Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Those thinking that life for the retail sector will return to normal after COVID need to think again. E-commerce has a 26-year track record – Amazon sold its first book online in 1995 – and globally the online retail market is expected to…
August 19, 2021
Forager’s 2021 Investor Roadshow available for replay
Content provided by Forager Funds The 2021 Forager Investor Roadshow enables investors to gain an overview of the past year. It was a great opportunity for the Forager team to provide investors with an overview of the past year, an outlook for next year and answer questions during a live Q&A. With the 2021 Financial…
August 6, 2021
Why the non-bank sector appeals to SMSFs
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank The numbers are revealing. According to the consultancy firm Plan1, the non-bank lending sector’s slice of the commercial real estate debt market is set to grow rapidly over the next three years to an estimated $50 billion by 2024. As the banks, especially…
July 28, 2021
VGI Partners Global and Asian Investments
Content provided by VGI Partners VGI Partners is a global equity manager with concentrated strategies comprising long investments and short positions in Global, and Asian listed securities. With offices located in Sydney, New York, and Tokyo, VGI Partners offers two listed investment strategies: VGI Partners Global Investments (ASX: VG1) and VGI Partners Asian Investments (ASX:…
July 26, 2021
Red hot IPO market
Content provided by Forager Funds It’s been a red hot market for initial public offerings (IPOs) during the first half of 2021, with IPO activity being at its highest in the last 10 years. While a lot of these listings have been in the mining space, as they often are in Australia, another area with…
July 26, 2021
Issue 23: Psychology of selling or knowing when to hold and when to fold?
In last month’s edition, we talked about buy, hold or sell concepts and in fact that buy and sell decisions may be the result of two investors having a different perspective on the same investment; as one sees it as a buy and the other a sell, as logic suggests that for every seller, there…
July 19, 2021
Your 2021 new financial year SMSF health check
With a new financial year beginning, it is a perfect time to review your SMSF and give it a clean bill of health for the upcoming 12 months. The following list provides a series of considerations that you and your SMSF Specialist Advisor should review. 1. Take stock of your SMSF investment return and fees…
July 8, 2021
Higher interest rates … unlikely before 2022
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank There’s no question many self-managed super fund (SMSF) trustees have always been attracted to cash and term deposits. Quite clearly the capital security and liquidity they offer have consistently held strong appeal. Based on the latest ATO numbers to 31 March 2021, SMSFs…
July 8, 2021
It is confirmed “Australia is the lucky country” … backed by property
Content provided by Msquared Capital Written by Paul Miron, Managing Director, Msquared Capital The end of financial year normally marks an annual ritual of self-assessment of one’s investment portfolio performance relative to the market as well as creating financial goals for the next 12 months. A key takeaway from living through the extraordinary circumstances due…
June 30, 2021
Issue 22: Is it a buy, hold or sell…or something else?
Many of us will be familiar with the concept of a stockbroker, fund manager or analyst making a call on a stock; as to whether an investor should sit on it, if they hold it, sell it or buy it. Sometimes these are run as sessions, such as at seminars or published in investor newsletters…