FS Private Wealth - Investment Articles

Investment Articles

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 ... 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 ... 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 ... 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 ... 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. ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

Concentrating in risk and the equity investor

NICHOLAS CREGAN | 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 ... Read more

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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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. ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


Myer Foundation backs new strategy KANIKA SOOD Myer Foundation and the Australian Government's Clean Energy Finance Corporation are among the early investors in a global manager's new Aussie equities strategy.	Forrests donate $655m to foundation KANIKA SOOD Mining magnate Andrew Forrest and wife Nicola have donated $655 million to their philanthropic foundation.

Tribeca partners for new fund, hires lead KANIKA SOOD The Sydney boutique has partnered with an advisory firm to launch a new fund that will invest in Asian credit.	Australia's wealth takes half trillion hit HARRISON WORLEY Latest research shows Australia lost close to half a trillion dollars in wealth at the end of 2018.

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The long game

LISA GEORGE
GLOBAL HEAD
MACQUARIE GROUP FOUNDATION

The Macquarie Group Foundation is set to give out the largest philanthropic award in its history. Its global head Lisa George spoke to FS Private Wealth about how the company leverages its resources to affect long-lasting change.

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Anna Hacker

National Manager

FS Private Wealth

How to safeguard your estate

If you live in New South Wales or have assets connected with that state, your estate can be susceptible to a notional challenge after you pass away. Writing ...

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Justin Tyler

Director

FS Advice

Positioning portfolios for a late cycle environment

As Rudy Dornbusch said in 1997: "None of the U.S. expansions of the past 40 years died in bed of old age; every one was murdered by the Federal Reserve." ...

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Mervin Reed

Director

FS Advice

The life insurance industry in Australia is in trouble

The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...

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Simon Duckett

Adviser

FS Private Wealth

Ten investment lessons for non-profits (Part two)

September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC).

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