Inflation, bonds and Donald Trump

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In the run up to the US election last month, there were many predictions published as to how markets would respond. The fact that Dow Futures were down over 600... Read more continue reading

How Australian super funds can maximise returns from emerging markets

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The US fund manager Parametric has drawn up a five-point checklist to assist superannuation funds targeting returns from emerging market equities. Parametric’s Australian Managing Director, Research, Raewyn Williams, says super... Read more continue reading

Leading asset manager asks, “Is there a chance of an emerging market crisis under the Trump Presidency?”

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Following the U.S. election, the dollar strengthened against many currencies while emerging markets experienced periods of tightening liquidity and volatility. Richard Lawrence, Senior Vice President, Portfolio Management at Brandywine Global... Read more continue reading

Bricks and mortar can add value to a diversified portfolio

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Portfolio diversification is one of the central tenets of modern portfolio theory. Along with fixed income and equities, both domestic and global, property is considered an essential inclusion in a... Read more continue reading

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