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Edition: White Papers 2021

1-12 out of 60 results.

Vanguard economic and market outlook for 2022: Striking a better balance

Although the COVID-19 pandemic will remain a critical factor in 2022, the outlook for macroeconomic policy will likely be more crucial.

Global equities in 2022 and beyond

The sharp rebound in economic activity over the last year has been driven by the extraordinary amount of post-pandemic stimulus. The pace of economic growth is now slowing, and that’s because stimulus has faded.

The role of bonds in a low-yield environment

This paper from Vanguard explores how bonds act as shock absorbers for portfolios when equity markets are under stress.

Australian Ethical Sustainability Report for 2021

Australian Ethical has expanded its reporting to take a deeper look at its advocacy initiatives, climate action, alignment to the UN Sustainable Development Goals (SDGs), community support and people and culture highlights.

Five reasons to expect a cooling property market and falling prices in 2023

The main drivers behind the expected slowdown in Australian home prices are: worsening affordability; rising supply; rising rates; macro prudential tightening; and a rotation in spending away from housing. The main risk on the upside would be a fast return to pre-covid immigration.

The Long View: The Peak in Peaks

In the latest ‘Anatomy of  a Recession’ series, ClearBridge Investments says that as the global economy normalises, U.S. growth should weather the peak in peaks and remain above trend for the following 12 to 18 months.

The rise of the middle class in Asia

Asia is at an inflection point too important to ignore. It is already the world’s largest economic region and is forecast to deliver around two thirds of global growth over the next two decades.

The case for a strategic allocation to EMD in Australian portfolios

With equity valuations at all-time highs, fixed income yields at or near historic lows and volatility top of mind for investors, the emerging market debt (EMD) asset class may warrant a closer look for Australian investors.

Asset Allocation Committee Outlook 4Q 2021

The immediate hurdles that we believe investors need to clear include supply disruptions and rising input costs, tighter fiscal and monetary conditions, and threats to growth in China. But which markets do we favor when core government bond yields remain so low?

Fixed Income Investment Outlook 4Q 2021

A potential default in China and shifting policy in Europe have been key developments in an environment of volatility and higher yields. Investors should focus on reorienting portfolios in light of the 'two-way' investment environment that will likely emerge in 2022.

Martin Currie: Investing to improve lives

At Martin Currie our purpose is Investing to Improve Lives. Whether as stewards of our clients’ capital, as investors in equity markets or as members of our local and global communities, we never forget the responsibilities our work brings.

Investing under uncertain inflation

Important questions for investors during this spike in inflation: How long will higher inflation persist, how do you protect your portfolio from it and what do you do if central banks do a U-turn and try to control it?

Most viewed in recent weeks

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

Retirement is a risky business for most people

While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.

The challenges with building a dividend portfolio

Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.

How much do you need to retire?

Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.

Welcome to Firstlinks Edition 594 with weekend update

It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.

  • 16 January 2025

Reform overdue for family home CGT exemption

The capital gains tax main residence exemption is no longer 'fit for purpose', due to its inequities, inefficiency, and complexity. Here are several suggestions for adapting or curtailing the concession.

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