As interest rates creep north, advisers extoll the virtue of investing away from the family home and into a diversified suite of assets.
There are a range of factors that will determine the fees a member will pay. The difference could have a dramatic effect on the final balance of a retiree’s nest egg.
Funds have adapted to the test’s metrics, but the consequent risk aversion could put the industry in “limp mode” and curb performance.
Listed infrastructure companies provide a powerful hedge against inflation.
Morningstar has released a research paper citing how “abysmal” Australia’s portfolio holdings disclosure requirements are for superannuation funds.
The Australian dollar could fall to US65 cents by the year’s end as higher interest rates in the US and capital inflows push the US dollar higher.
Research houses and Chant West and SuperRatings have released lists of the top performing superannuation funds for 2021-22, and leading both lists is Hostplus’ Balanced fund.
As fixed mortgages expire in Australia, households will be hit by higher interest costs on variable mortgages which will threaten consumer spending and economic growth, according to new research.
Advancing technologies, the explosion of ‘big data’ and greater regulation are changing the shape of financial advisers in the investment industry,
While share prices have fallen this year, Australian companies remain well-cashed-up and profits sit at record highs, which will help to drive gains next year, according to the research house.