Market anomalies present opportunities for active investors: PM Capital

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Just like human anomalies can make all the difference in sporting teams, picking anomalies in equities and fixed income markets can help investors achieve winning performance, according to PM Capital.... Read more continue reading

There’s a lot long term investors can learn from insurers around strategy design: AXA IM

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There’s a great deal asset owners and managers can learn from insurance companies’ long-term approach to investing, especially when it comes to investment strategy design, according to AXA Investment Managers... Read more continue reading

Australian house prices and the law of unintended consequences – are we nearing a tipping point?

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Topic of the week, month, year and decade Australian house prices. It seems everyone has an opinion. When house prices collapsed in the US and parts of Europe during the... Read more continue reading

Risk-averse global investors turning to AREITs

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The first quarter of 2017 saw Australian real estate investment trusts (AREITs) underperform general equities in a trend continuing from the second half of 2016, according to Principal Global Real... Read more continue reading

The gift of education – and the hidden costs of funding it

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Benjamin Franklin said that “an investment in knowledge pays the best interest”; however, given prevailing interest rates and the spiralling costs of education, saving enough to fund the educational needs... Read more continue reading

Beware the ‘reflation trade’ in financial markets – if it looks certain, it probably isn’t

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Reflation trade Since the election of President Trump, financial markets have begun to price in significant tax cuts and infrastructure spending for the US economy. In addition, there is the... Read more continue reading

How the scientist invested and won

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Three years ago, we posed the question, How would a scientist construct a portfolio?. The results are in and the investment performance is as the scientist predicted. In 2013 the... Read more continue reading

Margin lending – the basics

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Margin lending is a form of gearing whereby investors borrow money to invest in shares, exchange traded products (ETPs) and managed funds. There are good reasons to use margin loans,... Read more continue reading

Debunking conventional wisdom

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Grant Samuel Funds Management recently hosted Scott Weiner, managing principal and portfolio manager with fixed income specialists Payden & Rygel. Scott presented to a number of financial advisers around the... Read more continue reading

It’s time to go global

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Many Australian investors rely on regular dividend payments. Companies which boast consistently impressive dividend yields are often considered to be well-governed, generating consistently strong cash flow and prioritising shareholders. Yet... Read more continue reading