Content provided by Zagga Independent ratings house, SQM Research (SQM) has awarded a Four-star ‘Superior’ investment grade rating to the Zagga Investments Lending Trust, managed by Zagga Investments Pty Limited (Zagga). This rating means that the Zagga Feeder Fund is considered to be of a High Investment Grade – Suitable for inclusion on most APLs.…
April 9, 2021
Are Low Interest Rates a Risk to the Property Market and Economy?
Content provided by Msquared Capital Written by Paul Miron, Managing Director, Msquared Capital It is to the astonishment of most economists, politicians and property experts that we are experiencing an extraordinary V shape recovery. This week’s fundamental economic good news is that the unemployment rate has fallen to 5.8%, smashing everyone’s expectations. The property market…
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…
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…
October 29, 2020
Issue 16: The changing nature of Australian share indices
In our last instalment, we took a look at reporting season and asked how your SMSF portfolio survived? In that instalment, we looked at how there may be a two-tier reporting outcome for companies and sectors with some doing well and others not so well; introducing the concept of the ‘K’ shaped outcome. By now…
September 30, 2020
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Issue 15: How did your SMSF portfolio survive reporting season?
For income investors, a more important question may be; how does my future cash flow stack up now I know more following reporting season? Welcome to our third instalment this financial year and the first following a reporting season telling us a little more about how companies have fared during COVID-19 as they report their…