Reading time: 5 minutes Diversification may well be a primary reason for including fixed income in your portfolio. The idea is that your fixed income allocation acts as a defence when equities are not performing well. As a result, the overall volatility (risk) of your portfolio should be lower than if you were 100% invested
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Reading time: 5 minutes Emerging markets no longer only for the brave Some time ago, investing in emerging market companies was not for the faint of heart. Sector exposures were very biased towards manufacturing and agriculture, while the economies these companies operated in were immature and often had structural issues. What’s more, investors brave enough
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Reading time: 5 minutes INDUSTRY RECEIVES ANOTHER $1B OF NET FLOWS AS IT INCHES TOWARDS $50B Falling U.S. equities slowed the rise of the industry this month, with 100% of growth coming from net inflows (+$990m) That said, the industry once again eked out a fresh record high, as it inches towards the milestone $50B mark
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Reading time: 4 minutes Video: Quick highlights Asset Class Performance – global equities power on Global equities were the best performing of our seven major asset classes* in April, while Australian equities also posted good returns. Supporting stocks was a better than feared US earnings reporting season, persistent low inflation and continued gradual improvement
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Reading time: 5 minutes Responsible investing is on the rise. According to the Responsible Investment Benchmark Report 2018 Australia, more than half of all professionally managed assets in Australia fall under a responsible investment umbrella. In years gone by, conventional wisdom was that acting in accordance with ethical principles involved a trade-off against portfolio returns.
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Reading time: 3 minutes Eating. It’s one thing we all do on a daily basis. But while we accept that food is an enjoyable staple of life, we typically give little thought to the investment opportunities that agriculture offers. Do you spread margarine on your toast, splash a little soy sauce on your rice, or
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Reading time: 4 minutes The surprise Federal election result has been positive for hybrids, and good value appears to remain in this sector. The market’s overreaction to franking credit fears, moreover, highlights the benefits of active management in this complex area. Fading overreaction to the Labor Party Policy When Labor initially announced their proposal to
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Reading time: 4 minutes The surprise Federal election victory by the Liberal-National Party (LNP) Coalition has upended many previously held beliefs and fears concerning Australia’s investment markets. This note outlines three key implications for investors along with some associated investment ideas for those who wish to conduct a post-election review of their portfolio. ScoMo’s Return:
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Reading time: 3 min The first quarter of 2019 saw investors continue to preference investing via the ETF structure compared to traditional mutual funds, which continued to sustain net outflows. Fixed income was most definitely the flavour of the quarter, as investors moved to a decidedly risk-off position in their portfolios. Within equities, North American
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Reading time: 5 minutes FIXATED ON FIXED INCOME AS INDUSTRY APPROACHES $50B MILESTONE The Australian ETF industry started the second quarter of 2019 where the previous quarter finished, with strong monthly growth which led the industry to once again hit a fresh record high, just shy of the milestone $50B mark. The industry ended April
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