Schroders’ highly successful Real Return strategy now available on the ASX

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Leading global investment manager Schroders has launched its first direct-to-consumer managed fund on the ASX, bringing its highly successful multi-asset real return strategy to a broader range of Australian investors. The Schroder Real Return Fund (Managed Fund) ASX:GROW is based on Schroders’ successful Real Return CPI Plus 5% fund – which at 31 July 2016 […]

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The scourge of overconfidence

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Leaving in its wake sharp equity market retracements globally, efforts to stem falls and to revalue the currency in China, more commodity price decimation, mediocre earnings results and sharply increasing volatility, August was certainly eventful. What didn’t change much was the propensity for the winners to keep winning and the losers to keep losing. These […]

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Crying wolf

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“Greed, for lack of a better word is good. Greed is right, Greed works. Greed clarifies, cuts through and captures the essence of evolutionary spirit” Gordon Gecko (Wall St) These inimitable words from Gordon Gecko portrayed adroitly by Michael Douglas in Wall St. captures the process of creative destruction of the market perfectly. The market […]

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Taking stock – Still the only game in town

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The only game in town continues to play for Australian Equity investors. Over the past year the ASX200 index is flat, but Resources and Energy are both down 25%. Every other sector is up. We were overweight Resources and Energy a year ago and are more overweight now. Last month the bifurcation in returns stretched […]

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High Swell: Riding the waves of volatility

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June proved to be a grim month for investors. Substantive falls in equities, wider credit spreads and higher bond yields made positive returns scarce. Only currency (mainly the USD) and cash produced positive returns amongst the major asset classes. June’s performance also dragged down returns for the June quarter as well as leaving calendar year-to-date […]

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Taking Stock: Many are called but few are chosen 

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Following the themes that emerged in late April, May was noticeable for a transition in market leadership away from the “yield” names that have dominated ASX market performance through the past two years, towards material names of many hues. In synch with a global bond market selloff, banks underperformed and resources, energy and industrial stocks, […]

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