Our high-level investment view for this year is that a combination of improving global growth boosting profits and still easy monetary conditions will help drive reasonable investment returns, albeit more modest than the very strong gains of 2019. This note revisits five charts we see as critical to the outlook. Chart #1 – Global […]
If you struggle to stick to a healthy diet, don't exercise regularly or can't make time for peaceful moments of rest, chances are you need a holiday – and don’t we all! The thing is, we often jet off to exotic shores only to overindulge in junk food, a few too many sunset cocktails and […]
When it comes to superannuation, most funds offer a range of investment options. If there’s one thing certain in life it’s change. And generally your attitude towards saving and investing will change as you get older. How your super is invested when starting your first job may not be the right approach when you’re approaching […]
https://w.soundcloud.com/player/?url=https%3A//api.soundcloud.com/tracks/724800409%3Fsecret_token%3Ds-wsdpL&color=%23ff5500&auto_play=false&hide_related=true&show_comments=false&show_user=true&show_reposts=false&show_teaser=true&visual=true%22%3E With interest rates at historic lows and concerns regarding valuations of equity markets, retirees often wonder what is the right strategy to generate sustainable income for the longer term? In this podcast episode, we speak with Dermot Ryan, Co-Portfolio Manager at AMP Capital, to discuss this timely topic. Author: Tim Keegan, Global Head […]
There are several global events and themes on our radar for the remainder of 2019 and moving into 2020. Those who recognise the utility of bonds in a broader investment portfolio should take note of these broader conditions. There have been strong gains for bonds in recent months, after a period of declines. An example […]
As climate strikes continue to take place around the world, some small business owners are asking whether they can reduce their carbon footprint. Climate change is being heralded as perhaps the most serious issue our generation faces, with many initiatives taking place around the world to raise awareness about its potential impacts. Aside from being […]
For a long time, we have been bearish on the Australian dollar, seeing a fall into the high $US0.60s and revising this to around $US0.65 in May. In early October it fell to a low of $US0.6671. While negatives remain significant for the $A there is good reason to believe that we are close to […]
Introduction After sharp share market falls when headlines scream about the billions wiped off the market the usual questions are: what caused the fall? what’s the outlook? and what does it mean for superannuation? The correct answer to the latter should be something like “nothing really, as super is a long-term investment and share market […]
In today's environment of low interest rates, many investors are chasing income by moving into lower-quality high-yield bonds, but are they ignoring the downside risks? While an overweight to high-yield credit may be an efficient way to boost a portfolio’s yield, investors need to be mindful of the additional risks they are taking on and […]
There are mechanisms to maximise returns in this lower-for-longer environment, and a green alpha strategy in real estate investment is one option on the table. Against a global backdrop of lower interest rates, falling government bond yields and bank term deposit returns at or below 2 per cent, achieving higher, low risk returns is becoming […]