MM Newsletter
  08 July, 2020
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Latest News
 
Are there code of ethics risks for advisers making retirement income recommendations?
Questions are being asked about whether advisers are facing greater risks of being perceived to breach the code of ethics because of the complexities inherent in advising on retirement income strategies in a volatile yet prolonged low interest rate environment. For more.
 
Advisers' platform loyalty wanes
Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic. For more.
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Diversify your equities
Seek to add stability to your equity allocation with fixed income ETFs that cover the broad market. Find out more. For more.
 
Pure relative value tops inflation linked bonds
Pure relative value investing wins out in the inflation linked bonds sector as strategies that avoid macro-economic effects offer better defensive protection during the COVID-19 pandemic. For more.
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Iress integrates FE Analytics into Xplan
FE fundinfo’s investment research and portfolio construction tool, FE Analytics, has been integrated into Xplan. For more.
 
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A panel of industry experts discuss annuities post Retirement Income Review
How do you ensure your clients are retirement ready in the face of reduced superannuation returns and the looming Retirement Income Review? For more.
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Parliamentary committee chair goes fishing on REST and HostPlus liquidity
Major superannuation funds are being asked to explain whether they have needed to provide either liquidity or cash to REST and HostPlus. For more.
 
Earnings estimates 'too high' amid COVID-19
Companies’ earnings estimates are “too high” as the long-term impact of COVID-19 on businesses remains unknown, according to Bell Asset Management. For more.
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Sequoia FG buys Total Cover Australia
Sequoia Financial Group has entered into a purchase of assets agreement with Total Cover Australia, via the company’s wholly owned subsidiary InterPrac. For more.
 
New climate rating for companies
Amundi Asset Management has become one of the first asset managers to announce it will use a set of climate ratings developed by global non-profit CPD to measure the global warming path and investments. For more.
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Aussie passports hold up in face of COVID-19 restrictions
Holding an Australian passport is likely to be welcomed at airports worldwide although the US passport will be under scrutiny as a result of travel restrictions imposed by COVID-19. For more.
 
AFSL needed in binder agreements
When entering into a binder agreement both the insurance agents or brokers, and the insurer need to ensure the other party has the appropriate Australian financial services licence particularly when claims handling becomes a regulated financial service. For more.
Features
 
How does the Aussie ETF landscape compare to the US?
The ETF market in Australia is unlikely to reach the heights or complexity of the US, writes Laura Dew, but industry experts believe the space is still a fast-growing and secure marketplace. For more.
 
What’s in a durable portfolio?
The longest bull market has come to an end as a result of a health crisis, Jassmyn Goh finds out what advice has been given to investment committees during this current market downturn. For more.
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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia