Australian retail investors remain resilient in the face of enormous volatility

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Leading research firm Investment Trends provides a brief on the latest views of Australia’s retail investors in the midst of the COVID-19 pandemic and market volatility. Key highlights Australian retail investors remain resilient in the face of enormous volatility Return and dividend expectations have fallen sharply, but remain in the black Retail believe the market […]

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New property listings increased in March

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Key Points National residential property listings increased in March by 7% from 296,770 listings in February 2020 to 307,847. Compared to 12 months ago, listings were down by 13.8%. All capital cities experienced increases in property listings over the month with the largest increase in Darwin of 6%, followed closely by Canberra with an 11.0% […]

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Labassa Capital Fund rated ‘Strong’

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Australia Ratings Analytics (Australia Ratings) has assigned an investment rating of ‘STRONG’ to the Labassa Capital Australian Real Estate Credit Fund (the Fund). A Product Complexity Indicator of ‘YELLOW’ has also been assigned to designate the view that the Fund is a COMPLEX financial product, indicating that the underlying assets require specialist investment skills to […]

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More Australian women than ever are investing in build their wealth: 2019 2H Online Broking Report

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International Women’s Day 2020 coincides with the release of the latest Investment Trends research of Australian online investors – the 2019 2H Online Broking Report – so there is no better time to look at key trends in the retail investing space from the perspective of women investors. Key highlights More Australian women than ever […]

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Nikko AM Global Share Fund upgraded to ‘recommended’ by Lonsec

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Nikko Asset Management Australia (Nikko AM) has announced that it has been upgraded by Lonsec to ‘Recommended’. Lonsec has strong conviction the financial product can generate risk-adjusted returns in line with relevant objectives. The Nikko AM Global Share Fund delivered a total fund return (net) of 29.71 percent p.a.over one year, and 19.54 percent p.a. […]

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Small increases in super contributions has a significant impact on retirement peace of mind: Retirement Income Report

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Leading research firm Investment Trends has released its latest Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and post-retirement issues. The report, now in its tenth year, draws on the responses of 5,210 Australian adults. Key highlights Many Australians worry about their retirement prospects, but a small increase in super contributions has […]

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Platforms have improved to help advisers demonstrate value to clients: Platform Benchmarking and Competitive Analysis Report

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Leading researcher Investment Trends has released its 2019 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners and their clients. Key highlights: Netwealth continues to lead the market for overall platform functionality, closely followed by HUB24 Macquarie Wrap’s Digital Portfolio Manager is helping advisers deliver affordable […]

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Super funds immunised against short-term volatility

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According to estimates from leading research house SuperRatings, super funds had a positive start to 2020, with the median balanced option returning 1.9% in January, driven predominately by gains from Australian and International shares. The start of February was a different story as markets were affected by the outbreak of the Coronavirus, which led to […]

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2019 Margin Lending Adviser Report: Innovative products are key to rejuvenating the margin lending space

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Leading research firm Investment Trends has released its 2019 Margin Lending Adviser Report, which examines the evolving use of gearing to invest among Australian stockbrokers and financial planners. Key highlights: Advisers’ views on gearing to invest are improving despite their subdued market outlook Innovative products are key to rejuvenating the margin lending space Advisers’ views […]

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A growing trend to add Real Assets to a Fund’s targeted asset mix

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Amidst an investment environment where asset class returns are forecast to be lower with greater volatility, Zenith Investment Partners has observed a greater willingness of Multi-Asset managers to incorporate non-traditional asset classes within their strategic asset allocation. In the past, this has included unlisted assets such as private equity and debt. However more recently, Managers […]

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