Content provided by The Perth Mint Written by Jordan Eliseo, Senior Investment Manager, The Perth Mint Despite its recent pullback, gold is well and truly back on the investment radar with the price rising above AUD 2,200 per troy ounce for the first time ever in 2019. To the year end in October, the price…
November 14, 2019
Investing in infrastructure and property, should investors invest in listed or unlisted vehicles?
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank It’s entirely in keeping for former Labor Treasurer and Prime Minister Paul Keating to call a spade a shovel. In an interview to celebrate 50 years since he was elected to Parliament in 1969, he said monetary policy (cutting interest rates) had run…
October 22, 2019
Income and high yield investment trusts
Content provided by Thinktank Join Peter Vala, General Manager Partnerships and Distributions and Per Amundsen, Company Secretary, Thinktank as they discuss the how high yield investment trusts may form part of an SMSF investment portfolio. Presented by: Peter Vala, General Manager Partnerships and Distributions and Per Amundsen, Company Secretary, Thinktank. Facilitated by: Lauren Ryan, Business…
October 15, 2019
An Introduction to Bonds
Content provided by OTG Capital Written by Ray Trevisan, Director, OTG Capital Pty Limited Cash or shares – Shares or cash Why are these the only 2 asset classes I seem to hear about in my travels and discussions with investors of all persuasions? There are actually 5 asset classes: Cash – liquid and powerful…
October 1, 2019
Is it time for SMSF Trustees to seriously consider investing in bonds/credit funds for income?
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank For investors, it’s become the new “barbeque stopper” – where to find yield with a cash rate at one per cent and the Reserve Bank dropping hints like confetti that it’s more than willing to cut them again to stimulate the economy. It’s…
June 27, 2018
Consumers are driving China’s economic growth – and foreign investors have noticed
Content provided by Magellan But foreign companies face new political risks when pursuing Chinese consumers. However, as the prices of property continue to rise in Australia, the affordability of property may be out of reach for many SMSF trustees particularly when there is a need to consider the risks with the lack of diversification should…
March 16, 2018
The Active Versus Passive Debate in Australia – How did Australian active funds perform in 2017?
Content provided by S&P Dow Jones Indices The S&P Index Versus Active SPIVA® Australia Scorecard reports on the performance of actively managed Australian mutual funds against their respective benchmark indices over 1-, 3-, 5-, 10-, and 15-year investment horizons. There is no consistent trend in the yearly active versus index figures, but we have consistently…
October 5, 2017
Why did the majority of A-REIT funds outperform in the past 12 months?
Content provided by S&P Dow Jones Indices In the mid-year 2017 S&P Indices Versus Active (SPIVA®) Australia Scorecard (available here), the majority of Australian funds underperformed their respective benchmarks across most categories, similar to previous scorecards. More than 80% of Australian Mid- and Small-Cap funds underperformed the S&P/ASX Mid-Small over the past 12 months. In…
July 5, 2017
Index Literacy – Who’s Behind the Index? (Chapter 2)
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…