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Investment

Proliferation of global equity products meet investor demand

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2016
Lonsec Research has revealed a swell in global equity products in reaction to growing investor demand for global exposure and a variety of different strategies.

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
With the retirement income debate reaching an industry fever pitch, Alex Burke investigates a new approach to portfolio construction that aims to manage both sequence and longevity risk simultaneously.

Economic Wrap

BENJAMIN ONG  |  TUESDAY, 13 SEP 2016
Australian lending finance commitments and China vehicle sales up; UK trade deficit narrows but Japan machine tool orders and Indian industrial output fall.

Westpac tops S&P ESG index

ALEX BURKE  |  MONDAY, 12 SEP 2016
Westpac has been determined the financial services industry leader in the S&P Dow Jones global sustainability benchmark.

JP Morgan renews DCC mandate

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2016
JP Morgan has won a mandate, allowing the firm to continue to deliver direct custody and clearing (DCC) for one of its long-standing clients in Australia and New Zealand.

The twenty-first night of September

BENJAMIN ONG  |  MONDAY, 12 SEP 2016
But the final arbiter might be the financial markets' negative reaction to the increased prospect of a September rate hike (odds lifted to 30% after Rosengren spoke from 24%, according to Reuters). Madam Janet would not want that.

Watershed SMA makes the right calls

MICHELLE BALTAZAR  |  SUNDAY, 11 SEP 2016
Over a difficult trading year to July 30, where world markets dipped into the red, the Watershed International ETF SMA delivered 6.86% p.a. gross return for its investors, outpacing its benchmark the MSCI World Index (AUD) which lost 2.48%, giving outperformance ...

New fund tapping into Indian equities

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2016
India Avenue Investment Management Australia has taken advantage of the recent surge in India's economy by launching a new unlisted investment fund.

Climate risk underappreciated: BlackRock

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
All investors should incorporate climate change awareness into their portfolios, according to the BlackRock Investment Institute (BII), who believes climate factors have been underappreciated and underpriced.

Economic Wrap

BENJAMIN ONG  |  FRIDAY, 9 SEP 2016
US consumers increase borrowings; ECB leaves policy unchanged; Japan GDP revised higher; China trade surplus declines.