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CPD: The bank of Mum and DadIt’s a recent addition to the lexicon, but this phrase has become widely used and is one that a growing...
CPD: Back to the future: the return of the ‘old normal’Grant Samuel Funds Management’s latest recruit, Advisor Stephen Miller, reflects on the recent volatility in the equity and bond markets...
CPD: Going up - what high inflation means for listed real estateMarkets were roiled in February as investors worried that higher wages will lead to accelerating inflation. Bond yields acted accordingly....
CPD: Plan for the bestAustralians are living longer but many are failing to plan for it, new research from National Seniors Australia shows. The...
CPD: The insatiable need for global infrastructure investmentIntroduction Infrastructure investment across the globe is set to grow strongly over coming decades. We believe that growth will, by...
Managers Corner
Financial advisers seek growth post February volatility
Financial advisers have refocused their recommendations and research on growth strategies following market volatility in February with property, infrastructure and multi-asset strategies particularly in favour. The renewed focus on growth options follows a dash for cash in the first weeks of February after global markets dropped. These are just some of ...
The popular choice for new SMSFs: A corporate trustee
A fundamental question for intending SMSF members is whether to have a corporate trustee or individual trustees for their new fund. More than 80 per cent of new SMSFs established in 2016-17 had a corporate trustee whereas 57 per cent of all SMSFs had a corporate trustee as at June last ...
The beauty of a benchmark unaware approach
Investors in Australian equities are often reminded of the concentration risk of the Australian market, with the Big Four banks and resources companies accounting for a large proportion of the market. If we look at the composition of the S&P/ASX 20 Index as at 1 January 2018, 9 companies in the ...
Investment stewardship for positive societal impact
In recent years, the growth of investor interest in sustainable investing has been remarkable. Calvert has produced a research paper (in collaboration with George Serafeim, Jakurski Family Associate Professor of Business Administration, Harvard Business School) on environmental, social and governance (ESG) titled Investment Stewardship for Positive Societal Impact which shows that by ...
Australian Equities: expectations for the year ahead
What lessons have you learned from 2017? Markets have grinded higher in 2017: volatility is low and the performance and correlation of high volatility stocks and low volatility stocks has been almost identical. There have been a handful of stocks that have performed strongly to the upside or downside, but the ...
