Investment

Investment Articles

Addressing housing affordability in Australia

MATTHEW TOMINC | Comments | FRIDAY, 16 APR 2021

If there is one positive to take away from the past year, it is the importance of what we do together. The year 2020 revealed that the adverse impacts of a pandemic fall disproportionately on the most ... If ... Read more

Value is a philosophy, not a factor

RICHARD PZENA | Comments | MONDAY, 21 DEC 2020

Value investing is dead. Or so, the authors of a recent academic paper titled 'Explaining the Recent Failure of Value Investing' would have us believe. They claim value investing has detracted from returns ... Value ... Read more

The impact of COVID-19 on agriculture

MICHAEL BLAKENEY , PATRICK HAYDEN | Comments | FRIDAY, 13 NOV 2020

Many economists, much better positioned than we are, have provided forecasts on the future prospects of the global economy. Our simplified analysis leads us to believe that it is very possible that the ... Many ... Read more

Strength in relationships

DAVID ARCAUZ | Comments | FRIDAY, 17 APR 2020

Amid fierce competition in the private equity industry, forging solid relationships is pivotal in order to stay, according to Flexstone Partners managing partner David Arcauz. Over the last 20 years ... Amid ... Read more

A boat of one's own

KANIKA SOOD | Comments | FRIDAY, 17 APR 2020

With close to 60,000 kilometres of coastline and spots such as the Whitsundays and Hamilton Island, it's hard to fault an Aussie who has made some money and now wants to buy a boat. Over two million ... Read more

Investors' increasing allocations to unlisted infrastructure

NICOLE CONNOLLY | Comments | FRIDAY, 13 MAR 2020

Record-low interest rates and the increasingly uncertain equity market outlook are prompting many investors to seek new ways to generate reliable income returns. One beneficiary of this interest is unlisted ... Record-low ... Read more

The rupee as a diversifier

MUGUNTHAN SIVA | Comments | FRIDAY, 14 FEB 2020

Australian investors generally have significant exposure to the AUD (locally based investments like Australian-based shares, property, infrastructure, fixed income and cash. The other currency to which ... Australian ... Read more

New solutions to old funding challenges in a credit-constrained world

JASON HULJICH | Comments | FRIDAY, 17 JAN 2020

Intense scrutiny of traditional lenders and lending practices post-Royal Commission, combined with a challenging property market, has seen property investors, developers and builders struggle to secure ... Intense ... Read more

Finding alpha

ROB STEWART | Comments | FRIDAY, 15 NOV 2019

Seasoned investors understand that returns are a function of both beta and alpha. Beta being the component of returns derived from the benchmark return and alpha being returns generated over and above ... Seasoned ... Read more

Avoiding unintended equity risk

MARCIO BORGORICIN | Comments | FRIDAY, 18 OCT 2019

Real estate continues to be a core feature of families' investment portfolios globally. The opportunities for capital preservation and wealth creation, along with the fact that these families often ... Real ... Read more

Australia 2019 market outlook

RANDAL JENNEKE | Comments | FRIDAY, 14 JUN 2019

For the better part of the last two years, we have been positive about the broader economic outlook, confident that improving global growth and strong corporate earnings would drive markets higher. At ... For ... Read more

Successful small cap investing

LIAM DONOHUE | Comments | FRIDAY, 15 FEB 2019

The small companies sector is the birthplace of many of Australia's largest companies including names such as Realestate.com, Flight Centre and TPG Telecom. However, small cap market index returns over ... The small ... Read more

Career risk and Stalin's pension fund: Investing in a world of overpriced assets?

JEREMY GRANTHAM | Comments | FRIDAY, 13 JUL 2018

At GMO these days we argue over three different pathways to a similar dismal 20-year outlook for pension fund returns. James Montier thinks it is likely that we will have a very sharp market break in ... At ... Read more

The outlook for Australian equities offers plenty of encouragement

RANDAL JENNEKE | Comments | FRIDAY, 23 MAR 2018

When thinking about investing in Australian equities, it helps to consider the global context. Read on to discover how headwinds in the local economy are potentially being offset by offshore growth. When ... Read more

Active management

QIC LIMITED | Comments | FRIDAY, 19 JAN 2018

Active and passive investing are complementary, not at loggerheads. They serve different purposes within portfolios. Active and passive investing are complementary, not at loggerheads. They serve ... Read more

Flaws in emerging market strategies

MUGUNTHAN SIVA | Comments | FRIDAY, 10 NOV 2017

Investors have experienced a stark mismatch between expectations and reality when it comes to emerging market investing. The theoretical prospect of high growth and uncorrelated returns has unfortunately ... Investors ... Read more

