Content provided by The Perth Mint Join Jordan Eliseo, Manager – Listed Products and Investment Research, The Perth Mint, as he presents a short webinar on recent performance trends in the gold market, as well as the likely impact of higher interest rates and inflation in the years ahead. Given recent market attention on cryptocurrencies,…
March 22, 2022
How investors can combat rising inflation
Content provided by Income Asset Management Rising inflation poses a huge challenge for investors and necessitates the need for higher yields to ensure portfolios and investment incomes are not declining. Building a 6% Bond Portfolio 6%pa yield — that’s the magic number many investors said they need to achieve their desired lifestyle. What stood out…
March 22, 2022
Green growth: Australian landscape for renewable energy investments
Content provided by ITP Development Global political action, extreme weather events, technological breakthrough and changing consumer sentiments have shifted climate-related risks into an investment fundamental for all. Corporations are having to assess the direct impact of climate-related risks on all business operations, financial standing and reputation. Meanwhile, SMSF trustees are seeking new ways to strengthen…
March 18, 2022
Did Active Managers Find Opportunities to Outperform? Year-End SPIVA Australia 2021 report
Content provided by S&P Dow Jones Indices As the global markets started to recover, the S&P/ASX 200 gained 17.2% in 2021. Did active managers find opportunities to outperform in this market environment? The SPIVA Australia Scorecard reports on the performance of Australian active funds against their respective benchmark indices over different time periods. In this…
March 16, 2022
Will rate hikes propel gold to all-time highs?
Written by Jordan Eliseo, Manager – Listed Products and Investment Research, The Perth Mint Gold prices have soared in recent weeks, with the conflict between Russia and the Ukraine at one point pushing prices back above USD 2,000 and AUD 2,800 per troy ounce (oz). The rally comes after a roughly 15 month period in…
March 2, 2022
A portfolio for all seasons
Written by Steve Johnson, Chief Investment Officer, Forager Funds What does the return of low-rise jeans, crop tops and yoga pants have in common with markets? One thing is confidence. With unprecedented mania for cryptocurrencies and share indices trading at all-time highs, it’s safe to say investors are feeling confident about the future. The second…
February 23, 2022
It’s all about interest rates
Written by Paul Miron, Managing Director, Msquared Capital From an economic standpoint, it certainly seems we are headed in the right direction. We are getting the upper hand in living with the virus, international borders are reopening, and Australia is once again welcoming tourists, students, and migrants. The RBA has modelled that unemployment is at 4.25%…
February 14, 2022
Academic Paper | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds. This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…
February 14, 2022
Research Summary | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds. This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…
February 14, 2022
Fact Sheet | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds. This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…