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'Active management'. It’s a term, like many in the finance world, that is jargon for a simple concept. Simply put, active management is where decisions regarding an investment are made by the analysis of investment professionals, sometimes with quantitative tools to assist. Imagine you wish to...
Here are a few top reading tips for your summer from Stephen Bruce, Portfolio Manager, eInvest Income Generator Fund (Managed Fund) (ASX:EIGA). A fascinating book I read recently was “The new Tzar: The Rise and Reign of Vladimir Putin” by former NY times Moscow correspondent Steven...
There has been talk in the press over the last few months about whether tariffs will push the US economy towards higher inflation. We will address that question in a later post, but for now we address something more fundamental to bond investors – why...
EIGA Overview EIGA paid a distribution of 1.67 cents per unit in October. This was in line with our distribution estimate. The Australian market fell in line with offshore markets, to finish the month down -6.2%, bringing the total return for the last 12 months...
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]Investors benefit from getting away from their desks. While reading the financial press and dissecting company announcements and reports is important, I know I enhance my investment research when I get out of the office to meet with...
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...
Investors who are new to the bond market are often a little confused by the relationship between bond yields and bond prices. The yield on a bond has gone from 4% to 3%. Is that a good or bad thing? The answer is it depends. If...
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...
Imagine your favourite high quality product. It might be coffee beans, avocados, books by a famous author or a gadget. Now, imagine this reliable consumer product drops it’s price by 10%, 20% or more. What do you do? Option one: wait until it’s price goes back...
