Australian investors missing out on Asian fixed income opportunities

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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 […]

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Prospering with emerging markets

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The 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 […]

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When it comes to yield beware of ‘buy and hold’ strategies

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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 […]

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Macquarie adds SMAs to Macquarie Wrap

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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 […]

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Dalton Nicol Reid says don’t underestimate the price of Grange

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 […]

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Sweden’s economic blunder

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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 […]

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Video: The principles of intrinsic value investing

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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.

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Savvy advisers seeking value beyond miners and banks

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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 […]

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Making the most of equity market anomalies – Part 1

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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 […]

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OneVentures announces second fund to tap into growing investor appetite for venture capital

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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, […]

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