As we enter 2023, long term (including lifetime) annuity strategies are a lot more attractive than they were a year ago, assisted by rapid interest rate rises in 2022. Many retirees are now seeking advice on annuity strategies. We’re finding that whilst most Australians are familiar with the concept, they need advice on how an […]
Read MoreOctober 2022 Federal Budget Update
Treasurer Jim Chalmers delivered his first budget on Tuesday night. The first budget for a new Government is a time to establish its economic credentials. The key points are as follows: A more serious approach to climate issues Another mining revenue windfall and the offsetting of new spending with savings has resulted in sharply […]
Read MoreBeyond Juukan Gorge – Uranium, Troglodyte Extinction & Cultural Cringe, with Kado Muir
What are cave dwelling Troglodytes? Is it a coincidence that places of cultural significance often seem to be in resource rich areas, for example the planned Yeelirrie Uranium mine? Why should your Financial Adviser be aware of these issues? Join us for this special Ethical Investment Week 2022 interview with Kado Muir. It’s a year […]
Read MoreAligning Profit with Purpose – Investing for a Better Future with Damian Cottier
Damian Cottier, Portfolio Manager of the Perennial Better Future Trust (IMPQ), says that Sustainable Investing is about more than just avoiding ‘Sin’ stocks. It’s about exploring what truly constitutes a truly sustainable investment and ensuring there is a strong alignment between profit and purpose. It’s also about allowing investors access to the transition to a […]
Read MoreHospital Robots, Steam Technology & Automated Driving – Creating Positive Impact with Victoria MacLean from WHEB
WHEB Asset Management is not really a household name here in Australia, and nor are many of the companies that they invest in. Yet for many years, the WHEB team has made it their mission to invest with a focus on creating positive impact, which they have done successfully. Their 2021 impact report has just […]
Read MoreTaking over a million cars off the road – ESG Global Bonds with PIMCO’s Tina Adatia
PIMCO (Pacific Investment Management Company, LLC) is one of the largest fund managers in the world, managing more than $2 trillion (USD) in assets for investors and focusing on active fixed income management. In this interview I discuss PIMCO’s ESG Global Bond fund with Tina Adatia, executive vice president and product strategist in PIMCO’s London […]
Read MoreThe Rich Greenie – Unleashing your power as a consumer, finding work/life balance….and travel!
In this episode I interview the author of a book called ‘The Rich Greenie, financial strategies for living well while saving the planet’. Stuart Barry is the owner and Senior Adviser at Tas Ethical, a Hobart firm which is part of our Ethical Investment Advisers licensee group. Stuart has almost 40 years experience in the […]
Read MoreLeaf Ratings – Eradicating Green (& Rainbow!) Washing
Have you ever wondered about super and investment funds that claim to be ethical or sustainable, but you suspect they might not be true to label? In today’s episode I talk with Chris Lang about Leaf Ratings, which aim to eradicate green (& ‘rainbow’) washing! You can find the web page at www.leafratings.org. Leaf Ratings […]
Read More
