WEALTH

INSIGHTS, TRENDS AND CASE STUDIES

Impact investing (sometimes also referred to as mission-related investing) is an investment strategy where an investor proactively makes investments that can generate both financial returns, as well as intentional social or environmental returns for the community.

We review March conditions and recommend overweight exposure in cash and alternative assets, with underweight positions in fixed interest, property and Australian equities, while keeping neutral exposure to international equities.

Get the latest monthly update on housing market conditions around Australia.

Now is the time to consider what action to take.

Did you know that not all investors are eligible to claim the franking credits? There are a number of strategies investors may look to utilise to limit their exposure to a fall in the share price of their chosen stock, while remaining eligible to receive the franking credits.

Research continues to show that companies with gender diversity in their leadership teams deliver better financial results. A new product from NAB – and Australia’s very first ‘social bond’ – allows investors to put their money where their mouth is and finally invest in gender-inclusive organisations.

We review February conditions and recommend overweight exposure in cash and alternative assets, with underweight positions in fixed interest, property and Australian equities, while keeping neutral exposure to international equities.

Private equity has made headlines in Australia over the past year or two, but for many of the wrong reasons. The demise of Dick Smith Holdings was a high profile collapse that impacted many shareholders and retail customers, and a lot of blame has been pointed at the private equity fund manager who floated the business.

Get the latest monthly update on housing market conditions around Australia.

Get the latest monthly update on housing market conditions around Australia.

By state, confidence has improved in VIC and QLD relative to the last survey, but this was offset by much weaker confidence in SA/NT and a small fall in NSW

The key views of NAB and BNZ’s economists and strategists

Steve Lambert, EGM Capital Financing, explains, innovation and volatility again dominated 2016. Markets were challenged by social, political and economic events which brought about new opportunities for our customers. We delivered insights and solutions to help them face into the increasing environment of disruption and regulation.

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