MM Newsletter
  05 July, 2021
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Latest News
Money Management Original
Growth mindset neglected by advice firms
The biggest challenge facing the advice industry is getting out of the ‘siege mentality’ brought on by reforms and failing to look towards growth, an advisory firm believes.
Money Management Original
The four factors leading to LICs trading at a discount
While Wilson Asset Management is seeking mispricing opportunities in the listed investment company space, this does not necessarily mean those selected are underperforming.
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Reimagining buildings on the journey to net zero
Approximately one third of all global carbon emissions come from the real estate sector. First Sentier Investors Head of Global Property Securities, Stephen Hayes, highlights the opportunity set for investors in the coming decade.
Money Management Original
Evergreen to launch ESG rating site
It aims to be the most comprehensive environmental, social and governance rating index on the market, which will help advisers better navigate responsible investment options.
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Industry News
Macro unlikely to get much better
While interest rates remain manageable and rich valuations are not seen as reason to sell, adding money in some parts of the market does not seem attractive, according to AXA Investment Managers.
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Macro perspectives: growth, rates and inflation
While a fiscally fueled expansion looks likely this year, it's uneven across regions. Our specialist investment teams weigh in on the implications across global markets.
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Industry News
Asian small caps offer best growth opportunities
With Australian and US markets at all-time highs, Asian small caps offer the best growth opportunities, according to Wattle Partners.
Industry News
Redpoint expands with two appointments
Redpoint Investment Management has appointed Nick Ying as portfolio trader and Tao Chen as quant developer.
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Industry News
ASIC releases adviser feedback on affordable advice
The corporate regulator’s consultation found that limited advice is too costly to provide and there is a lack of demand for digital advice.
Industry News
Westpac to remediate $87m to advice customers
The big four bank will remediate customers of its financial advice business for failure to notify them of corporate actions between 2005 to 2019.
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Editorial
Money Management Original
FASEA exam extension a sensible move by Govt
While the extension provides some leeway for advisers who have not passed the Financial Adviser Standards and Ethics Authority exam this year, clarity is needed on whether advisers will still be able to practice next year.
InFocus
Money Management Original
InFocus: Climbing up the ranks
Oksana Patron writes how recent acquisitions position former mid-tier financial planning groups higher up the ranks in terms of financial adviser numbers.
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