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Strategy

Funds / Markets / Strategy / Super

Navigating Uncertainty in Retirement

February 23, 2022February 22, 2022 - by Fidelity International

With legislation expected to make its way through Federal Parliament by July, there is a strong focus on creating a better framework to meet the financial needs of Australians during retirement.

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Economics / Funds / Interest Rates / Markets / Shane Oliver / Strategy

Correction Time? Seven Things Investors Need to Keep in Mind

September 24, 2021September 24, 2021 - by Shane Oliver

AMP’s Dr Shane Oliver suggests seven key things for investors to bear in mind in light of the recent pull back in investment markets and renewed uncertainty regarding the outlook.

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Currencies / Economics / Funds / Markets / Shane Oliver / Strategy

Five Reasons Why the $A is Likely to Resume its Upswing

September 17, 2021September 17, 2021 - by Shane Oliver

Since its February high the $A has fallen on the back of global growth concerns, a slowdown in China and the Delta outbreak in Australia. AMP Capital’s Shane Oliver thinks it is due for a turnaround.

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Markets / Strategy

Major Changes to Income Protection Cover

September 10, 2021September 10, 2021 - by Norman Howe

From 1 October 2021, major changes will be implemented by APRA throughout Australia that will impact your income protection, regardless of your insurance provider. Norman Howe from Strat X has all the details.

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Funds / Markets / Strategy / Super

Investing in Retirement

September 3, 2021September 3, 2021 - by Magellan Asset Management

On the back of the launch of Magellan’s new FuturePay fund, Brett Cairns and Paddy McCrudden discuss many of the difficulties investors face when considering investments in retirement and what drives them.

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Economics / Funds / Interest Rates / Markets / Shane Oliver / Strategy

Five Reasons for Optimism Amid the Coronavirus Havoc

July 30, 2021July 30, 2021 - by Shane Oliver

With Covid’s rampant delta variant seemingly taking hold across the globe, things seem pretty grim again. But, argues AMP Capital’s Shane Oliver, there are some reasons for optimism among the gloom.

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Economics / Funds / Interest Rates / Markets / Shane Oliver / Strategy

Seven Key Charts for Investors to Watch – Where Are They Now?

July 23, 2021July 23, 2021 - by Shane Oliver

AMP Capital’s Shane Oliver revisits seven charts he highlighted in January for investors to watch as being critical to the investment outlook this year. Put simply, where are they now?

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Etfs / Funds / Markets / Strategy

Avoid Tax-time Dinosaurs

July 22, 2021 - by VanEck Investments

While a very high dividend from a listed company may be good news, because it would represent significantly increased profits, ETFs and other managed funds don’t work like that.

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Markets / Property / Strategy / Super

7 Tips for Successful Farm Succession Planning

July 22, 2021 - by Preston Foster

Succession planning for the family farm can be highly complex and emotional. Preston Foster from Apt Wealth Management has seven tips to make the process less so.

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ESG / Funds / Markets / Strategy

What Actually is Sustainable Investing?

July 21, 2021 - by Schroders

People want to know now, more than ever, how their investments affect the environment and society. But how can advice practices service this growing demand and leverage the huge opportunity that it presents?

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Economics / Funds / Interest Rates / Markets / Shane Oliver / Strategy

Five Ways to Turn Down the Noise and Stay Focused as an Investor

July 16, 2021July 16, 2021 - by Shane Oliver

With so much information constantly at our disposal, oftentimes too much news is bad news. AMP Chief Economist Shane Oliver has some tips on how to quieten things down and stay focused on what’s important.

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Economics / Funds / Interest Rates / Markets / Shane Oliver / Strategy

Expect More Modest but Still Good Returns This Financial Year

July 9, 2021July 9, 2021 - by Shane Oliver

In his regular column, AMP Capital’s Shane Oliver explains why he believes that returns from a well-diversified portfolio are likely to be slower but still solid over the next 12 months.

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Markets / Strategy / Super

Five Important SMSF and Super Changes

July 5, 2021July 5, 2021 - by Norman Howe

July 1 has ushered in some important changes to Superannuation rules and regulations. Norman Howe from Strat X Advisory gives a rundown of what they are and how they affect you.

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Economics / Funds / Interest Rates / Markets / Shane Oliver / Strategy

The Never-Ending Coronavirus Pandemic

July 2, 2021July 2, 2021 - by Shane Oliver

As Covid lockdowns across Australia leave us feeling vulnerable once again, AMP Capital’s Shane Oliver has a look at their short- and long-term economic implications.

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Economics / Fixed Interest / Funds / Interest Rates / Markets / Shane Oliver / Strategy

Central Banks Heading Towards the Easing Exits

June 25, 2021June 25, 2021 - by Shane Oliver

In his regular Insights column, AMP Capital Chief Economist Dr Shane Oliver posits 5 reasons why the Fed’s hawkish tone this week shouldn’t cause you to lose too much sleep.

