SIAA Monthly – August 2024

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FEATURE ARTICLES

• Biden out, Harris in? Markets reassess the US presidential race – and the ‘Trump Trade’
  In a less than surprising move, United States President Joe Biden last month announced he will not seek reelection in 2024 and threw his support behind Vice President Kamala Harris to become the Democratic Party nominee. 
• Pockets of opportunity in small caps
  For but a brief period of time small caps showed their potential, but potential there is. 
• Redefining wholesale investors in Australia
  The government’s indicated timeline of ‘early 2024’ for Treasury to deliver findings on the review of the regulatory framework for managed investment schemes has passed. 
• Delivering Better Financial Outcomes: Important changes
  The Treasury Laws Amendment (Delivering Better Financial Outcomes and other measures) Act 2024 implements some important changes that are aimed at reducing red tape for advice providers. 
• Whatever happened to the US recession?
  Rewind the clock 18 months to the end of 2022. Equity markets were down around 20 per cent over the preceding 12 months (though the drawdowns from peak to trough were much larger), and all the fears were around a US recession. 
• Australia’s equity markets receive a clean bill of health
  It’s official – Australia continues to be one of the cleanest equity markets in the world compared to its international peers. 
• Your piece of Australia’s next success stories
  Venture capital and growth equity capital funds have been foundational elements in the portfolios of superannuation funds and institutional investors for many years. 
• Super snippets: Last-minute super chaos