Don’t overestimate the market downturn

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Investors shouldn’t overestimate the impact that the recent downturn in the financial markets had on their portfolios, Sharesight Managing Director Andrew Bird urged today. “Many investors consider the performance of their share portfolios only in the context of changes to the stock price,” Mr Bird said. “Investors should instead concentrate on understanding the true performance […]

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Falling gold mining equities present buying opportunity

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The real action started last week with four consecutive days of four percent or greater swings in the S&P 500 – the last time we saw this was at the height of the credit crunch. Today we saw continuing defensive repositioning on the heels of the Philadelphia Fed’s dismal manufacturing report fueling a continued climb […]

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Global equities: themes digest

In undertaking its recent Global Equity Sector Review, Lonsec held over 60 ‘one-on-one’ meetings with fund managers. Most meetings were held onsite, in the global offices of the investment teams and were supplemented by a video-conference programme.  This paper aims to capture the broad themes and observations that emerged as a result of this review […]

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Threadneedle thinks: viewpoint on China

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Evidence of a global deceleration at a time of moderating growth in China has prompted fears of a hard landing for the country by some investors. But as we reveal below, many of the factors worrying investors are more apparent than real. We therefore see recent volatility as an investment opportunity, with the market overlooking […]

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Reporting season scrutinised for signs of value and stability

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As reporting season kicks off, investors will be watching for signs of value and earnings sustainability, as well as eying specific stocks and sectors and the broader economy, according to Michael McCarthy, chief market strategist at CMC Markets. Recently the Australian bourse has been weighed down by international issues such as a potential China slowdown, […]

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Lonsec releases its 2011 Income Funds Sector Review

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Lonsec’s 2011 review of the Income Funds sector spanned both traditional income and alternative income products. Libby Newman, Senior Investment Analyst responsible for this sector commented, “Traditional income funds include the more conventional Australian, global and diversified fixed interest products that are generally managed with reference to a widely accepted fixed interest market benchmark such […]

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Destination India

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Financial planners have traditionally gained exposure to emerging market economies for their clients via global equity funds or through discrete emerging market funds. Lonsec has noted a significant trend in global equity fund managers increasing their scope to invest in emerging market economies as part of their mandates. Another trend has been the proliferation of […]

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BetaShares cautions investors on impact of currency on gold performance

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The strong correlation between gold prices and the Australian dollar has impacted unhedged gold exposures which have consistently under-performed hedged gold exposures historically, analysis by BetaShares shows. For example, while spot gold prices surged 74% in the period December 2008 through end May 2011, unhedged spot gold returned only 14%. This is because a rise […]

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How to protect your investments from reputation fallout

Shares in the UK’s BSkyB dropped around 10 per cent over the past week as investors saw the World of the News newspaper hacking crisis as a potentially fatal blow to its proposed takeover by Rupert Murdoch’s News Corporation. Along with the entire editorial staff of the News of the World, investors in the satellite […]

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