Investment Articles

Showing 51 to 60 of 95 articles:
Kanika Sood
KANIKA SOOD  |  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. Read more
Nicole Connolly
NICOLE CONNOLLY  |  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. Read more
Mugunthan Siva
MUGUNTHAN SIVA  |  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 they have substantial exposure is likely to be ... Read more
Jason Huljich
JASON HULJICH  |  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 funding from their usual sources. This whitepaper ... Read more
Robert Stewart
ROBERT STEWART  |  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 (or below) the benchmark return. The difficulty ... Read more
Marcio Bogoricin
MARCIO BOGORICIN  |  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 have a business background in property or property-related ... Read more
Randal Jenneke
RANDAL JENNEKE  |  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 the same time, reasonable valuation levels only ... Read more
Liam Donohue
LIAM DONOHUE  |  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 recent years have not correlated with this high ... Read more
Jeremy Grantham
JEREMY GRANTHAM  |  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. Read more
Randal Jenneke
RANDAL JENNEKE  |  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. Read more