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CPD: Global themes in a tech driven worldIn a recent series of presentations to advisers in Australia, industry veteran Epoch’s CEO and co-CIO Bill Priest, discussed the...
CPD: The many diversification benefits of global equitiesMost investors understand the basics of diversification, or at least understand the adage ‘don’t put all your eggs in one...
CPD: Listed investment trusts – a listed growth storyLed by exchange traded funds (ETFs), listed investments have experienced significant growth over the last decade, a period which coincides...
CPD: The changing face of demographics and why economies should careSummary In 2011 a dramatic shift occurred throughout the developed world — working age populations began a multi-decade decline. Demographic...
CPD: Long/short investing – a true conviction strategyA long/short equity strategy, as the name suggests, holds both long and short equity positions in its portfolio. In recent...
Managers Corner
Aberdeen Standard Investments announces partnership with The Australian National University, reflecting strength in ESG integration
Aberdeen Standard Investments has announced a new partnership with The Australian National University (ANU), in which they will manage an Australian Fixed Income strategy with an emphasis on ESG. ANU Endowment Fund has selected Aberdeen Standard Investments to manage a strategy that invests in active Australian Fixed Income with an ESG overlay - ...
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 ...