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Economics / Fixed Interest / Funds / Interest Rates / Markets / Shane Oliver / Strategy

Inflation – Why it Matters for Investment Markets

June 11, 2021June 11, 2021 - by Shane Oliver

In his regular Insights column, AMP Capital Chief Economist Dr Shane Oliver follows up his earlier Inflation Q & A article with another look at the metric that seems to be haunting markets at the moment.

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Funds / Markets / Strategy

Six Saving Tips to Help You Achieve Your Financial Goals

June 4, 2021June 4, 2021 - by Trilogy Funds

Learning how to save money is an essential skill, but not everyone knows how to save effectively. Here are Trilogy Funds’ six top saving tips to consider.

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Economics / Fixed Interest / Interest Rates / Markets / Shane Oliver / Strategy

Seven Reasons for Optimism on Australian Growth

June 4, 2021June 4, 2021 - by Shane Oliver

In his regular Insights column, AMP Capital Chief Economist Dr Shane Oliver breaks down this week’s GDP report and shares his thoughts on the outlook for Australian growth.

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Economics / Fixed Interest / Funds / Interest Rates / Markets / Shane Oliver / Strategy

Should We Be Worried about Higher Inflation?

May 28, 2021May 28, 2021 - by Shane Oliver

In his weekly Insights column, Dr Shane Oliver from AMP Capital gives an in-depth analysis on inflation, what is driving the recent jump, and what the risks are for investment markets.

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Funds / Markets / Strategy

The Overlooked Art of Good Governance

May 27, 2021 - by Neil Rogan

Does your Outsourced CIO fit within your governance structure and able to offer the governance you need? It is a vitally important, yet often overlooked element in the development and maintenance of enduring and resilient investment programmes.

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Economics / Fixed Interest / Funds / Interest Rates / Markets / Shane Oliver / Strategy

Spending the Growth Windfall to Further Grow the Economy Towards Full Employment

May 14, 2021May 14, 2021 - by Shane Oliver

In his weekly Insights column, Dr Shane Oliver from AMP Capital breaks down this week’s Budget, the key measures it contains, and their implications for Australian assets.

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Strategy

How to Achieve Customisation that Also Meets Your Fee Budget

May 12, 2021 - by Neil Rogan

Getting the right customisation/outsourced solution that also meets your fee budget can be tricky, so here are a few important things to consider.

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Currencies / Economics / Fixed Interest / Funds / Interest Rates / Markets / Shane Oliver / Strategy

The Return of Geopolitical Risk? What to Watch over the Remainder of 2021

May 7, 2021May 12, 2021 - by Shane Oliver

In his weekly Insights column, Dr Shane Oliver from AMP Capital considers the re-emergence of geopolitical risk and what to look for over the rest of the year.

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Funds / Markets / Property / Strategy

Four Real Estate Trends to Watch as Economies Reopen

April 26, 2021April 27, 2021 - by Fidelity International

After a tumultuous 2020, the investment team at Fidelity International has identified four main trends that will drive real estate this year and in the decade to come.

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Economics / Funds / Markets / Property / Shane Oliver / Strategy

Three Reasons Why the Long-Term Bull Market in Australian House Prices May Be Getting Close to the End

April 23, 2021April 23, 2021 - by Shane Oliver

In his weekly Insights column, AMP Capital’s Dr Shane Oliver goes deep into the resurgent Australian property market and why he believes the good times may soon be at an end.

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Markets / Strategy

What is Outsourced CIO?

March 31, 2021 - by Neil Rogan

Outsourced CIO stands for outsourced chief investment officer, or, more broadly, outsourced investment management. The term refers to the full or partial outsourcing of an organisation’s investment function to a third party.

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Markets / Shane Oliver / Strategy

Market Outlook Q&A: Global recovery and other issues

March 30, 2021March 30, 2021 - by Shane Oliver

In this week’s Insights column, AMP Capital’s Shane Oliver covers in a simple Q&A format the main questions investors commonly have regarding the investment outlook.

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Markets / Strategy / Super

Cutting the Cost of Your Super Life Insurance

March 29, 2021April 1, 2021 - by Norman Howe

If you are one of the more than 70% of working Australians who have life insurance inside super and use super savings to pay insurance premiums, here is a sure-fire way to save 20% (or even more) on the cost of doing so.

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Strategy

Understanding Group vs Retail Life Insurance

March 16, 2021March 16, 2021 - by Jack Standing

Life insurance is a vital part of protecting your investments and preparing for the future. Here’s a guide to the different coverage options available and some insights as to which type suits which person.

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Funds / Markets / Strategy

Investing for Income in the Sharemarket

March 16, 2021March 16, 2021 - by Anton Tagliaferro

The evolving economic environment means that it’s more important than ever for investors to ensure that the income they aim to generate from the sharemarket is based on a sound foundation.

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Funds / Markets / Strategy

How to Practically Incorporate More ESG into your Portfolio

March 15, 2021March 15, 2021 - by Neil Rogan

Many investors understand the why and what of incorporating ESG principles into their investment portfolios. Here are some tips on how to do so.

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Markets / Strategy

It’s Life Insurance, Jim, but not as We Know it

March 9, 2021March 10, 2021 - by Glenn Dyer

APRA has warned that millions of members of superannuation funds face a possible ’substantial’ lift in premiums because of the worsening financial health of the life insurance sector.

