Trump versus Mexico, US Nil: Mexico 1
The real implications of a renegotiated NAFTA The US has more to lose from President Trump’s initial tough North American Free Trade Agreement (NAFTA) stance than its neighbours, according to the investment manager of the King Irving Sura Pacific Alliance Fund, which may partly explain Trump’s subsequent softening on the issue and the opportunities it
May 18, 2017
The less we use cash, the more money we spend
Australians are leaving cash behind for the convenience of electronic payments. This may not be good news for our financial wellbeing, Moneysoft’s Jon Shaw reports.
May 18, 2017
There’s a better way to cool off the housing market
If the Treasurer doesn’t want to scrap negative gearing altogether, a policy restricting the tax deductibility of construction cost to new properties would make sense.
May 18, 2017
Similarities to 1999 for tech stocks – but differences, too
The most dangerous words in investment are ‘it’s different this time’. But there are good reasons to think tech stocks aren’t on the precipice now, the way they were 18 years ago.
May 18, 2017
Investec Australia Property Fund continues to deliver
IAPF delivers 6.2% distribution growth in AUD while property portfolio has grown to AUD 779 million Full year highlights: • Full year distribution of AUD 9.74 cents per unit pre WHT – growth of 6.2% in AUD • AUD 264 million of quality and earnings enhancing acquisitions concluded during the year • Portfolio growth of
May 17, 2017
Retirees, investors should consider rising interest rates, more
DNR Capital is positioning for rising interest rates and an inflationary environment and is currently underweight the four major banks, property and Telstra. Recent support for bonds suggests the reflation trade might have run its course. However this is likely to be a short term bounce and bond yields have probably bottomed according to DNR
May 17, 2017
A look at what’s still to come from markets in 2017
With a sharp eye on developed bourses and Asia, three investors offer their insights on emerging trends in equity markets for the rest of the year.
May 17, 2017
Get ready for the future face of wealth management
In the first of a series of four articles, Koda Capital explores the collapse of wealth management as we know it – and how advisers can adapt.
May 17, 2017
Impact investing primed for growth in Australia & NZ
A new initiative, the Impact Investment Forum, has been launched today to support development of the growing impact investment market in Australia and New Zealand. The Responsible Investment Association Australasia (RIAA) has established the forum as demand and interest grows in impact investing across all sectors, including with government, philanthropy and the superannuation industry. Impact
May 16, 2017
Mercer sector surveys – April 2017
MERCER SECTOR SURVEYS – APRIL 2017 Global equity markets continued to drift higher in April 2017, led by growth and small cap stocks. The global economy has strengthened, reflecting the strongest and most synchronised growth since 2010 among developed and emerging markets. The International Monetary Fund (IMF) revised its 2017 growth forecast for the world
May 16, 2017
A confession from Dad leads to new, successful career choice
Hugh Robertson was going to be a barrister like his father, until his dad revealed that he had never really enjoyed his career much. That led the son down a different path.
May 16, 2017