Investing in line with your values

SIMON O'CONNOR | Comments | FRIDAY, 14 JUL 2017

Has the Australian finance industry all turned to ethical investment? Not quite. There are two very distinct camps here that are often conflated in the discussion around responsible and ethical investment. Has ... Read more

Into the unknown

ANDREW BALLS , JOACHIM FELS | Comments | FRIDAY, 28 APR 2017

A U.S. President Donald Trump, a euphoric market response and a resounding "No" to Italian constitutional reform - the stage was perfectly set for lively discussions when PIMCO's investment ... A ... Read more

Owning the future

GEOFF WILSON | Comments | FRIDAY, 28 APR 2017

Wilson Asset Management chair Geoff Wilson talks to Alex Burke about his investment philosophy, going all the way back to reading the "numbers page" in his father's newspaper. Wilson ... Read more

Opportunities arising from financial reform

DANIEL IVASCYN | Comments | TUESDAY, 3 JAN 2017

In the following Q&A, PIMCO group chief investment officer Daniel J. Ivascyn discusses the investment opportunities arising from these reforms and how PIMCO is allocating resources in an effort to ... In ... Read more

Investing for non-profits

SIMON DUCKETT | Comments | TUESDAY, 3 JAN 2017

Investing reserves on behalf of a foundation, charity or non-profit organisation is a tremendous privilege, and one that comes with significant responsibility. Investing reserves on behalf of a ... Read more

Spurn the supernova and fight your fear of fixed income

JEFFREY GROW | Comments | FRIDAY, 20 MAY 2016

Fixed income has delivered positive absolute returns to investors for the past 25 years. With global yields at record lows, bond market Cassandras proclaim the formation of a supernova, warning of the ... Fixed ... Read more

Bridging the gap

MARK SMITH | Comments | FRIDAY, 20 MAY 2016

Named one of TIME magazine's 100 most influential people, Ariel Investments president Mellody Hobson is fast establishing herself as one of the most compelling figures in the global finance industry. Named ... Read more

Harnessing the power of alternative beta in a modern portfolio

MARK SMITH | Comments | WEDNESDAY, 10 JUN 2015

With higher fees, lower liquidity and ever-transforming risk profiles, traditional hedge fund strategies are attractive to only a handful of institutional investors. But with fixed income markets serving ... With ... Read more

The importance of macro investing

GORDON BROWN | Comments | WEDNESDAY, 10 JUN 2015

Investors often wish to distill the idea of risk into a checklist of financial equations and Greek alphabetical letters, with a view of quantifying the unquantifiable. Risk is popularly defined using ... Investors ... Read more

Concentrating in risk and the equity investor

NICHOLAS CREGAN | Comments | WEDNESDAY, 10 JUN 2015

The value of women

STEPHEN MACDONALD | Comments | WEDNESDAY, 10 JUN 2015

The term 'Glass Ceiling' is one with wide currency. A Google search of the term delivers over 50 million results. Yet oddly, amongst these, the Oxford Dictionary defines the Glass Ceiling as ... Read more

The benefits of ETFs to the tax-aware investor

AMANDA SKELLY | Comments | THURSDAY, 16 OCT 2014

Reduced tax bite and tax defferals Investors can seek to maximise the impact of capital gains taxes by choosing tax-efficient investment products and keeping an eye on investment costs. Among their many ... Reduced ... Read more

Low volatility investing revisited

R.DINO DAVIS | Comments | THURSDAY, 16 OCT 2014

Interest in reducing volatility and de-risking investment portfolios has grown for both individuals and institutional investors caught in the maelstrom of the 2008 financial crisis and the ensuing investment ... Interest ... Read more

A Guide To Direct Bond Investing: By Investors, For Investors

MARK SMITH | Comments | THURSDAY, 16 OCT 2014

FS Private Wealth associate editor Mark Smith met with NAB fixed income experts and two of the bank's private wealth clients to find out how bonds can help high net worth investors reach thier objectives ... FS ... Read more

Absolute Return: A Diversifier to Traditional Fixed Income Portfolios

BEN STEINER | Comments | WEDNESDAY, 21 MAY 2014

Why absolute return makes sense now The current interest rate environment presents an inflection point for investors: anticipating that interest rates will move higher but at the same time cognisant ... Read more

Against the grain

MARK SMITH | Comments | WEDNESDAY, 21 MAY 2014

Mark Smith speaks to Kerr Neilson on his views about managing wealth, philanthropy, Chinese art and his contrarian approach to investing. The Neilson family certainly isn't afraid to go against conventional ... Mark ... Read more

Liquid Alternatives: An Important Component of Diversified Portfolios

TODD MILLAY | Comments | TUESDAY, 5 NOV 2013

Liquid "alternative" assets are an important component of the diversified portfolios we construct for our clients. In this paper, we describe the key attributes of liquid alternatives and explain ... Liquid ... Read more

