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Real assets and rent generation key for REIT returns

From SG Hiscock & Company

There continues to be exceptionally high quality opportunities in Australian real estate investment trusts (AREITs) which can deliver attractive and sustainable yield for investors, says Grant Berry, portfolio manager at... Read more continue reading

27 Apr 2021

Australian equities remain appealing and deliver outstanding returns

From Datt Capital

Boutique Australian equity specialist Datt Capital has recorded outstanding results for its Absolute Return Fund. The Fund has achieved a 12-month rolling return of +63.01% vs a return of +37.47% for the... Read more continue reading

23 Apr 2021

Active management essential in changing economy

From Prime Value Asset Management

Conditions remain ideal for active equities management as the economy changes, according to a table-topping equities manager, who says ‘choppy’ conditions and increased corporate activity is creating good buying opportunities.... Read more continue reading

23 Apr 2021

The fund manager 2.0 needs to know more than maximising alpha

To be successful in the changing asset management environment, fund managers need to continuously reinvent themselves. In the past, they had to deal with globalization and quantification, and are currently... Read more continue reading

22 Apr 2021

The benefit to investors of buying real assets through fractional investment

Covid highlights the retiree dilemma If you are looking for one word to describe 2020, volatility would seem to fit the bill. Every aspect of our lives, whether it be... Read more continue reading

19 Apr 2021

Aviva Investors projects a strong growth outlook with upside risks

From Aviva Investors

Aviva Investors, the global asset management business of Aviva PLC, sees a potent combination of economic drivers underpinning a strong global recovery in 2021, resulting in an above-consensus outlook for... Read more continue reading

15 Apr 2021

Emerging market debt – a new frontier

From Zenith Investment Partners

One of the key implications of COVID has been the growth in government debt issuance globally and the coordinated quantitative easing programs across central banks. As government bond yields across... Read more continue reading

01 Apr 2021

Australian Bond volatility: what happened and is it a sign of things to come?

From Western Asset Management

Over the last couple of weeks, global bond markets experienced levels of volatility not seen since March last year when the pandemic hit. The moves in yields were severe, rocking... Read more continue reading

26 Mar 2021

Invest in the dividend recovery

From DNR Capital

With the recovery in dividends underway, it is important for investors selecting shares for an equity income portfolio to keep in mind that they need to choose stocks that are... Read more continue reading

24 Mar 2021

Moore’s Law and the race for the rest of the chessboard

From GSFM

Gordon Moore, the famous founder of Intel, set forth his prediction in 1965 that the number of transistors per silicon chip should double every two years. In this this paper... Read more continue reading

18 Mar 2021

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]