Articles

Investing

The paradox of investing

Written by Paul Miron, Managing Director, Msquared Capital In our July board meeting with our Chairman, we discussed a recent article, titled “Super Shake Up”, featured in the Australian Financial Review. It ranked the performance of the 50 largest ‘balanced’ (or ‘growth’)1 Superannuation Funds in Australia, with only 3 reporting an absolute profit (of 1.6%, 0.6%…

Investing

How to position your portfolio for stagflation

Content provided by The Perth Mint It’s hard enough to protect wealth in the current environment, let alone grow the value of your investments. The prospect of stagflation is the latest black cloud on the horizon – the challenges of which are worth familiarising yourself with. Stagflation is broadly defined as a period of high and rising…

InvestingProperty

Has the inflation genie escaped the bottle?

Written by Paul Miron, Managing Director, Msquared Capital For the past 40 years, inflation in the western world has not triggered any emotion…until now. Naturally, the question we must ask is: What exactly has caused the sudden panic, fear, and obsession with the subject of inflation? In central banks’ pursuit of taming inflation, we have seen…

InvestingProperty

SMSF sector is in healthy shape based on ATO numbers

Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank It’s a well-worn saying, “the devil is in the detail”. Only, in this instance, when it comes to the ATO’s self-managed super funds (SMSFs) statistics, the angel is in the detail. That’s the only conclusion that can be drawn from the regulator’s latest…

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…