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Funds / Markets / Strategy

Building a More AGILE Advice Business

March 3, 2021March 3, 2021 - by Russell Investments

If there was one thing we have learned from 2020, we can change our habits and behaviours more than we previously believed. Bronwyn Yates from Russell Investments explains how.

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Strategy

Understanding the Difference Between an MDA, SMA and IMA

February 23, 2021February 23, 2021 - by Jack Standing

Managed discretionary accounts (MDAs), separately managed accounts (SMAs) and individually managed accounts (IMAs) are all managed investment vehicles with some similarities but plenty of differences.

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Economics / Fixed Interest / Markets / Property / Shane Oliver / Strategy

Seven Things to Bear in Mind about the Australian Property Market

February 19, 2021February 18, 2021 - by Shane Oliver

Australian house prices are on the upswing again. In this week’s Insight’s column, AMP Capital’s Shane Oliver presents seven things to keep in mind when dealing in this trickiest of areas.

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Funds / Markets / Strategy / Super

Fears and Expectations

February 19, 2021February 18, 2021 - by Fidelity International

There are a range of financial, emotional and psychological fears that are often linked to retirement – for good reason. Richard Dinham from Fidelity International explains what they are and how to deal with them.

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Markets / Strategy / Super

Beware the Hidden Risks with Zero Brokerage Platforms

February 19, 2021 - by Marketech Focus

One of the most critical issues for the growing army of individual share traders is to ensure that their trading platform works in their favour, not against them. Travis Clark from Marketech Focus tells us more.

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Funds / Markets / Strategy

When Being an Active Shareholder Can Make a Difference

February 17, 2021February 17, 2021 - by Anton Tagliaferro

These are some reasons why, as a shareholder, we at Investors Mutual agitate for change on a wide range of company issues fundamental to growing shareholder wealth.

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Strategy / Super

Estate Planning: Top 5 things you need to know now

February 16, 2021February 18, 2021 - by Norman Howe

Planning for one’s own demise is as confronting as it is necessary. Here are some pointers on how to make it less of an ordeal; for you, and your loved ones.

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Funds / Markets / Shane Oliver / Strategy

Nine Common Mistakes Investors Make

February 12, 2021February 11, 2021 - by Shane Oliver

In this week’s Insights column, AMP’s Shane Oliver argues that many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong.

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  • Beijing Looks Set to Extend NEV Subsidies
  • Biotech, Down but Absolutely Not Out
  • The Week that Was – June 20-24, 2022
  • The Plunge in Shares & Flow on to Super
  • Tough Week for Some Local Gold Producers
  • Fear of Hanging On and Quasimodo’s Dream
  • TPG – Macquarie rates the stock as Outperform
  • MTS – UBS rates the stock as Buy

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4Q reveals more focus on profit and cash flow

• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.

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    Signs MOU with Ford Company – Kachi is now sold out!

    Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded.

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      Strategic Vanadium-battery growth with Titanium & Iron earnings resiliency

      TNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines.

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        Promising exploration and development update while SOP prices continue to rise

        Two recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell.

        TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade.

        Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn.

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          Biopharmas Hit, but Buying Opportunities Created

          The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

          Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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            Biopharmas Hit, but Buying Opportunities Created

            The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

            Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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              Coal prices up, debt down – It’s payback time

              Strong 1H22 but the real story unfolds in 2H22.

              TerraCom made two announcements to the ASX on the 28th February – the first was their 2021 Half Year 2021 result which indicated that TER continues to report strong operating metrics as well as enjoying buoyant thermal coal markets which is allowing them to pay down debt at an accelerated pace.

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                Hitting goals – Making four material announcements

                We initiated on Magnis Energy Technologies (MNS.ASX) in December 2021 and since then, MNS has made four material announcements. Firstly; a conditional offtake contract for 600,000t of graphite concentrate from the Tanzanian Nachu Project (net 100%) was signed with Traxys, a global
                commodities merchant with annual revenue of ~US$6Bn; secondly; semi autonomous production has started at battery gigafactory iM3NY, thirdly;
                exciting Extra Fast Charge battery tests were reported and most recently, the game changing launch of the Lithium Slim Energy Reserve battery platform, which supports C4V’s growing EFC capability.

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                  Increasing our Target

                  Despite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics.

                  We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d.

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                    Emerging Financial Wealth Advisory Group

                    WT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand.

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                      Immutep Taking the Fight to Cancer

                      In May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti).

                      This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20.

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                        Phillips 66 to acquire 16% in NVX – 12-month target price rises 7% through project de-risking

                        Phillips 66 (PSX) has entered into an agreement with NVX to acquire 77.9m new shares for US$150m (A$203m). PSX is the worlds largest producer of speciality petroleum coke a precursor for battery grade synthetic graphite anode materials found with an Enterprise Value of US$47.5Bn and assets of US$57Bn.

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                          Market leading lifelong learning platform technology company in Australia and SE Asia

                          PayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion.

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                            Market leading lifelong learning platform technology company in Australia and SE Asia

                            OpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia.

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