Emergency services workers and pharmacists are perceived as the most ethical professions in Australia, and real estate agents the least ethical, the Governance Institute found in its annual ethics check. It also noted a stark rise in the importance of ethics among Australians.
The best Asian private equity funds often outperform their developed-market counterparts, with less underlying leverage and more growth potential. Several structural tailwinds also support opportunities for the right PE strategies in Asian markets, says Morgan Stanley.
The third annual Your Future Your Super performance test saw just one MySuper product fail, while 12 per cent of trustee-directed products failed in their first year subject to the test. The results follow a report showing superannuation assets jumped in value since June 2022.
With recessionary fears still dominating the outlook, investors looking to dip their toes into private credit should consider senior secured loans, which offer compelling relative value and added risk mitigation, Invesco said.
These long-term managed investments allow for tax-free withdrawals after 10 years and, unlike with superannuation, there is no limit on the initial investment. And they’re more than just a tax play.
While she acknowledged some in the industry may be resistant to expanding the scope of who can provide advice, the principal architect of the Quality of Advice Review urged support for its adoption, saying her recommendations are good for advisers and, most importantly, for consumers.
The steepest rate-hiking program in history has largely done its job, but softening inflation may not translate to an immediate pivot on official rates as cautious central banks seek a comfortable buffer, says Neuberger Berman.
Absolute-return bond strategies should perform even in down markets, but a Morningstar report shows most failed to meet their own performance targets in a rocky 2022. However, as an alternative to traditional fixed income, these strategies still provide the defensive correlation, the research firm argues.
The global transition away from fossil fuels will require a massive reallocation of capital, and with the technology driving it now more cost-effective than ever, companies and investors that seize climate-related opportunities will be best placed to reap the benefits, according to recent MSCI research.
The new fund will aim to cater to Australian investors’ appetite for conservative private credit strategies, while providing low correlation to equity markets and traditional fixed income.
