InvestingInvesting InsightsInvestment Funds

Australian Persistence Scorecard – Can Active Funds Persistently Outperform?

Content provided by S&P Dow Jones Indices While comparing active funds against their respective benchmark indices is a typical practice to evaluate their performance, persistence is an additional test that can reveal fund managers’ skills in different market environments. We measure the performance persistence of active funds that outperformed their peers and benchmarks over consecutive…

InvestingProperty

There’s still life in retail

Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank It was December 2021, after nearly two years of lockdown, that the Thinktank Monthly Report struck a slightly more optimistic note about the retail property sector. To quote: “Retail continues to be showing initial signs of recovery and indications of a turnaround as…

InvestingProperty

Investing during extreme uncertainty

Written by Paul Miron, Managing Director, Msquared Capital As we return to work after a Federal Election and the appointment of a new government, there still seems to be no end in sight regarding the war in Ukraine…not to mention an energy crisis, world food shortages, supply chain issues…COVID-19…and rising costs of living, with persistent high…

Investing

How gold ETFs keep fees and costs low

Content provided by The Perth Mint As with all managed funds, gold ETFs incur costs and fees charged to their investors to cover the expenses of operating the product on a regulated exchange.  Unlike most other ETF products, which tend to have some cash in them as part of the portfolio of assets owned on…

InvestingInvesting InsightsInvestment Funds

Bringing ESG Considerations to Australian Strategies

Content provided by S&P Dow Jones Indices This paper will demonstrate the potential improvements in environmental, social and governance (ESG) characteristics that are reflected in ESG benchmarks versus traditional market-capitalization-weighted benchmarks in a hypothetical group of Australian equities. We explore how various sustainability-focused indices might provide improved ESG characteristics, while maintaining comparable sectoral and country…

InvestingProperty

International Investing Webinar – Why beaten- up sectors are an interesting playground

Content provided by Forager Funds In the May International Shares Fund webinar, Forager’s Steve Johnson, Chloe Stokes and Harvey Migotti discuss a range of topics, including: The latest developments in global share markets; Fund performance and what’s new for the portfolio; and What beaten up sectors and stocks we’ve been keeping an eye on. Content…

Investing

Benefits of holding gold in Australian dollars

Content provided by The Perth Mint Gold prices have risen to more than USD 1,950 per troy ounce (oz) in early March as the conflict in Ukraine, heightened inflationary concerns, and slowing economic growth combine to reignite demand for the trusted safe haven. These events have seen a return to inflows for global gold ETFs, with holdings increasing by…