PM CAPITAL says Australian appetite for yield has led to compromised returns

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The Australian financial market search for yield has often led to a compromise in the risk/reward proposition, introducing “unintended risk”, which has on occasions led to the gradual erosion of... Read more continue reading

Valentine’s Day: when true love doesn’t run smooth

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Australians will spend some $791.4 million[1] “in the name of love” before Valentine’s Day – averaging about $86[2] each. But despite their pledges of undying love, figures from research commissioned... Read more continue reading

Appetite for overseas assets reaches nine-month high as confidence in global markets rises

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Certitude Global Investing Intentions Index at its second highest level since inception Nearly half (44%) of all investors believe they need more international assets in their investment portfolio, according to... Read more continue reading

Steel and Iron Ore Deflation to Continue

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2014 marked a significant transition point in the iron ore market, with supply greatly overtaking demand. Indeed, combined production increases from the major iron ore producers including BHP, Rio Tinto,... Read more continue reading

European investors may hold key to Asian bond market performance

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The European Central Bank’s aggressive monetary easing may have a significant impact on Asian bond markets, given the large presence of European investors in the region. In particular, markets in... Read more continue reading

Perpetual Wholesale International Fund retains a ‘Recommended’ rating

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Zenith retains a Recommended rating on the Perpetual Wholesale International Fund (APIR: PER0050AU) following a change of the Fund’s underlying investment manager. On 30 January 2015, Perpetual Investments (Perpetual) informed... Read more continue reading

Bond outflows weigh on the Euro

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Euro-area residents have bought large quantities of foreign bonds since short-term interest rates moved into negative territory last June. With the European Central Bank about to embark on a largescale... Read more continue reading

Goldman Sachs AM publishes results of annual Australian retail investor survey

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Goldman Sachs Asset Management survey reveals Australian retail investors unprepared for potential volatility in financial markets Retail investors say they have low confidence in Australia’s economic outlook and a low appetite... Read more continue reading

Volatile markets to challenge investors in 2015

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Triple3 Partners have warned that quantitative easing, an expected increase in global interest rates and falling oil prices will present investors with a challenging set of circumstances in 2015. “The... Read more continue reading

Portfolio Protection – Options versus Futures Overlays

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In this article we explore why a protective overlay is important to your equities portfolio, and in particular why the type of overlay is also a significant factor. After enduring... Read more continue reading