Tech is the new macro – impacting all three components of return on equity

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The rapid expansion and implementation of technological innovation has become a key factor in the behaviour of the economy and capital markets. In this article, New York-based Epoch Investment Partners,... Read more continue reading

Forward view for Australian equities and LICs

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Forward view for Australian equities and LICs This is the second in a series by Ross Barker, Managing Director of Australian Foundation Investment Company (AFIC), looking at features affecting Australian... Read more continue reading

Disciplined investing sees Perpetual Equity Investment Company announce $31.8 million net profit, up 318%on FY16

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FY17 Highlights Strong growth in net profit after tax (NPAT) of $31.8 million – up 318% on FY16 Final dividend of 2.5 cents per share fully franked, bringing total dividends... Read more continue reading

Getting kids on the property ladder

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It seems that each day new statistics are released that highlight the housing affordability crisis. While Sydney and Melbourne are leading the pack, most Australian capitals are moving beyond the... Read more continue reading

Why (sustained) low interest rates are not always good for real estate

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Bricks and mortar are not bonds… Whenever pundits predict medium term increases in official cash rates, there is the inevitable ‘get out of bond proxies’ hype. Empirical evidence does not... Read more continue reading

New Parametric research clears a path towards responsible investing

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New research from Parametric, the global implementation specialist manager, lists five ways in which funds can adopt responsible investing, even where in the past funds may have held off for... Read more continue reading

Developments in Australian equities and the expansion of the LIC sector

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In the first of a two-part series on LICs, Ross Barker, Managing Director of Australian Foundation Investment Company (AFIC), will look at trends – past, present and future – in... Read more continue reading

Evolution or extinction? How three layers of defence in portfolios can help smooth an investment journey

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Ten years ago, Australian share investors had enjoyed their fourth consecutive financial year of returns of 20% or more. With investment returns in all asset classes rising, many thought it... Read more continue reading

The future of options strategies

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Although the Australian options market as we know it commenced operations in February 1976, options of some form have been around for many hundreds of years. However, new margining requirements... Read more continue reading

Responsible investments outperforming mainstream investments

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Responsible investment funds are outperforming their average mainstream counterparts year on year, as the market for responsible investment continues to grow in Australia, the latest Responsible Investment Benchmark Report 2017... Read more continue reading