CPD: Property – take an alternative view

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From affordable housing to agriculture, student accommodation to co-working space, Australia is slowly following the lead of other markets and offering an increasing number of alternative property opportunities to investors. In this article, DomaCom explores the world of alternative property and examines a range of investment opportunities that lie in diversified property assets, assets that […]

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CPD: Investment lessons for the next generation

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The importance of financial literacy is recognised worldwide, with programs in most OECD countries and many developing nations, to help people better manage their financial circumstances. In this article, Centuria examines financial literacy in Australia and discusses strategies to help your clients teach these important lessons to their children and grandchildren. What is financial literacy? […]

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CPD: The first layer of defence – value

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Buying any asset – equities, bonds, property, infrastructure – at the right price increases the probability of having a successful investing outcome. However the price you pay is, on its own, a very poor indicator of what something is ‘worth’. There is an old joke which asks, “What’s the definition of a stock which has […]

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CPD: How advisers can do their due diligence on listed investment companies (LICs)

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A close up on listed investment companies (LICs): factors advisers should analyse for due diligence purposes. In this article, Geoff Driver, General Manager – Business Development & Investor Relations at Australian Foundation Investment Company (AFIC) explains how financial advisers can best assess whether and which LICs are right for their clients, and how investment managers […]

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CPD: The second layer of defence – intelligent diversification

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It doesn’t matter how confident you are about an investment view, no one can accurately predict the future. Even five years ago, probably very few people would have thought negative rates would be as widespread as they were last year. Therefore as an investor, it is important that no single investment position you hold should […]

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Australian Equities: expectations for the year ahead

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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 vast majority have traded […]

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BetaShares helps investors navigate hybrids – launches first exchange traded Active Australian Hybrids Fund

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BetaShares, a leading Australian manager of exchange traded funds, has announced the launch of Australia’s first Active ETF that invests in hybrids – the BetaShares Active Australian Hybrids Fund (managed fund) (ASX: HBRD). BetaShares’ HBRD helps investors access a diversified portfolio of hybrids while seeking to minimise potential downside risk associated with owning hybrids directly. […]

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CPD: Why does real estate outperform equities?

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Property outperforms equities over the long term Earlier this year, we spoke at the Bennelong Investment Forum. Our presentation included a number of charts, but for many, this one stood out. On reflection, it could be argued that we were penalising equities, since our chart began as the dot-com bubble peaked in the year 2000. […]

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CPD: Socially responsible investment

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First there were ethical funds, then came the broader ‘socially responsible’ investments. Today, the socially aware approach to investment is complemented by impact investing, another investment approach that offers diversification and reasonable yields in strong business sectors. In this article, DomaCom explores the evolution of social responsibility and how it pertains to investment opportunities. The […]

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CPD: Shorts, long stocks and scandals

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As unfashionable as it might be in some quarters, short selling has become entrenched as a legitimate trading strategy in Australia. Investors should take note. Short selling in a stock can forewarn problems and price falls, although short sellers don’t always get it right. Ultimately, it is company fundamentals that dictate stock returns, and to […]

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