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Managers Corner

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 ...

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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 ...

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tree arranged as a green graph on green background / csr / sustainable development / corporate social responsibility

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 ...

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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 ...

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Asset class review: thoughts on what markets are telling us and how to position a multi-asset portfolio

Political uncertainty is looming over financial markets. The spectre of further events on the Korean peninsula, the threat of a US debt crisis, and the ongoing Brexit negotiations all present significant challenges for investors. However, markets have generally performed well year-to-date on the back of strong economic growth and low ...

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The retiree and the 100-year storm - The impact of tail events on financial outcomes

Introduction Two years ago, the Chinese stockmarket was nearing the end of a mini-meltdown during which the Shanghai Composite shed more than 40% of its value in two months. This event, plus the US Federal Reserve’s decision to commence tightening later in 2015, contributed to a near 20% fall in the ...

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