Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Amid perceptions of near-empty retail malls and reports of high-quality office tenants preparing to sub lease huge swathes of space, investing in commercial property would not seem to be for the faint hearted. Sentiment, of course, has not been helped by pandemic lockdowns,…
February 25, 2021
Live webinar: Finding hidden value in volatile markets, And what we’ve learnt from February’s interim results season…
Content provided by Magellan Asset Management Ltd This is an upcoming webinar from Magellan Asset Management, which you can register for using the button below. Date: 9 March 2021 Time: 11:30am (AEDT) Against a backdrop of heightened economic uncertainty and ever-falling interest rates, Australian investors have flocked to “quality”: paying higher multiples across the board for the…
February 17, 2021
2021 – Can we Expect the Unexpected again?
Content provided by Msquared Capital Written by Paul Miron, Managing Director, Msquared Capital For savvy investors, including property and mortgage investors, the new year traditionally starts with reading bold economic and property predictions by our favourite fund managers and economists trying to foresee “what lies ahead for the coming year”. If 2020 taught us anything,…
February 1, 2021
SMSF resilience continues to surprise commentators
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank The resilience of the self-managed super fund (SMSF) sector still surprises some financial market commentators. Although the sector now comprises the largest super sector – $733 billion at 30 June 2020 – it is still subject to a level of unwarranted scrutiny considering…
January 29, 2021
Magellan ‘In The Know’: The rise and challenges of China – former CIA China analyst shares his views
Content provided by Magellan Asset Management Limited China’s continued rise as a global economic powerhouse has met with increasing caution and push-back from the Western world, not least from the United States during four turbulent years under President Trump. Now, with Joe Biden in the White House, we discuss how the new administration will approach…
January 21, 2021
Australia Persistence Scorecard: Mid-Year 2020
Content provided by S&P Dow Jones While comparing active funds against a benchmark index is a typical practice used to evaluate their performance, persistence is an additional test that reveals fund managers’ skills in different market environments. In this report, we measure the performance persistence of active funds that outperformed their peers and benchmarks over…
January 6, 2021
Residential housing has appeal to SMSF trustees
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Residential housing is an asset class that has growing appeal to self-managed super fund (SMSF) trustees. At 30 June 2015, they held $23.1 billion in this asset class, a number that had increased 69 per cent to $39.1 billion at 30 June 2020,…
December 17, 2020
Issue 18: 2020 in review and what it means for your SMSF in 2021
I’m sure there will be much discussion on the outcomes of the last 10 months of 2020 through December and into early 2021. If I had any idea of what a story that reflected on 2020 would look like a year ago, there may have been only one discussion point that I would have been…
November 30, 2020
Issue 17: The investment emotional cycle
Quite often a discussion about the investment emotional cycle starts as markets tend to head south. I recall a number of media articles circulating earlier this year following the February market correction. The basis of these discussions is often to provide hope that after the crash comes the correction and it’s true to say, that…
November 11, 2020
How Lowe can you go?
Content provided by Msquared Capital This week marked one of the most controversial Australian Economic events, officially entering into the Quantitative Easing (QE) club. The first week of November commences with the Melbourne Cup and it traditionally marks the start of the silly season, with the realisation that Christmas is only a few weeks away…