Giselle Roux

2 months ago | ioandc.com | Emanuel Datt |David Chaplin |Giselle Roux

The power of in-depth, fundamental research into companies and broader sectors and trends to generate alpha remains a compelling argument for active investment strategies.

Mar 14, 2025 | ioandc.com | Rob Prugue |David Chaplin |Giselle Roux

The employer-employee split worked well when not-for-profit funds were in their infancy. Today, in an era of member choice and the growing demands of retiree members, it’s a model that fails to cut the mustard.

Mar 7, 2025 | ioandc.com | Penny Pryor |David Chaplin |Giselle Roux

The ratings house is pinning its growth strategy on a revamped methodology that increases the emphasis on governance to 25 per cent – a timely move considering APRA’s proposed reforms.

Feb 27, 2025 | ioandc.com | Nicholas Way |David Chaplin |Giselle Roux

While equities came out of the blocks like Usain Bolt in January, propelled by strong domestic and international share markets, a White House committed to tariffs and slowing interest rate cuts could still derail investment returns in 2025.

Feb 27, 2025 | ioandc.com | Duncan Hughes |David Chaplin |Giselle Roux

The wealth transfer from Baby Boomers to their offspring, which is in full swing, has got the taxman’s full attention, especially as it pertains to capital gains payments, trust structures and potential breaches of the Tax Act’s Division 7A.