In Focus: Options for gearing with less risk
Margin lenders are keen to remind planners that by the time markets are soaring again it may be too late to get clients set. Full In Focus feature, Options for gearing with less risk, available here When sentiment in invest- ment markets turns, it can turn quickly. And there’s plenty of historical evidence to sug- gest
April 01, 2012
In Focus: Opportunity in mortgage trusts
As the Federal Government turns to the issue of meeting the income needs of retiring Australians, one sector of the managed funds industry designed to do exactly that is crying out for a review and reappraisal. Please CLICK HERE to download a PDF of this Special Report Mortgage funds, for so long the darlings of the income-and-capital-stability
April 01, 2012
In Focus: Investing in China remains a long-term game
It is impossible to frame an economic outlook and hence a long-term asset allocation picture for domestic or international assets without understanding what is taking place – and what may continue to take place – in China. Full In Focus feature, Investing in China remains a long-term game, is available here China is rightfully regarded as an
April 01, 2012
Plotting a path through
the maze of hedge funds
David Smythe explains why investors should not abandon hedge funds just because of their experiences since 2008.
March 29, 2012
Emerging markets have
a long way to grow
Last year was a tough one for global economic growth and markets I think we’re starting to see the early signs of at least the US economy turning a corner If we see a continued recovery in US housing, we’ll start to see a US construction-led recovery
March 27, 2012
Here be dragons: don’t lose your head in China
Professional Planner Online editor Andrew Starke this week reports from China as part of a group study tour hosted by Portfolio Construction Forum. Since 2006, Portfolio Construction Forum has led more than 80 practitioners on its Study Tour China program with many more attending similar weeks in Brazil, Russia and India.
March 26, 2012
Profits heading south as debt crisis continues
Despite the claims by many market analysts, global equities are not cheap because earnings forecasts are much too high. In his view, dividends are a better way of measuring valuations and on that basis equities are not cheap.
March 22, 2012
Market pulse key to investment health
Australia’s GFC fall was less severe than most and its recovery has been more tangible, but markets still require skill and a finger on the pulse, writes Alan Shields. Your pulse is one of the most important indicators of your health
March 15, 2012
VIDEO: Van Eyk warning on portfolio construction
Stephen van Eyk and prominent US academic Tobias Moskowitz have urged financial advisers to consider alternative investment strategies that reduce tail risk without necessarily diminishing returns. To hear from van Eyk, click on the video below.
March 13, 2012
Fair go under threat?
Leadership battles, Government rhetoric and billionaire scoldings … and we are only in March Now the Treasurer suggests the notion of a fair go is under threat. According to Mr Swan, Australia’s sense of a fair go is under threat.
March 12, 2012
Looming Greek default highlights policy challenge
The challenge for policy makers is to reduce debt while maintaining as much growth as possible. The recent Greek experience provides a stark example of how difficult this is The problem is, there is no consensus on what the optimal policy actions are.
March 08, 2012
Democracy comes to Aussie fixed income
A slew of new fixed income ETFs will soon be available to the Australian market following recent regulatory changes. Once launched, the iShares fixed income ETFs will track the popular UBS fixed income indices.
March 08, 2012
