Investment Strategies

It all starts at the top

Selector Funds Management is a high conviction Australian equity manager with a strong track record in picking stocks over more than a decade. In its latest quarterly report, Selector says that what ultimately gives it the conviction to invest in…

Power of attorney clean-up launched

The Government has set out to address widespread concern that there is no robust or consistent data on the number of powers of attorney in existence or the number being created, amended or revoked at any given time. Attorney-General Christian…

AMP: no light at the end of the tunnel

AMP’s 2019 financial report, released last week, points to “ongoing weakness” in the business, according to a Macquarie Securities review of the results. Macquarie says the company’s results presentation suggests a further 20 per cent contraction in its Australian wealth…

Love and Money

A lot of couples are not very honest with each other about financial matters, lying about the cost of things they buy or keeping secrets about money, new research shows. MyState Bank’s Love and Money report reveals that almost one…

The Millennial women’s finance club

Victoria Devine is fed up with the perception that women are bad with money. She is putting a stop to it by empowering a large audience of Millennial women to find financial freedom. The basis of financial freedom comes from…

Positive outlook for infrastructure returns

Investors looking for exposure to growth assets with good defensive characteristics should consider an infrastructure fund. At least that is the view of one of Australia’s leading infrastructure fund managers. RARE Infrastructure’s Income Fund returned 23.6 per cent in 2019…

Real return strategy reduces equity exposure

When fund manager Schroders Investment Management Australia launched its Real Return Fund in 2008, it set a target annual return of CPI plus 5 per cent. It has largely achieved that. After assessing the outlook for global share markets in…

Banks under more earnings pressure

Profit reporting season starts this week and investors will be keen to see if there is any sign of a turnaround in the banks’ earnings. It doesn’t look likely, as revenue pressure emerges from several new directions. Banks are facing…

Libra hits more hurdles

In the latest setback for Facebook’s plans to launch Calibra, Vodafone has left the Libra Association and financial regulators are coming down on the cryptocurrency. Calibra is the digital wallet for the Libra stablecoin, which is currently under development and…

AFIC concentrates its portfolio

One of Australia’s long-standing listed investment companies, Australian Foundation Investment Company, is concentrating its portfolio as its investment team looks for greater conviction in its holdings. Over the past four years, the fund has been going through what is calls…