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Research House Ratings & Platform Updates
Lockdowns Out, Inflationary Pressures In?
With interest rates pegged at near zero for the foreseeable future in Australia, and if the central bank is seeing economic indicators that warrant reducing quantitative easing, then maybe we are going to start seeing inflation. This repricing could see an increased appetite form the market for floating rate coupons rather than fixed.
From Crisis Cause to Crisis Cushion
The Role of Floating Rate Notes in the Current Environment
ESG in Index Investing: Deconstructing Five Myths
What Investors Can Learn from 2021’s Most Popular Equity Trades
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* Zenith: The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (SST0057AU: Nov 2020 SST4725AU: June 2021) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines
** Lonsec: The Lonsec Ratings (assigned as follows: (SST0057AU Feb 2021, SST4725AU Oct 2020) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold State Street Global Advisor products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings