15
Dec

Debunking 3 myths about listed infrastructure

Did you know it takes 957 gallons of water to create a single Big Mac? Some 550 million Big Macs are consumed each year in the US alone. That’s a lot of water. But we simply wouldn’t have Big Macs without the infrastructure to filter and transport water to each part of the Big Mac production process.…
15
Dec

Where to find value in the real estate market

The so called ‘yield trade’, which has pushed valuations in the Australian real estate market across the various segments right up to their long term averages, will continue in 2018. Even though this ‘search for yield’ phenomenon has been playing out for some years – while interest rates remain low and investors to be pushed into riskier…
15
Dec

Active ETFs - the basics

An Active ETF is, most simply, a managed fund that is traded on a stock exchange such as the ASX. They are built like managed funds, but trade like shares, meaning that pricing is transparent and they can be bought and sold during any trading day just like ordinary shares. Active ETFs share many similarities with Exchange…
07
Dec

Investors found the 'sweet' spot in 2017

It was a good year for share market investors in 2017, particularly for those who overcame the fear of a potential market correction and maintained exposure to global listed markets. Looking back on share market and asset price performance generally, the combination of solid global growth and profits and yet low inflation and benign central banks created…
14
Nov

Are we in another 1990s tech bubble?

A quick look at the valuations of the so called FAANMG group of stocks – Facebook, Apple, Amazon, Netflix, Microsoft and Google – and it certainly feels like it we’re in a tech stocks bubble a-la the late 1990s.
14
Nov

4 steps to help protect portfolios against political risk

When Australia’s High Court ruled deputy prime minister Barnaby Joyce ineligible to sit in Parliament because of his dual New Zealand citizenship, the decision briefly sent tremors through equity and currency markets. It was a clear reminder that political risk matters to markets.
14
Nov

Could our mortgage monster become the Christmas Grinch?

The disappointing retail sales figures from the last quarter could be just the tip of the iceberg for those watching the retail sector heading into Christmas, reckons Dermot Ryan, AMP Capital’s Portfolio Manager – Australian Equities.
14
Nov

Rising energy costs are eroding retirees' financial wellbeing

Regardless of whether you think climate change exists or not, the flux when it comes to energy policies is having unintended consequences beyond high energy prices.
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