Written by Gareth Brown, Portfolio Manager, Forager Funds If you’ve listened to the latest episode of Stocks Neat, you’ll know that Steve, Harvey and I were in the States recently on our first business trip in more than two years. The goal was to meet with various management teams and see what’s happening on the…
Written by Paul Miron, Managing Director, Msquared Capital Amidst a war in Eastern Europe, our central bank is grappling with the impacts of a rising cost of living, a severe energy crisis (not experienced since the 1970s), official inflation hitting 3.5%, and lastly, COVID-19 and its variant accomplices. This is not to mention the constant heartaches…
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,…
Next month following the Easter break, close to 1000 SMSF professionals will gather in Adelaide over two and a half days to attend the SMSF Association National Conference. Those attending will cover the spectrum of the SMSF and investment industry including those that are involved in providing investment and insurance advice, accounting support along with…
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…
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…
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…
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…
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…
In last month’s article – ‘What will 2022 bring for your SMSF?’, we looked at what may be on the cards for this coming year. No predictions, just a number of observations at a high level. On our list was share market volatility and a range of potential drivers that could see it continue following…