Content provided by S&P Dow Jones Indices Genuine skill is more likely to persist, while luck is random and fleeting. Thus, one measure of skill is the consistency of a fund’s performance relative to its peers. The Persistence Scorecard measures that consistency and shows that, regardless of asset class or style focus, active management outperformance…
December 2, 2022
Issue 39: A recap on 2022 and a peak at 2023
It may seem a little premature to be writing about what happened this year, however let’s get in early as plenty of others will write on the subject as we cross over from 2022 to 2023. And of course, it’s always good to look back and see what was suggested for 2022 and how we…
November 28, 2022
Lessons learnt from crypto winters past
With every crypto winter comes crypto spring; you just have to hibernate and stay safe until then… If you’ve invested in crypto for the first time over the past two years, it’s likely that your investment is currently down from where you first bought in. Wondering why the price is stagnating? It’s called a crypto…
November 18, 2022
Extending your (investment time) horizons with thematic ETFs
Authored by Global X ETFs Thematics come in a large range of shapes and sizes in the investment world. ETFs can offer a simple and cost-effective tool by which SMSFs can access these themes. But how do you tell the structurally backed trends from the flimsy fads? Distilling down the basics of thematic investing will…
November 8, 2022
Eight questions to ask before investing in gold
Content provided by The Perth Mint Answers to these eight key questions may help you decide: 1. What is the role of gold in a portfolio? Diversification helps investors smooth out their returns during the ups and downs of financialmarkets. Gold is often recommended as a suitable way to diversify a portfolio because over time it tends to hold…
October 28, 2022
Issue 38: Australia gained 400,000 new millionaires and it has a lot to do with property!
Now I have your attention, that’s according to the Credit Suisse Research Institute’s Global Wealth Report released in September, now more than a year after the study was conducted. Another factor contributing to the growth in Australian millionaires is from stock market gains, which when added to those of property and other investments saw Australian’s’ average wealth…
October 26, 2022
Investing in Bitcoin and Cryptocurrency with your Self Managed Super Fund
The latest ATO statistics (June 2022 quarter) show over $1.3 billion of Self-Managed Superannuation Fund (SMSF) investment allocation is held in cryptocurrency assets. Whilst newly established SMSFs investing in crypto are being led by the 35-44 age group, so is it time to consider this alternative asset class to grow your retirement savings? With 1…
September 28, 2022
Issue 37: What will be the next big thing in investing?
With many commentators, be they financial journalists, investment managers or perhaps those around the Sunday barbeque predicting the next big thing… ‘will it be lithium to create batteries for EVs, biotech or ESG investing for social good or the return of small cap companies’… it may be time to reflect on where we are in…
September 27, 2022
Did Active Managers Find Opportunities to Outperform? Mid-End SPIVA® Australia 2022 report
Content provided by S&P Dow Jones Indices The latest Australian edition, the SPIVA Australia Mid-Year 2022 Scorecard, provides a number of interesting insights about the performance of active versus passive across active fund categories. Although the long-term performance statistics remain grim reading for fund selectors, the first half of 2022 contained some bright spots for…
September 14, 2022
Knowing how to read the cap rate essential for property investing
Content provided by Thinktank Written by Per Amundsen, Head of Research and Cullen Hughes CFO, Thinktank When self-managed super fund (SMSF) trustees consider acquiring commercial property, whether business or investment related, one of the terms they will consistently hear about is the “cap rate”, or capitalisation rate. The industry’s term for the net rental return…