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| | | Recent research from Monash University demonstrated retirees will require a balance above $400,000 to achieve sustainable retirement without investment-related constraints. The Comfort or Collapse: Why Balance Size and Design, Not Just Returns, Decide ... |
| | | | ... market cycle with a low-to-moderate correlation to traditional financial market indices, targeting a gross return of 6% p.a. above the Bloomberg Ausbond Bank Bill Index with 8% p.a. target portfolio volatility. It returned 22.1% p.a. in the year to April ... |
| | | | ... stock is shared among a workforce that is only slightly smaller, lifting capital per worker and pushing output per capita above our baseline," the report read. The report noted in the near-term, no migration would have an impact on demand as migrants ... |
| | | | ... actually still 5% below their pre-war peak. You compare that to the US, shares there are at all-time highs and actually 8% above the pre-war peak. That rise in US shares was really relentless," The rally was underpinned by a stronger than expected US ... |
| | | | ... fees are kept low. A TAA overlay enables efficient portfolio tilts and FX implementation, addressing the challenges set out above. "This initiative reflects our commitment to continually improve how we serve clients and deliver investment solutions which ... |
| | | | ... and management rights to its four ETFs, will be sold to Teaminvest Private Group (ASX: TIP) for $16 million, which will be above the business' current share price once completed. The suite includes the Intelligent Investor Select Value Share Fund ... |
| | | | ... to about 1% to 1.5% in terms of GDP growth. That's low for Australia. That will mean that our population is running above our level of economic growth, which means that per person we're going backwards again. That is disappointing after we had ... |
| | | | ... particularly impacted, with fundraising effectively stalling in Europe and only a handful of US focused funds reaching closes above the US$1 billion mark, reflecting the pressure of persistently high interest rates," the report said. "Against this backdrop ... |
| | | | ... or 11.7%. This follows returns of 12.2% in 2024 and 8% in 2023. The Future Fund also achieved a 10-year return of 8.6%, above the mandated target return of 7%. "We look forward to the contribution that Trafford-Walker and Tindall will make to continuing ... |
| | | | ... in FY28, rising to $1.3 billion. The data revealed that the forecasted deficit for the FY26 financial year edged slightly above $3 billion, with the deficit improving to just over $1 billion in FY27. Along with a bigger surplus, the review projected ... |
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