Generation Life, which specialises in tax-efficient investment solutions, recently unveiled enhancements to its lifetime annuity product in a bid to help more investors plan for a dignified retirement without a fear of running out.
These long-term managed investments allow for tax-free withdrawals after 10 years and, unlike with superannuation, there is no limit on the initial investment. And they’re more than just a tax play.
While she acknowledged some in the industry may be resistant to expanding the scope of who can provide advice, the principal architect of the Quality of Advice Review urged support for its adoption, saying her recommendations are good for advisers and, most importantly, for consumers.
The steepest rate-hiking program in history has largely done its job, but softening inflation may not translate to an immediate pivot on official rates as cautious central banks seek a comfortable buffer, says Neuberger Berman.
Absolute-return bond strategies should perform even in down markets, but a Morningstar report shows most failed to meet their own performance targets in a rocky 2022. However, as an alternative to traditional fixed income, these strategies still provide the defensive correlation, the research firm argues.
The global transition away from fossil fuels will require a massive reallocation of capital, and with the technology driving it now more cost-effective than ever, companies and investors that seize climate-related opportunities will be best placed to reap the benefits, according to recent MSCI research.
The new fund will aim to cater to Australian investors’ appetite for conservative private credit strategies, while providing low correlation to equity markets and traditional fixed income.
The giant tech companies that have dominated the equity rally are showing signs of slowing growth, prompting crowding and valuation risk for investors. According to Bell Asset Management’s Ned Bell and Redwheel’s John Malloy, it could be a “pivot moment” for equity markets.
The 35th iteration of the awards saw Franklin Templeton Australia beat out fellow finalists BlackRock, Lazard, VanEck and Macquarie Asset Management to take out the Fund Manager of the Year award.
In a recent market update Sage lamented the RBA’s recent decision to re-engage interest rake hikes after pausing only a month earlier. Policy outcomes have become confusing, the fund manager noted, with the path to a soft landing becoming even narrower.
