1. 2019 Markets Summit - my key take outs

    My key takeout was that perhaps markets entered an inflection point through 2018 and, accordingly (if they haven't already), investors need to think about how they position portfolios.

    Stephen Miller | 13-03-19 | More
  2. Imputation refunds have to go?

    The idea that imputation refunds are an unfair, expensive rort is gaining acceptance in the community. The Labor proposal is not fair, nor much of a revenue earner. It's not even nuts. It is just wrong.

    Tim Farrelly | 12-03-19 | 5 comments | More
  3. IMAC: Managing Currency in Portfolios

    This lecture instructs IMAC candidates on the drivers of currencies in the short and long term and different approaches to currency risk management for portfolios.

    Tim Farrelly | 26-02-19 | More
  4. Managing currency exposures

    Australian investors have a different perspective on foreign currency to investors elsewhere in the world, and this should be reflected in how local portfolios are built.

    State Street Global Advisors | 01-02-19 | 1.00 CE | More