Australian small caps at the forefront of Atchison’s asset allocation

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Asset consultancy firm, Atchison delves into the evolving landscape of Australian small caps in their newly released Quarter One 2024 Tactical Asset Allocation Outlook, including its impact on their approach... Read more continue reading

Higher quality Australian bonds set for outperformance

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With the prospect of interest rate cuts on the horizon, bonds are expected to perform relatively well in 2024, offering investors income and the opportunity for capital gain, according to... Read more continue reading

Higher rates, enhanced yield and restoration of traditional 60/40 (equities/bonds) portfolio underscores the appeal of bonds

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Bond yields are higher than they’ve been in nearly 15 years, presenting investors with a variety of opportunities regarding fixed income. The economic backdrop has also improved recently and is... Read more continue reading

A unifying force – the multi-asset pathway to income

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The average retirement age in Australia is between 62 and 65 years[2]. At present, there are 4.1 million retirees in Australia, with approximately 140,000 people joining their ranks annually[1]. By... Read more continue reading

A soft landing and friendlier central bank stance bode well for credit markets

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‘Soft landings’ are hard to achieve but evidence is building that the US Federal Reserve might be able to pull off this feat. While risks remain, credit markets are offering... Read more continue reading

The high yielding recession is coming

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Economic indicators are weakening in Australia but that doesn’t mean that yields will fall the way many expect says Andrew Canobi, Portfolio Manager for Franklin Templeton Fixed Income. Canobi says... Read more continue reading

Most fund managers deliver inconsistent returns and don’t add extra value through management skill, research reveals

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Analysis conducted by Innova Asset Management of more than 100 Australian equity managers reveals that the two strongest factors driving share return variability in Australia are momentum and valuation and... Read more continue reading

What building a house can teach investors about investment portfolios

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Investment portfolios are not built in a day. A portfolio is built over time by gradually acquiring and expanding investments, aided by flexible plan to suit investment goals over time.... Read more continue reading

Alternative assets – de-banking and the evolution of private credit

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Debt is a vital source of capital for all participants in the economy. The ability to access credit, thereby going into debt, allows actors to bring forward consumption and make... Read more continue reading

Why you should invest in companies that know their niches 

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In a world of heightened uncertainty, investors can find great value in businesses that identify and focus on niche markets, according to Jason Pohl, partner at ECP Asset Management.  “Focusing... Read more continue reading