Australian equity capital markets could be better used to generate wealth and opportunities for all Public capital markets remain the primary forum to raise capital, provide liquidity and price transparency for companies and investors. They are a vital ingredient in the chemistry of a modern integrated economy, playing a critical role in moving ideas beyond the start-up crucible to the furnace of capital markets which drive economic growth.
Is your client’s portfolio designed to weather the new geopolitical era? The difference between risk and uncertainty might sound subtle but it is not. Risk relates to things we can quantify based on a reasonable data sample size, whereas uncertainty is about things that cannot be quantified. Geopolitical events are inherently about uncertainty and have a wide range of unknown outcomes.
The Direct Indexing opportunity has now reached Australian shores From the introduction of the ‘modern’ mutual fund in the 1920’s, to the first index fund in the 1970’s, investing innovations born in North America often point to the next evolution of investing for Australia. The pattern has continued with Exchange Traded Funds and Separately Managed Accounts exploding. Today in the USA, the fastest growing financial product is Direct Indexing, the benefits of which can now be accessed by Australian investors.
Super snippets: Review super changes at start of new financial year
With 30 June now in the rear-view mirror, most people will be taking a breather and filing away the end-of-financial-year to-do list until March or April next year, but for superannuation the start of a new financial year is a time to take stock as some thresholds, limits and caps increase.
