Circumventing ‘flat earth’ market thinking

From

GSFM recently hosted fixed income specialists Payden & Rygel, who addressed advisers around the country. The presentation took a different view to the general bond market approach; instead it looked... Read more continue reading

History tells retirees to protect equities – 10 major market falls in 27 years

From

No one can predict the stock market, but history shows risk can and does erode retiree capital. Be they called “corrections, downturns or crashes”, the impact on capital can be... Read more continue reading

Portfolio governance frameworks

From

Financial advice practices face a myriad of decisions every day. One of the more important decisions is whether to insource or outsource portfolio construction at a financial planning practice level.... Read more continue reading

Growth capital, private investments’ value creator – now worth over $30bn

From

Private capital investment is booming and last year the Australian industry reached a new high of more than $30 billion in assets under management. Growth capital investors will meet in Sydney... Read more continue reading

Investors need to keep sharp eye on commercial property opportunities

From

The beginning of a recovery in residential property prices should not deflect investors or self-managed super funds (SMSF) trustees from considering the long-term benefits of investing in commercial property, says... Read more continue reading

Good financial returns may be hard to find

From

“Intensified trade tensions and disappointment with interest rate cuts by the Fed could provoke a relapse in equity markets.” That’s the view of Principal Global Investors Chief Global Economist, Dr... Read more continue reading

Neo-chartalists or neocharlatans? A dive into Modern Monetary Theory

From

A small revolution is brewing in the world of macroeconomics. It’s an idea that counts a Democratic socialist presidential candidate and a hedge fund manager among its adherents. The economics... Read more continue reading

Where profits come from, and the vulnerabilities in Australian corporate earnings

From

Key points Equity investors rejoiced in June as the Fed signaled it may cut interest rates – but interest rates do not drive long run equity performance. Profits do. While... Read more continue reading

A conservative government, falling interest rates, and new APRA lending guidelines; what now for residential property?

From

The RBA recently cut its official interest rate by 25 basis points to a record low of 1.25%. Along with the recent win by the conservative government (that campaigned on... Read more continue reading

Strong returns for Australian investors in responsible & ethical funds

From

Responsible investment funds are continuing to outperform most mainstream Australian and international funds, according to the latest Benchmark Report issued by the Responsible Investment Association of Australasia (RIAA). With data... Read more continue reading