News : Investments

Investments

Traditional portfolio mix needs broadening

GSFM SMSF Bonds Portfolio self-managed super

Bonds are returning to their accepted role as an offset to volatility in equities, but both should be tempered by the use of alternative assets in an SMSF portfolio.

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International Shares, Investments

Asia primed for rebound

Asia China Fidelity Recovery

Asian stocks are poised for a resurgence, fuelled by a rebound in consumer spending to pre-COVID levels and stability in the Chinese property market.

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ETFs, Investments

ETF market will continue to broaden

ETF S&P Global

Gaps in the domestic ETF market have been recognised and efforts to fill them are being made and will continue to be made in the future.

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Investments, LICs

LIC/LIT rationalisation is evolution

Listed investment companies Listed Investment trusts

The reduction in the number of listed investment companies and listed investment trusts is just an indication of sector evolution.

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Investments, Retirement, SMSF

SMSF member longevity risk concern low

SMSF Vanguard/Investment Trends SMSF report

The level of confidence SMSF members have that their retirement savings will be sufficient to last their lifetime is three times higher than for those without a fund, new research has found.

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Australian Shares, International Shares, Investments

Small caps expected to rebound

Small-cap stocks American Century

Small-cap stock earnings are primed to return to higher levels as interest rates stabilise and fall, with investors able to benefit from their rapid repricing and return to form.

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Compliance & Regulation, Investments

Wholesale investor test requires revision

Wholesale investor AWOTE Joint bodies

Any increase to the wholesale investor tests must include indexation to keep them current, but accountants’ certificates should be removed as they are no longer fit for purpose.

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Investments, Property

City property price surge to continue

Property prices Capspace Capital cities Diversification

House and unit prices in Australia’s capital cities are predicted to continue rising in the near future.

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ESG, ETFs, Investments

ESG disparity heightens investor risk

ESG ETF Scientific Beta

The lack of a standard for sustainable investing has led to significant variations in fund returns among ETFs with ESG characteristics.

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Australian Shares, International Shares, Investments

Investment cycles shifting

Investment cycle Macro policy

Macroeconomic policies and events are shifting the way investment markets work, but have opened the door to new opportunities.

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