October brings buyback windfall for income investors

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The Commonwealth Bank and Woolworths have now completed their offmarket buybacks. CBA’s $6 billion transaction, completed October 4, enabled it to buy back approximately 67.7 million CBA shares. While the $2 billion WOW buyback, which was completed on Monday (October 18), saw the retailer buy back just over 58 million shares. Both these transactions have... Read more continue reading

The rise of regionalisation offers risks and rewards

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Investors looking for opportunities in global markets need to pay attention to the post-COVID shift from globalisation to regionalisation, as countries take steps to secure their supply chains and protect their battered economies. A recent megatrends investment forum hosted by Kim Catechis, investment strategist for the Franklin Templeton Investment Institute, turned its attention to the risk... Read more continue reading

CPD: Don’t fear the taper

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As vaccination rates increase around the world and we (hopefully) return to some normality in our daily lives, world economies appear to be stabilising. Economic output is near or above pre-pandemic levels, and signs of inflation and wage pressure have become a theme of 2021. As a result, many investors and commentators are now keeping... Read more continue reading

Finding the fixed income balance critical for income in portfolios

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Investors got a preview of how fixed income markets might respond to a return of inflation earlier this year, when in the March quarter, US Treasury yields rose by around 75 basis points and asset prices fell sharply. Portfolio Manager Brian Kloss at Brandywine Global, a specialist investment manager of Franklin Templeton, says the lesson... Read more continue reading

HUB24 highlights the client benefits of efficient portfolio implementation

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HUB24  has quantified the benefits managed portfolios can deliver for investors by minimising delays in implementing portfolio manager changes. In HUB24’s latest Platform Series ‘Measuring the Cost of Delay’, it outlines a scenario where a client who invested $500,000 in a diversified growth managed portfolio over a period of six months was $4,460 better off... Read more continue reading

CPD: Fixed Income in a low rate environment

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Fixed income investments have long been central to a diversified portfolio. This article from GSFM explores the role of fixed income in the current environment. Diversification is a central tenet of modern portfolio theory; that is, diversification both within and across asset classes. At its simplest, the 60/40 equity-bond split has underpinned portfolios for decades;... Read more continue reading

What investors can learn from 2021’s most popular equity trades

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One of the questions investors ask us most often is “When does a crowded trade become too risky?” Biologists will tell us that the movement pattern of herds is exceptionally hard to predict, but occasionally there is a clear trigger — a predator or a change in the landscape that causes a shift in direction.... Read more continue reading

CPD: The case for listed private equity – Part 2 – Types of listed private equity investment

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This article from PAN-Tribal Asset Management is the second of a three part series exploring the investment case for listed private equity. In the first of the series, listed public companies are compared with private companies and the role of private equity is examined. In this second article, types of private equity investments are examined.... Read more continue reading

CPD: Rural property – the next investment frontier?

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In this article DomaCom examines the case for investing in rural property and looks at how investors can invest in this pandemic-proof sector at a time of steeply appreciating land values. It’s not just city dwellers that are amazed – or in some cases bemused – about the resilience of the Australian property market. Farmers... Read more continue reading

Investment Perspectives from Quay: Thinking about office

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Thinking about office Imagine you are an office manager for a medium sized firm of 20 employees. Under normal circumstances, you and the staff would occupy around 400 sqm of office accommodation located in the CBD. But these are not normal circumstances. Lockdown orders mean that all staff are currently working from home. You are... Read more continue reading