Subscribe to get our latest investment news and insights straight to your inbox.
Is my fund manager doing a good job? Fund managers play an important role in the provision of secure retirements for millions of Australians. So it is important to be able to assess whether a fund manager is doing a good job on behalf of investors....
What are Fixed Income Securities? A fixed income security is a type of debt security that pays interest over a certain period of time. The simplest way to look at understanding fixed income security is to think about it like a loan, with you being the issuer...
The goal for many people is to earn money on the side, while they go about their daily lives. For the most part, this is known as having a passive income and many have the goal of using this cash flow to achieve financial independence...
Why do I invest? The simple answer would be “to make my money grow” but upon reflection, the reasons for investing are more nuanced and have everything to do with defining my own future. I invest because I work too hard to not have my money...
Incorporating Environmental, Social and Governance (ESG) analysis into fixed income has progressed by leaps and bounds in recent years. While a thorough analysis of each of the key ESG themes takes place as part of a company review, at Daintree we are taking this a...
As the name Active Exchange Traded Funds (Active ETF) indicates, they are traded on a Stock Exchange like ordinary shares even though each Fund might very easily comprise more than 20 different stocks. That’s a significant benefit of Active ETFs for investors who don’t already have...
The Australia corporate credit market is a concentrated market with the majority of issuers within the financial sector. However, it gives access to private company issuers that investors would not normally be able to access through the equity markets. These private company issuers are typically...
In a perfect world an investor in Australia would hold a four-box portfolio of investment assets featuring Australian shares, international shares, fixed interest and cash in approximately equal measure. This provides that most important element of investment, diversification. Far too many people don’t pay enough...
The legendary investor Warren Buffett once said that it is only when the tide goes out that it is revealed who has been swimming naked. We think this aphorism is particularly apt when considering the US Federal Reserve’s quantitative tightening (QT) programme. There has been...
Traditionally, when seeking income, investors have turned to fixed income investments such as term deposits or bonds. However, persistently low interest rates have seen investing in higher yielding stocks become an increasingly popular strategy for investors seeking to generate an income stream. For example, according to...
