Market Watch
Market Watch
Exchange-traded funds (ETFs) have become popular with investors due to their simple structure and comparatively low cost. Now, active exchange traded managed funds are available that utilise the same simple structure yet have the ability to respond to current market conditions. According to ASX there were 130 Exchange Traded Products (ETFs and similar products) listed...Read More
At its meeting today, the Board decided to leave the cash rate unchanged at 1.75 per cent. The global economy is continuing to grow, at a lower than average pace. Several advanced economies have recorded improved conditions over the past year, but conditions have become more difficult for a number of emerging market economies. China’s growth rate...Read More
What does the budget mean for investments?
May 21, 2016
Tax cuts, a superannuation concession wind back and increased fiscal deficit were significant outcomes of this year’s budget announcement – which occurred during the same week as the Reserve Bank of Australia’s (RBA) surprise rate cut. Our investment specialists provide insight into how these key economic events will impact specific asset classes, and the consequential...Read More
Three things to remember about market volatility
May 20, 2016
After a period of relative calm over 2012-2014 share market volatility has spiked over the last year as various worries about the global growth outlook intensified. With this renewed volatility a focus on risk in investing and a desire for safety has naturally come. In the video below, we consider the role of cycles, compound...Read More
The diverse nature of fixed income requires investors to consider their independent circumstances, objectives and preferences before making an allocation to this asset class. In this article, we discuss the types of investment solutions available and some key considerations around investment objectives and fund selection. Fixed income plays various roles within investor portfolios, depending on...Read More
Listed or direct infrastructure – why not both?
May 20, 2016
Listed and direct infrastructure equities can exhibit differing returns, volatilities and correlations. This article discusses how these asset classes perform relative to each other in an investor’s portfolio, focusing on the investment opportunities within each. Listed and direct infrastructure with the same economic exposures will behave similarly to changes in the economic environment. However, valuations...Read More
At its meeting today, the Board decided to lower the cash rate by 25 basis points to 1.75 per cent, effective 4 May 2016. This follows information showing inflationary pressures are lower than expected. The global economy is continuing to grow, though at a slightly lower pace than earlier expected, with forecasts having been revised down a little...Read More
A key way to navigate markets
April 12, 2016
During periods of low growth and volatility, relative exposure to different asset classes is more critical to investment returns than active security selection or choice of investment manager. In this article, we discuss the benefits and philosophy behind a dynamic asset allocation (DAA) investment strategy. DAA is used to actively adjust the split of investments...Read More
Four reasons to invest in infrastructure
April 11, 2016
Competition for infrastructure assets is set to intensify over the next 12 months, as it provides investors with the combination of stable yield and strong potential for capital growth – an attractive proposition for those seeking yield in a low-growth environment. In this article, we explore the growth potential of infrastructure and four of the...Read More
In the current low-growth environment, global listed real estate securities are uniquely placed to offer investors a good source of income. We’re also seeing the growth of public real estate markets creating opportunities for investors to access attractive returns while offsetting portfolio risk. We engage James Maydew in some Q&A to discuss why this asset...Read More