The emerging middle class and its implications for global investment

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In our recent article Young tiger stalks ageing dragon we compared and contrasted India and China in terms of their economic and social development. What was clear from that paper was... Read more continue reading

How to avoid unintended concentration risk

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Concentration risk can be defined as the risk of amplified losses that may occur from having a substantial portion of a portfolio in a specific investment, sector or asset class. The... Read more continue reading

Tax Effective Investing outside of superannuation – look no further than investment bonds

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Advisers and investors urged to look carefully at options outside of super Following changes to superannuation legislated in 2016, the Treasurer has been vocal in his view that superannuation should... Read more continue reading

Value or growth?

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One of the great investment debates centres on whether you should be a value or a growth investor. We believe there’s more than enough evidence to support the view that... Read more continue reading

Local investment properties vs going global

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Your house and the Australian share market Some domestic investors seek diversification by coupling Australian shares with domestic investment property (usually residential). However, we would argue that – at the... Read more continue reading

Opportunity lies in quality companies for domestic equities, says DNR Capital

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The Australian equity market continues to look relatively cheap, despite having produced positive returns for seven out of the past eight years, according to leading equity fund manager DNR Capital.... Read more continue reading

Two compelling investments for the year ahead

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Many typical investments don’t seem to offer much of a bargain these days. Government bond yields are well below long-term averages, thanks in part to the secular economic environment that... Read more continue reading

Investors need to set realistic expectations for high-yield bonds

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High-yield bonds have been on a solid run due to improving economic data, tightening credit spreads and fund inflows. Although they can play a strategic role in long-term portfolios, investors... Read more continue reading

Estate planning made simple

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 An investment bond gives you certainty and simplicity in estate planning. Clients spend a lifetime saving and building their wealth, however without an effective estate planning solution, families can face... Read more continue reading

Australia’s all-weather banks

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Does air quality in Beijing have anything to do with the property market in Australia? The answer is probably yes. Life in Australia, with its promises of clean air, abundant... Read more continue reading