Big global fund managers remain bearish nearly three months into 2019 despite the rebound in shares since the start of the year that has seen major markets up 10% to more than 20% (in the case of China).
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Chris Andrews, CIO of La Trobe Financial, gives Informed Investor some insights into the ways investors can achieve good cash-enhanced returns in the market at present, with particular focus on La Trobe’s 12-month Term Account.
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With the US economy looking increasingly vulnerable to a slowdown, it might be time to refocus your sights on Europe – 20% of the world’s GDP.
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This week has been a particularly important one in our offices as we have tried to answer the headline question – How much more downside is there left for property values?
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Growing support for higher taxes on the rich and greater government intervention in the economy suggest median voters have shifted to the left. Support for economic rationalist policies has fallen.
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Informed Investor Managing Director Tim McGowen looks into the product offering of wealth manager IPO Wealth.
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As we head into March and equity markets have staged one of the best starts to a calendar year, I question whether March can back up those gains of the first two months and as markets have unfolded along my expectations from October last year, I stick to my guns and say that this is a time now to “be careful”.
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Dividends are great for investors. They augur well for earnings growth, provide a degree of security in uncertain times, are likely to comprise a relatively high proportion of returns going forward and provide a relatively stable source of income.
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Stephen Arnold from Aoris Investment Management explains to Informed Investor his firm’s preference for proven and established businesses over the new hot stock on the block.
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Warren Buffett’s annual shareholder letter reveals a massive change in the way Berkshire Hathaway measures its performance.
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I strongly believe there is a massive yield crunch coming in Australia. We saw it post GFC in the US, and in the local slowdown this cycle it will surface here too.
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Saxo Bank’s Ole Hansen discusses whether gold can protect an investor in times of economic recession.
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Five key global charts to watch as to whether this will be the case are: global business conditions PMIs; global inflation; the US yield curve; the US dollar; and global trade growth.
Read MoreThese five great charts focus on critical aspects of investing: the power of compound interest; the investment cycle; the roller coaster of investor emotion; the wall of worry; & time is on your side when investing.
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A sharp slowdown in China would be a double whammy for the Australian economy coming at the same time as the housing downturn. But while it’s a risk it’s not our base case. Rather our outlook for China’s economy to stabilise and growth to pick up a bit in the second half implies a reasonable – but not spectacular – outlook for commodity prices
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Newcrest Mining (NCM) after its quarterly has quickly risen to be one of my favourite large-cap stocks as it benefits from the Australian dollar falling (gold is rising faster in local currency terms), better production numbers and lower costs (currently at US$720/ounce).
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A Q&A on the Australian housing downturn: what’s driving home prices down; how far will they fall; what’s the impact on the economy.
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At the start of every calendar year, everyone asks anyone what their best picks for the year are. Naturally, “best picks” usually refers to those ideas that will generate the biggest return but little if no attention is given to the volatility or the risk of that idea over the course of the year.
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Despite continued volatility, 2019 is likely to be better for diversified investors than 2018 was. Watch the US trade war, the Fed, global business conditions indicators, Chinese growth, politics and the Sydney and Melbourne property markets.
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In this Informed Investor video James McBeath, Portfolio Manager at Paradice Investment Management explains what is behind the current volatility in global markets and examines the macroeconomic factors set to impact markets in 2019.
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A more cautious Fed should provide some support for markets although more falls are possible into early next year before markets bottom and head higher as investors realise the US/global economy is not going into recession soon.
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The monthly survey from Bank America Merrill Lynch shows a deep bearishness now grips big global investors who have headed for safe havens like bonds.
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Douglas Isles from Platinum Asset Management explains how teamwork is just as much a key to success at the investment desk as it is on the sporting field.
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In this article, Michael Collins from Magellan Asset Management discusses how another eurosceptic and indebted country is testing Brussels’s power over the eurozone project.
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As 2018 draws to a close with continued volatility in global equity markets, consistent returns and solid long-term growth are becoming increasingly difficult to find. Steven Hall, Head of Direct Property at Australian-based fund manager Charter Hall, proposes Direct Property as an asset class that may fill that bill.
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Australian growth has slowed again and while local shares are still great for income, global shares are likely to remain outperformers for capital growth in 2019.
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After the turmoil of 2018, the outlook for 2019 comes with greater than normal uncertainty. Here are the main things to keep an eye on in the year ahead.
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The East Coast drought – now dipping into Victoria and the dry emerging parts of southern Western Australia – has seen Australia again cut its 2018-19 wheat harvest estimate to where it is now forecast to be the lowest since the GFC and the last big drought in 2008.
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Each of the pullbacks in the 2011 and 2015 were 1211 and 1294 points respectively. A pullback of the same magnitude in 2019 would generate a target of 5,000 which is in keeping with a natural correction.
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So will a near $C600 million, five year series of tax breaks help the Canadian print media sector which has seen the best part of a third of all journalism jobs disappear since 2010 – 3,000 alone from Post Media, the country’s biggest print group in the last six years?
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Typically, a super fund cannot borrow as per the SIS Act, however by meeting specific criteria, the loan can be allowed and is designated a “limited recourse borrowing arrangement”.
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Is an Impact Investing opportunity that promises gross yields of 16% pa or more too good to be true?
Read MoreThere are three developments that help add to our conviction that we are not going into a grizzly bear market.
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Given the rise in volatility in global markets since the start of October, especially in China facing and tech stocks, you’d expect big fund managers to be all gloomy and worried.
Read MoreWarren Buffett has made another major investment switch to match the surprise of his move into Apple nearly three years ago and the move into airlines two years ago.
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Getting your personal finances right can be a challenge. Here are 13 tips that may be of use.
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In this video interview with Informed Investor, Scott Kelly, Portfolio Manager at DNR Capital, explains what retirees can do to reduce their exposure to sequencing risk.
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In this video interview with Informed Investor, David Williams from My Longevity discusses the importance of longevity in the financial planning process.
Read MoreWith volatility rearing its head in October, the question remains as to whether this will normalise, or increase towards year end and into 2019.
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