June 25, 2021

June 25, 2021 | Adviser News


Market Update webinar with Celeste Funds Management

 

Notwithstanding current outbreaks, economic recovery expectations continue to improve as the pace of the Covid-19 vaccine rollout accelerates. But firming growth expectations have been accompanied by rising Sovereign bond yields. Will this derail equity markets or will accommodative fiscal and monetary policy, improving employment and rising vaccination rates continue to support markets through 2021?

In this webinar update from Celeste Funds Management, our strategic investment partner, and manager of the Celeste Australian Small Companies Fund, hear from Portfolio Managers Paul Biddle and Martin Byers as they:

  • Provide an update on Australian small caps and recent market performance
  • Discuss ongoing domestic spending strength and the implications for earnings confidence.
  • Give an overview of high conviction ideas and current portfolio positioning

Watch now

_ZONE adviser education

We are using our _ZONE adviser education portal for this webinar. If you have not yet registered for _ZONE you will be directed to do so before you can then register for the webinar. It's a quick process which sets you up with access to hours of CPD accredited learning options that you can tailor to your needs.

NB: The portfolio holdings mentioned in the webinar were accurate at the time of recording in May 2021. Please note the holding in Nuix has since been sold.

 

 

June 25, 2021

Playing an important role in our industry

I’m always amazed at the awesome work our underwriting, claims and rehabilitation teams do year-round. It’s only fitting to see them recognised at the 2021 ALUCA Life Insurance Excellence Awards.

June 02, 2021

Vaccine equity – join the race to end COVID-19

It’s a sobering fact that while countries like Australia have been able to secure millions of doses of COVID-19 vaccine, people in developing countries – including the most vulnerable and hardest to reach populations – are likely to go without. Vaccine equity is one of the biggest humanitarian needs linked to the pandemic.

June 25, 2021

Important reminder about claiming a tax deduction on personal contributions

For clients with a policy within super, we will be issuing a notice of intent to claim a tax deduction form in late July should members wish to claim a tax deduction on eligible personal contributions made to the Fund in the current financial year. This form is also available by contacting the Zurich Insurance Only Superannuation Plan (the Plan) at any time on (03) 9621 7275 or zurich.enquiries@iasas.com.au, or from the ATO website.

October 04, 2021

Weekly Market Update

Weekly Macro & Markets View