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Recycled scares

BENJAMIN ONG  |  WEDNESDAY, 7 MAR 2012
... report on Portugal last night, you'll know why. Take it away Bloomberg. "Portugal should be able to return to bond markets next year and private creditors aren't expected to take writedowns on the nation's debt, the head of the International Monetary ...

'Twinflation' makes real asset investment popular

MELANIE TIMBRELL  |  TUESDAY, 6 MAR 2012
... against the threat of 'twinflation', according to AllianceBernstein. Referring to the 'secular investment backdrop' for the next decade, Jon Ruff, lead portfolio manager and director of research for real asset strategies described the impact of widespread ...

CIOs see no let up in European debt crisis

CLAIRE MCGREAL  |  TUESDAY, 6 MAR 2012
... cause for concern for Australian institutional investors, with the ongoing saga cited as the biggest risk to returns over the next 12 months. The survey of chief investment officers represented by the Financial Services Council (FSC), including ANZ Wealth ...

Wen Confucius meets Sun Tzu

BENJAMIN ONG  |  TUESDAY, 6 MAR 2012
... America starts making noises about jobs and business activity at home, China's cheap exports and the undervalued yuan are next in line. Must be because Mitt Romney's looking likely to be the GOP Presidential candidate and China couldn't risk getting ...

AIA partners with AGI

MELANIE TIMBRELL  |  MONDAY, 5 MAR 2012
... superannuation funds," said Mu. "As the SMSF sector continues to skyrocket, organisations are constantly looking for the next differentiator to add value to members," said John Felsch, principal at AGI. Granting access to wholesale rates for comprehensive ...

TSCGEMU

BENJAMIN ONG  |  MONDAY, 5 MAR 2012
... floated at the EU Summit held last 30 January. Here was Reuters' report before the event: "EU leaders will hold a summit next Monday devoted to putting forward a growth strategy. But it will be largely about pledging labour market reforms, shifting taxation ...

Global govt bonds downgrade: Towers Watson

MELANIE TIMBRELL  |  FRIDAY, 2 MAR 2012
... stagnation," said Jeff Chee, head of asset class research for Towers Watson Australia. The firm's research indicates that in the next year bond yields and risk premiums will be kept low by deleveraging and easy monetary policy but that in the medium-term ...

Attitude overhaul needed: Perpetual

ELISE BURGESS  |  FRIDAY, 2 MAR 2012
... Brandweiner. Brandweiner said he is particularly concerned about the capitulation trend he fears will start to unfold over the next few months. "This is where investors who have been with their advisers for the past few years, who have been told repeatedly ...

Better and better

BENJAMIN ONG  |  FRIDAY, 2 MAR 2012
... economy grew for the 33rd consecutive month... Comments from the panel continue to reflect a generally positive outlook for the next few months." It getting betterer in China and Japan too. China's official manufacturing PMI rose to 51.0 in Feb from ...

FOFA provisions will go ahead: PJC

ELISE BURGESS  |  THURSDAY, 1 MAR 2012
... regulator would increase its monitoring, including a shadow shopping exercises on advice pertaining to life risk over the next two years. For post-implementation, the committee recommended Treasury work with ASIC to monitor the quality of advice on the ...