PDsessions - What's New for July
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July PDsessions packs a punch with plenty of insightful commentary. Is gearing in for a bumpy ride? Well that really depends on who you ask. Gearing strategies have proven to be increasingly popular in the strong bull market of recent years. But, some in the financial sector are questioning whether the outlook for gearing will continue to be rosy in today’s bear market. In this report Macquarie’s Peter van der Westhuyzen, Andrew Biviano from Fiducian Portfolio Services Limited and Robert Simon ipac examine what some of the risks are in gearing and how to minimise them.
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Protection: A capital idea? Two words are sounding increasingly attractive with markets as they are: Capital protection. Derivatives specialists David Jones Prichard from JPMorgan, Andy Davies from Deustche and Geoff Watkins from Adviser Edge discuss tips and traps for the most common types of protection. Successful succession planning. Features analysis of buy/sell agreements with Clarkekann’s Andrew Williams and Chris Tsovolos from Bartier Perry. ESG factors in the fund. Do environmental, social and corporate governance factors have an impact on fund performance – or is it all touchy feely ethical investing territory? SRI experts Amanda McCluskey from Colonial First State and Nathan Fabian from Regnan discuss the practical ramifications of funds signing on to the UN principles for responsible investment and some of the issues around company reporting of ESG factors. Economic update. We examine the inflationary pressures facing Australia. While the global economic slowdown is underway, international comparisons suggest Australia’s inflation is higher and rising more steeply than the average of the G7 economies excluding Japan. Both ANZ Macro Economist Warren Hogan and Access Economics’ Principal Economist Nicki Hutley present their views on the challenges ahead. Enjoy this month's Feature! |
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