Patrick Poke

The last few years has been a golden age for LICs. Starting in 2013, the removal of commissions on unit trusts as part of the “Future of Financial Advice” (FOFA) reforms levelled the playing field. More recently, buoyant capital markets and fund managers looking for stable pools of capital have... Show More

Peter Rae

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 50 listed investment companies, listed investment trusts and active ETFs including commentary, investment views and ratings. We have coverage across a number of sectors and investing strategies and provide insight into performance, discounts and premiums... Show More

Peter Wilmshurst

In 2017, emerging markets delivered some of their best returns since 2009. However, a series of headwinds – which include a stronger US dollar, lower liquidity due to rising US rates, China’s attempts at deleveraging, and uncertainty surrounding trade – have now hit. This has meant some of those gains... Show More

Mark Christensen

Consumer electronics is an exciting category for consumers to shop. With the pace of change in the category, the lifespans of mobile phones, TV’s, headphones and computers is shrinking considerably, making our visits to electronic retailers increase from once every couple of years, to every year, or even several times... Show More

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Many global equities managers currently hold up to 70% exposure to US equities, but Peter Wilmshurst, Portfolio Manager of Templeton Global Growth Fund Ltd (ASX:TGG), says “that just doesn’t make sense. It’s a much broader world out there.” With the US market up more than 200% since 2009, while Europe,... Show More

Patrick Poke

There are a range of brokers and researchers who produce regularly monthly or quarterly updates on the LIC sector. While the quality and depth of the research available is excellent, providing complete coverage of over 100 companies and trusts takes can take several weeks. The LICs presented below are not an... Show More

A quiet AGM day in terms of numbers...A first strike at Slater and Gordon, a second strike at Templeton Global Growth Fund...the Daily AGM note has the details on a selection of AGM results and is updated through the day. You'll find today's note at this link Show More