorn births, especially in fintech and biotech.

Durable, sustainable, adaptable: Identifying potential “Transition Winners”

In the modern economy, the best long-term prospects belong to companies that have a durable competitive position, do little to no harm to society or the environment, and can adapt to change.

10 trends that will define the future of emerging market investing

In this paper we share 10 themes that we believe will drive opportunities in emerging markets in the next 10 years, such as the revival in travel demand, the growth of digital platforms and the acceleration of mobile technology.

Most viewed in recent weeks

Stop treating the family home as a retirement sacred cow

The way home ownership relates to retirement income is rated a 'D', as in Distortion, Decumulation and Denial. For many, their home is their largest asset but it's least likely to be used for retirement income.

Welcome to Firstlinks Edition 433 with weekend update

There’s this story about a group of US Air Force generals in World War II who try to figure out ways to protect fighter bombers (and their crew) by examining the location of bullet holes on returning planes. Mapping the location of these holes, the generals quickly come to the conclusion that the areas with the most holes should be prioritised for additional armour.

  • 11 November 2021

Welcome to Firstlinks Edition 431 with weekend update

House prices have risen at the fastest pace for 33 years, but what actually happened in 1988, and why is 2021 different? Here's a clue: the stockmarket crashed 50% between September and November 1987. Looking ahead, where did house prices head in the following years, 1989 to 1991?

  • 28 October 2021

Why has Australia slipped down the global super ranks?

Australia appears to be slipping from the pantheon of global superstar pension systems, with a recent report placing us sixth. A review of an earlier report, which had Australia in bronze position, points to some reasons why, and what might need to happen to regain our former glory.

How to help people with retirement spending decisions

Super funds will soon be required to offer retirement income strategies for members in decumulation. With uncertain returns, uncertain timelines, and different goals, it's possibly “the hardest, nastiest problem in finance".

Tips when taking large withdrawals from super

You want to take a lump sum from your super, but what's the best way? Should it come from you or your spouse, or the pension or accumulation account. There is a welcome flexibility to select the best outcome.

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