Investing

Investing

Time to End Rate Hikes!

Written by Paul Miron, Managing Director, Msquared Capital It is time to say it – Enough is Enough! We do not need any more rate increases! The official RBA Cash Rate has increased for the 10th consecutive time – unprecedented in our modern economic history. We have now reached a stage where it is becoming unnerving…

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Issue 42: Is it back to the roaring ’20s again?

The Roaring ’20s, and I’m talking the 1920s, was a decade of economic growth and widespread prosperity. It followed the ‘Spanish Flu Pandemic’ which lasted two years, over a number of waves between February 1918 to and April 1920. Sound familiar?  The decade following was a period of strong economic growth and technological change. Most…

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Does investing in silver stack up

Content provided by The Perth Mint Gold tends to get all the glory when people look for an investment with a low correlation to traditional assets such as stocks and bonds. But many invest in silver as an inflation hedge and to help protect the overall value of their portfolio in times of economic turmoil. One…

Investing

Economic Outlook 2023

Written by Paul Miron, Managing Director, Msquared Capital As the dust settles from our post-Australia Day celebrations, we ease into the New Year refreshed and invigorated with our resolutions and plans in motion. We begin to reflect on and update our personal and financial goals for the year and ponder the new year challenges for all…

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Issue 41: Thinking of getting started in investing or know someone who is? Consider the fundamentals first

Thank you for joining us again this year and for your interest and support over 2022. If you are joining us in 2023 for the first time, welcome and I hope you find these articles of interest and help. Just to reconfirm, these are my thoughts and ideas based on my experiences and are not…

InvestingProperty

CFR report finds LRBAs working well

Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank With little fanfare, the Council of Financial Regulators (CFR) recently handed down its report into “Leverage and Risk in the Superannuation System” – a form of credit almost exclusively used by self-managed super funds (SMSFs). It concluded “that borrowing by SMSFs through Limited…

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Australian Persistence Scorecard – Can investment results be attributed to skill or luck?

Content provided by S&P Dow Jones Indices Genuine skill is more likely to persist, while luck is random and fleeting. Thus, one measure of skill is the consistency of a fund’s performance relative to its peers. The Persistence Scorecard measures that consistency and shows that, regardless of asset class or style focus, active management outperformance…