Content provided by S&P Dow Jones Indices An index provider is a specialized firm that is dedicated to creating and calculating market indices and licensing its intellectual capital as the basis of passive products. Click here to download the full article. This series explores indices-related topics ranging from the basics of indices and their applications…
May 2, 2017
What can my SMSF invest in?
The legislation does not expressly state what types of investments an SMSF can invest in, although there are some regulatory limitations. Two of the main rules are the ‘sole purpose test’ and investments being ‘arm’s length’. The sole purpose test holds that all investments must be maintained for the sole purpose of providing retirement benefits to members…
April 13, 2017
Apple Inc – Looking beyond the device game
Content provided by Magellan Apple Inc (‘Apple’) is amongst the largest companies in the world. The company enjoys strong brand recognition globally and extensive market penetration for its flagship products, most notably the iPhone. While speculation around the success of Apple Watch, Apple TV, iPad, or even the likelihood of an Apple Car often captures…
March 22, 2017
Index Literacy – An Investor’s Guide to Indices (Chapter 1)
Content provided by S&P Dow Jones Indices Whether you’re looking to track a market’s performance, evaluate your portfolio, or invest in index-linked investment products, indices are indispensable financial tools. Click here to download the full article. This series will explore 101-level topics ranging from the basics of indices and their applications to the core concepts…
March 21, 2017
What is a toll road worth?
Content provided by Magellan We often observe generalist market commentators suggesting that the share prices for toll roads and infrastructure stocks are stretched. Analysis of these conclusions suggest that they are underpinned by crude valuation measures that fail to account for the unique characteristics of these assets. In this note, we talk about our approach…
January 27, 2017
Infrastructure Investments: Investing in Airports
Content provided by Magellan Whether you’re parking your car, walking through the duty free or boarding a plane for your vacation, the airport experience is familiar to many of us. Airports are now very much an essential component of infrastructure to most modern economies. Today, airports around the world collectively cater for more than three…
Index Literacy – Index Access Via Products (Chapter 3)
Content provided by S&P Dow Jones Index-linked investment products make passive investing possible as they come in many shapes and forms. Click here to download the full article. This series explores indices-related topics ranging from the basics of indices and their applications to the core concepts of passive investing, and will feature the following chapters;…
December 9, 2016
Wider global choice for SMSF investors
Content provided by Magellan Australian investors now have easier access to international shares. Self-managed superannuation fund (‘SMSF’) investors are increasingly aware of the benefits associated with portfolio diversification and are looking to allocate a greater portion of their portfolios to international equities. Although Australian shares have historically been high yielding and benefit from franking credits,…
Indexing 101: Three Reasons to Consider Index Funds
Content provided by S&P Dow Jones Indices Written by Priscilla Luk, Senior Director, Global Research & Design, S+P Global Index-based investing involves choosing investment products that track or mirror a market or segments of a market, such as the S&P/ASX 200. The goal of investing with an index-linked product is to achieve the same return…
November 11, 2016
The Technological Arms Race: Implications for Investors
Content provided by Magellan Written by Hamish Douglas, CEO, CIO, and Lead Portfolio Manager, Global Equities In December 2009 I wrote that “we are in the business of investment and not speculation”. To be in the business of “investment” is to have a mindset that when purchasing shares on stock markets, you are buying an…