While it offers a good way to diversify your portfolio, the yield on cash is a shadow of its former self. However, it’s time to rethink this and take a fresh look at how recent innovations can achieve a more meaningful yield, without compromising liquidity or transparency. To find out... Show More
iShares is making important changes to its range of international ETFs to help you build better portfolios - subject to investor approval. Beginning June 2018, iShares is changing the way fourteen (14) of its international index iShares ETFs are listed on the Australian Securities Exchange (ASX). The benefits to investors... Show More
The Katana Australian Equity Fund (KAEF) is a long-only, actively managed investment fund that invests in a range of Australian listed companies. Since inception in December 2005, it has outperformed the All Ordinaries index by 163.7%, or 7.21%p.a. net of fees. Show More
Franking credits, income levels and home bias are just 3 reasons why Australian investors have such a love affair with domestic markets. However, with Australia’s top 6 yielding stocks providing approximately 50% of ASX200 Income, investors are exposing themselves to dangerous levels of concentration risk. Indeed if you held the... Show More
With strong returns over the past 12 months, it’s easy to be drawn toward microcaps with the potential of overlooking the risks. Mason Willoughby-Thomas, Portfolio Manager of the Ausbil MicroCap Fund, shares three checks that he runs to reduce the risk of investing in potential portfolio bombs. Show More
For exclusive insights on how to access the high yield bond market, come and hear directly from 20 industry leaders at FIIG’s High Yield Conference on Thursday 17th May at The Hilton, Sydney. Presenters including Bernard Salt, Stephen Koukoulas, and John O’Mahony will conduct a variety of sessions that will... Show More
Mark Landau, Joint Managing Director and Chief Investment Officer at L1 Capital, is familiar with protecting against the downside. His Long Short Fund has outperformed the ASX200 in every market sell off since it launched in September 2014. Show More
Preserving capital whilst maintaining real income in an inflationary environment is an important challenge for investors to consider. Andrew Lockhart, Managing Partner at Metrics Credit Partners, explains that unlike many fixed income assets where capital value falls as rates rise, the income received from corporate loans moves in line with... Show More
If you already own Hybrids you’ll be familiar with some of their benefits: attractive yields, access to franking credits and lower volatility relative to equities. However, as terms and conditions differ from security to security, Hybrids can be a complex and admin intensive asset class for investors. Show More
The allure of potential ‘multi-baggers’ can be irresistible, but only focussing on the potential upside is ignoring Warren Buffett’s number one rule, ‘don’t lose money’. Robert Luciano is Director & Portfolio Manager of VGI Partners Global Investments Limited (ASX:VG1), a new listed investment company that will begin trading on the... Show More
Magellan’s Global Trust (MGG) will shake things up when it hits the ASX next month with a range of innovative features not previously seen in the Australian listed investments landscape. It will be based on a high conviction, relatively concentrated global equities and benchmark agnostic mandate with a portfolio of... Show More
Diversifying away from the index is a significant challenge for many investors. The recent dominance of just a few industries means that many portfolios lack true diversification, exposing them to economic downtrends. Andrew Fleming, deputy Head of Australian Equities at Schroders, says it is time to think differently about investing.... Show More
Short-term wins make great headlines, but it's the long-term wins that make a real impact on a portfolio. Superior long-term compound growth is one of the key tenets at VGI Partners. Managing Partner, Robert Luciano, identifies lubricants manufacturer, WD-40 as an example of a superior long-term growth opportunity. Show More
Platinum is pleased to announce the forthcoming launch of two innovative new products. Two new managed funds, Platinum International Fund (Quoted Managed Fund) (ASX code: PIXX) and Platinum Asia Fund (Quoted Managed Fund) (ASX code: PAXX), will shortly be quoted on the Australian Securities Exchange (ASX), and are expected to... Show More
It is very difficult for investors to access the low-risk, high yield generated by corporate loans, as this is a business dominated by the big banks. Metrics Credit Partners is an experienced debt-specialist fund manager that gives investors the opportunity to access stable monthly income via the MCP Master Income... Show More
Financials dominate the ASX200, comprising 35.4% of the index. This compares to 14.7% of the S&P500. Andrew Fleming, Deputy Head of Australian Equities at Schroders, points out, they are a big part of the index - because they make a lot of money. Here he questions whether this will continue. Show More
Until now Australian investors have had limited ways to receive attractive, regular income, whilst also achieving true portfolio diversification. Metrics Credit Partners have just opened the IPO of the MCP Master Income Trust (ASX:MXT). Show More
In his most recent memo, Howard Marks took aim at passive investing, questioning a process that ignores both asset allocation and stock selection. In this short video, Martin Conlon, Head of Australian Equities at Schroders, echoes this sentiment and also discusses how a forward-looking approach can provide performance: “As active... Show More
Andrew Lockhart from Metrics Credit Partners provides an insight into the domestic credit market. It’s part of the financial system usually reserved for the ‘big banks’ who provide credit to large corporates looking to invest and expand their businesses. While credit is available it seems appetite for growth remains patchy. Show More
Australian listed companies represent only 2% of world share market capitalisation, yet Australian investors are overwhelmingly investing in domestic shares. Could your portfolio benefit from international diversification? Show More