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With the unexpected – or as one particular person described it “miraculous” – Coalition election victory, the storm clouds of dividend franking reform have cleared. So now we can sleep well at night knowing we can bank out franking credits, let’s have a look at...
eInvest will partner with independent investment managers based locally and globally to deliver a suite of Active ETF solutions Sydney, Australia (April 9, 2019) - eInvest, a distributor of Active ETF solutions founded by senior executives at the $5bn funds manager Perennial, has today announced the expansion...
If you’re keeping your money in the bank, you are going backwards financially. Unless you have committed say $100,000 to a term deposit over a three year period, for instance, you will be looking at an annual interest rate of around 1.5 per cent at the...
Key Points: Data suggests active investment grade fixed income managers generally outperform passive strategies Changes to underlying index composition is a key driver of active management outperformance Indexes composition changes over time which may lead to unwanted risks with passive strategies Passive strategies make even...
The year 2018 reminded us emphatically that some of the more exciting investment products available did a lot worse than some of the conventional ones, to the extent that cash outperformed most other asset classes in Australia. Shares? Real Estate? The list of underperformers is a...
A growing investment trend that is big in North America but still emerging in Australia is Life Cycle Investing. Life cycle investing aims to invest aggressively in savers’ early lives to reduce the risk of being left with volatile asset valuations in the lead up...
Looking at the question “hedged or unhedged” there are arguments both ways, mostly based on how the Australian dollar performs. In simple terms, if you think the Australian dollar is going to go up in value against other currencies, you are going to see your offshore...
In Australia, management fees charged to savers by investment and superannuation managers get a lot of air time but in fact they are actually less than half the story. The most important element for investors is not fees but net returns, i.e. what’s left for the...
There are several definitions of Alternative Investments but there’s one thing they are not: conventional mainstream investments such as shares, cash and bonds. They’re specifically designed to be as uncorrelated as possible to the usual “market”, that being shorthand for the sharemarket. If possible, Alternatives should...
Many investors make the mistake of putting all their financial eggs in one basket. If anything goes wrong with that one product or asset they are in serious trouble. That’s why, as their savings increase, they should diversify or widen out the type of their...
