Oliver’s Insights: Investment Imperatives

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This edition of Oliver’s Insights takes a break from the usual soap opera of issues surrounding investment markets (US growth, Cyprus, Japanese reflation, Chinese growth disappointments, the collapse in gold,... Read more continue reading

Gold fundamentals remain strong

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  Investors questioning the portfolio implications of the recent volatility in gold and gold-related assets have been reassured by Evy Hambro, Chief Investment Officer of the BlackRock Natural Resources team.... Read more continue reading

Threadneedle: global market commentary

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In the five years since the onset of the global financial crisis, markets, economies, and the authorities have taken many opportunities to surprise and confuse investors. The recent policy initiatives... Read more continue reading

Turnover not always a dirty word

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Turnover is not necessarily a dirty word in funds management as skillful managers can exploit volatile market conditions to generate high levels of excess returns for their investors, van Eyk... Read more continue reading

Desperately seeking yield

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For Australian retirees who are financially dependent on their investment portfolio, generating income from their investments becomes a top priority as the demands of housing, aged care and medical costs... Read more continue reading

Long term earnings growth the real predictor of outperformance

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“Earnings growth drives prices in the long term, so identifying companies with sustainable earnings growth potential is crucial.”  This is the view of Tim Samway, Managing Director of Hyperion Asset... Read more continue reading

Threadneedle: Global equities pay their way in the new world order

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Investors’ appetite for income shows no sign of abating in 2013, but with interest rates and bond yields at historically low levels, their eyes are increasingly turning to global equities... Read more continue reading

Adjust bond portfolios to manage shift in economy

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Bond manager Altius Asset Management warns that investors can’t expect the historically low bond yields from last year to continue and should prepare for a turn in the economic cycle... Read more continue reading

More to property than residential

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Investors, particularly self-managed super fund trustees, need to understand there is more to property than the residential sector, says Chris Smith, head of healthcare and retirement property at Australian Unity... Read more continue reading

Forget rotation: Think risk mitigation

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In its most recent commentary following Global Chief Investment Strategist Russ Koesterich’s visit to Australia last week, the BlackRock Investment Institute cautions investors to consider “hidden risks” in today’s fixed... Read more continue reading