Investment potential of agriculture ‘untapped’ in Australia

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Australian investor portfolios currently have a relatively low exposure and therefore limited potential to take advantage of the growing agricultural sector, according to a whitepaper by BetaShares, a leading manager... Read more continue reading

When cash may be the risky option

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Despite term deposit rates scraping the lowest point in many years, the amount of cash on deposit by Australian investors has increased exponentially since the Global Financial Crisis (GFC) and... Read more continue reading

Bonds, Bunds & Bubbles – is the 30-year bond cycle over?

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“Yields on 10-year US Treasuries have fallen to 2.4% – a level that was unseen even in the Great Depression. This is ‘return-free risk’, said bond guru Jim Grant. It... Read more continue reading

Trump uncertainty could be “huge” for gold

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Our positive view on the long-term prospects for gold remain unchanged. The U.S. elections are over, and markets will likely take time to reflect the full impact of a Trump... Read more continue reading

International equity investing slows in lead up to US election  

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During the past month Australian investors are preferring to invest in Australian equity ETPs and defensive asset classes such as cash, fixed income and gold over international equity ETPs. Total... Read more continue reading

Passive RBA and US uncertainty increases risk for retirees

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With the prospect of a Donald Trump win in the US elections, and a passive Reserve Bank of Australia (RBA) continuing to hold interest rates at an all time low,... Read more continue reading

Emerging markets shake off Brexit

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China, Brazil, and Hungary are strong performers Emerging markets continued to gather momentum and flows following the June Brexit vote and, in the third quarter, outperformed most global indices including... Read more continue reading

Low rates are for losers

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Not long ago, negative interest rates were a novelty. The idea that an investor might pay someone to borrow their money was viewed as both radical and nonsensical. Today, ultra-low,... Read more continue reading

Investors urged to consider small caps for outstanding performance

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Small can be beautiful… and lucrative! Australian investors and the financial media tend to overly focus on large cap stocks according to boutique investment manager Terra Capital. “But it can... Read more continue reading

IMF conference puts spotlight on slowing Emerging Market growth

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Leading global asset manager, Eaton Vance believes that numerous weak spots highlighted by the IMF reinforce the importance for investors of fundamental country analysis for emerging markets. The manager says: The... Read more continue reading