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CPD: Ten most important charts for fixed income investorsSince the end of the Global Financial Crisis (GFC) there has been eight years of ‘sunny skies’ – however, with...
CPD: Five steps to create a niche marketFive steps to create a niche market No business can be all things to all people, especially when that business...
CPD: When bits meet atomsIn this third of a three-part series penned by Epoch Investment Partners, the ‘tech is the new macro’ theme is...
CPD: Changing the shape of retirementUsing prospect theory to align retirement design with real world outcomes Introduction Most people are aware that buying lottery tickets...
CPD: Value beyond the PE multipleMost investors think of a company’s PE multiple as defining its value. A stock on a PE multiple of 12x...
Managers Corner
Growth Farms offers investors a slice of Australian farmland
Specialist agricultural asset manager Growth Farms Australia has launched an innovative investment trust, the Australian Agricultural Lease Fund, that will buy agricultural land and lease it to primary producers. Farm leasing is a well-established model in the US and other markets, and Growth Farms Australia believes it has strong potential in ...
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 ...
