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:…
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…
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…
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…
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Since Limited Recourse Borrowing Arrangements (LRBAs) took effect in 2007, they have never been far from controversy. First, the Cooper Review put them under the microscope in its 2010 final report, suggesting future scrutiny without calling for an outright ban. Four years later,…
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…
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Rather like those old bar room debates between Holden and Ford enthusiasts, strongly held opinions prevail on either side of the equities versus commercial property investment debate. Although advocates of equities enjoy bragging rights with recent relative performance, commercial property has proved extremely…
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,…
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,…
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,…
Enjoy the control and flexibilty that comes with managing your own super.