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That old line that “a week is a long time in politics” was never more true than in the case of Scott Morrison’s surprise election win on May 18. After weeks of argy-bargy about abolishing franking credits for zero taxpayers, as Labor had proposed, in the...

New fund (ASX ticker: IMPQ) helps clients achieve their investment goals while making a positive social impact Sydney, Australia (May, 23 2019) – eInvest, a distributor of exchange traded managed fund solutions, has launched Australia’s first actively managed ESG exchange traded fund (ETF) . The new...

With the unexpected – or as one particular person described it “miraculous” – Coalition election victory, the storm clouds of dividend franking reform have cleared.  So now we can sleep well at night knowing we can bank out franking credits, let’s have a look at...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Overview Global equity markets were up strongly in April, with the S&P500 +3.9%, FTSE 100 +1.9%, Nikkei 225 +5.0% and Shanghai Composite -0.4%. The Australian market was also strong, finishing the month +2.5%, bringing the total return for...

Interest in ESG or “environment, social and corporate governance” issues has increased greatly in recent years. It has been driven by a number of factors, including investors seeking to avoid reputational risk which has been more prominent following news events such as the Hayne royal commission,...

One investment firm has said that in its current form the proposed Labor changes to the franking credit regime do not pass the fairness test for Australian investors. At an investment day, Stephen Bruce from Perennial Value Management Limited said that while an economic argument could...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Overview Global markets were generally stronger in March, with the S&P500 +1.8%, FTSE 100 +2.9% and Shanghai Composite +5.1%, while the Nikkei 225 was down -0.8%. A key theme in global markets was falling bond yields, driving up...

When it comes to equity markets, it appears active US large cap managers in particular seem to struggle to outperform comparative passive strategies after fees. Are the fixed income folks smarter and better at what they do than their equity counterparts? As a fixed income person...

eInvest will partner with independent investment managers based locally and globally to deliver a suite of Active ETF solutions Sydney, Australia (April 9, 2019) - eInvest, a distributor of Active ETF solutions founded by senior executives at the $5bn funds manager Perennial, has today announced the expansion...

Whichever major party finds itself in power after the imminent Federal Election, Australia’s retail investors can gain most reassurance from the fact that they will probably end up as beneficiaries of an income tax cut. Coalition Treasurer Josh Frydenberg pitched his Budget largesse at salary and...