Asian fixed income continues to be an under-owned asset class in relation to the region’s GDP and growth contribution. Perhaps this is due to Australian investor wariness over the asset class. However, we think that Australian investors are actually missing out on opportunities. Given the current low growth and low interest rate environment, most of […]
continue readingThe global emerging markets landscape is changing rapidly, with the outstanding returns investors have seen in the past becoming increasingly difficult to secure. According to Principal Global Investors, despite the volatility, emerging markets are a strategically important part of long-term investment portfolio and determining the right market exposure is more critical than ever. The October issue […]
continue reading
09
Oct
2014
Jason Kim, Portfolio Manager and Senior Analyst at Nikko AM Australia explains why ‘buy and hold’ strategies of traditional high-yielding stocks may not be the best investment strategy as Australia’s population ages and the chase for yield continues. Background Australia’s demographic shift is having a significant impact on Australia’s financial markets. The search for income […]
continue reading
02
Oct
2014
Macquarie has announced the launch of separately managed accounts (SMAs) as an investment option on its market-leading platform, Macquarie Wrap, enabling financial advisers to view and manage their clients’ assets on one streamlined and consolidated platform. Justin Delaney, Head of Wealth Product, for Macquarie’s Banking and Financial Services Group, said Macquarie is committed to continually investing […]
continue reading
12
Sep
2014
Treasury Wines reinvigorating its business and defending against takeover Treasury Wines has announced some changes to their business model on the same day as newspaper speculation suggesting a number of interested parties are running the ruler over various parts of their business. Dalton Nicol Reid entered the company during the past six months having met […]
continue reading
26
Jun
2014
Few developed economies rebounded as quickly as Sweden did from the global financial crisis. After contracting 5% in 2009, Sweden’s economy expanded 6.6% a year later, swelled another 2.9% in 2011 and has grown since, even if at a lesser rate.[1] The remedies that drove Sweden’s revival were the same cures that helped Australia avoid […]
continue reading
17
Jun
2014
What is the intrinsic value of a stock, and what are the advantages of an intrinsic value investment style for investors? Jeremy Bendeich, Chief Investment Officer and Portfolio Manager of Avoca Investment Management, discusses the fundamentals of intrinsic investing.
continue reading
16
Apr
2014
Latest Skaffold research shows advisers looking further afield than traditional ‘safe havens’ Stock research application house, Skaffold, has said that the long-standing faith in stalwart shares may at last be on the wane with advisers. According to analysis of the latest user data, financial advisers are no longer focusing mainly on traditional mining and banking […]
continue reading
08
Apr
2014
In this three-part series on market anomalies, Tyndall Australian equity portfolio managers, Jason Kim and Tim Johnston explore how investors can tap into what they believe are three consistent sources of outperformance in equity portfolios: Value investing; lower beta portfolios; and concentrated portfolios. Background Many empirical studies have shown that a value style approach to […]
continue reading
01
Apr
2014
Appointment of fourth OneVentures partner Australian venture capital firm, OneVentures, yesterday officially launched the OneVentures Innovation and Growth Fund II, seeking to raise $100 million from institutional investors and high net worth individuals over the next 12 months. The fund will invest in a portfolio of emerging Australian companies with global ambitions across healthcare, education, mobile, […]
continue reading
27
Mar
2014
Earn CPD Points
CPD: Which beta is better?Infrastructure investing is increasingly popular within retirement savings plans and it’s easy to understand why. An allocation to infrastructure can ...
CPD: 30 years of investment lessons from Japan, and the implications for real estateImagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a ...
CPD: Quantitative investment delivers positive investor outcomesThe essence of a quantitative investment approach is straight-forward: it is the utilisation of rational economic and fundamental investment insights ...
CPD: Cold War 2.0 and its implications for global marketsBill Priest, CEO, co-CIO and portfolio manager of Epoch Investment Partners (Epoch) recently visited Australia to share Epoch’s world view ...
CPD: Growing your advice practiceThere is increasing commentary about the need for financial advice firms to grow in order to survive. This question of ...
0 comments