What Role for Emerging Markets After the Sell-off

RAMIN TOLOUI | Comments | TUESDAY, 5 NOV 2013

"Is now the right time to buy?" This is the question that is - and should be - on the minds of investors after the sharp movements in financial markets that began in May. Virtually no sector ... "Is ... Read more

Healthcare remedy to gloomy IMF diagnosis

TOM STEVENSON | Comments | TUESDAY, 4 JUN 2013

Why an increase in global healthcare spend from $6 trillion in 2010 to $10 trillion in 2020 means the healthcare sector is one investment opportunity not to be ignored. The International Monetary Fund's ... Why ... Read more

Thomson Reuters and Crescent Wealth Launch Islamic Investment Index

Comments | TUESDAY, 4 JUN 2013

How well do you know Islamic investment? Thomson Reuters and Crescent Wealth, the Australian Islamic investment manager, have launched an Islamic investment index for Australia to help open up this resource-rich ... How ... Read more

Effective Tax Management for Investment Portfolios

PETER REED | Comments | TUESDAY, 4 JUN 2013

Australia's high marginal tax rates combined with the unique concessional attributes of the taxation system creates strong incentives for private wealth holders to focus on taxation issues as a very ... Australia's ... Read more

Alternative Investments: Chasing Yield

MARK SOWERBY | Comments | TUESDAY, 4 JUN 2013

It is not surprising investors are chasing yield domestically and internationally. With the notable exception of Australia, most developed nations are offering interest on cash deposits below the rate ... It ... Read more

Emerging Market Debt: The Growth in Inflows

JOHN MORTON | Comments | TUESDAY, 4 JUN 2013

Over US$12 trillion is currently invested in emerging markets (EM) debt. This is an asset class that is experiencing an increase in inflows and is receiving much attention from investors. Last year ... Read more

Wealth Warning

PETER DORRIAN | Comments | TUESDAY, 4 JUN 2013

If a year could come stamped with a health warning - or, better still, a wealth warning - then 2013 should carry one. Of course, many would say that this applies to bond markets, but it equally applies ... If ... Read more

The psyche of high stakes investing

JANE WATTS | Comments | MONDAY, 15 OCT 2012

BT Financial Group's Jane Watts answer questions on the psyche of high stakes investing. B ... Read more

Alternative investments: Chasing the puck

MARK SOWERBY | Comments | MONDAY, 15 OCT 2012

Mark Sowerby, managing director of Blue Sky Alternative Investments, takes a closer look at the Harvard Endowment Fund and compares the US experience on alternative investment with the Australian scenario ... Mark ... Read more

Why China, why now?

ANDREW DALRYMPLE | Comments | MONDAY, 15 OCT 2012

With Europe immersed in an ongoing crisis and the US economy barely keeping in positive territory, investors are continuing to look for attractive investments in international markets. After a recent ... With ... Read more

Understanding the Entrepreneur

SHANE GALLIGAN | Comments | MONDAY, 15 OCT 2012

Entrepreneurs have the extraordinary effect of shaping the industry they occupy, and as a result, have the contingent effect of generating wealth, creating employment opportunities and inspiring the ... Entrepreneurs ... Read more

The Family Office's Guide to Fund Manager Selection

RICHARD WILSON | Comments | MONDAY, 15 OCT 2012

This white paper emphasises the importance of putting fund managers through a rigorous selection process. Choosing the wrong fund manager could result in principal loss, unnecessary lock up of capital ... This ... Read more

Investing within the capital structure: the times they are a-changin'

MICHAEL DALE | Comments | FRIDAY, 18 MAY 2012

Bob Dylan was ahead of the times when he wrote his hit single and album in 1964 -- The Times They Are a-changin'. In the current investment climate, one thing is certain: the times they are a-changin'. Bob ... Read more

What is the appropriate asset allocation?

GEORGE BOUBOURAS | Comments | FRIDAY, 18 MAY 2012

Your asset allocation is your core driver of performance through your life cycle, or for an endowment / Not for Profit style fund, through many economic cycles. It is no surprise that the appropriate ... Your ... Read more

Understanding private equity's outperformance in difficult times

MARTIN SCOTT | Comments | FRIDAY, 18 MAY 2012

The comparison between investments in private and public equities has been a prevailing topic in many studies. The global financial crisis in 2008-2009 and most recently the European sovereign debt crisis ... The ... Read more

Investment management for family wealth

KRIS VOGELSONG | Comments | FRIDAY, 18 MAY 2012

Families of wealth have a unique set of investment management needs, and family wealth dynamics. While no two families are alike, common characteristics for families of wealth often include: the multi-generational ... Families ... Read more

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