InvestingInvesting InsightsInvestment Funds

Australian Persistence Scorecard – Can investment results be attributed to skill or luck?

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…

Alternative investmentsDiversificationInvestingNewsPortfolio Construction

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…

Alternative investmentsDiversificationInvestingNewsPortfolio Construction

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…

InvestingInvesting InsightsInvestment Funds

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…

InvestingProperty

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…