News : Investments

Investments, Private Assets

Private asset exits may be costly

Private assets Liquidity Debt Exit

Private assets can offer higher returns, but investors should be aware a quick, low-cost exit may not be possible during a downturn.

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Fixed Income, Investments

Market factors challenge fixed income approach

Fixed income Bonds Risk Pure relative value

The volatility currently afflicting fixed income markets should make investors reconsider their reliance on yield in portfolio bond allocations.

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Australian Shares, Fixed Income, Investments

Active managers struggled in 2023

Active managers Vanguard S&P Dow Jones Indices

Actively managed investment funds on the whole struggled to outperform the benchmarks against which they are assessed in 2023.

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Australian Shares, Investments

Positive outlook for companies in 2024

Tribeca Investment Partners Jun Bei Liu Australian companies

The ASX reporting season has shown company investment returns in 2024 will be better than those generated in the previous year.

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Investments, Technology

Caution needed with large US stocks

Schröders US stocks Technology stocks S&P500 Magnificent 7

The continued growth of small parts of the US stock market should not be seen as a long-term certainty as the companies’ own scale is likely to limit continuous expansion.

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Bonds, Economy, Investments

Bonds set to soar with deflation

Bonds Inflation Interest rates

High-quality Australian bonds have been singled out as an attractive investment option, promising both stability and appealing returns in 2024.

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International Shares, Investments

Small caps set for comeback

Small-cap stocks Quality companies Inflation Interest rates

Small-cap stocks are set to benefit from easing economic conditions, but investors should still opt for quality companies with resilient earnings.

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Investments, SMSF, SMSFA

SMSFs outperform peers

SMSF Performance APRA-regulated funds Research University of Adelaide SMSF Association

New research shows SMSFs outperformed APRA-regulated funds on a rate-of-return basis for the 2022 financial year.

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Australian Shares, International Shares, Investments

More investment options from OpenInvest

OpenInvest Aldersley Capital

OpenInvest has teamed up with Aldersley Capital to offer access to three distinct investment portfolios.

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Investments, SMSF, Strategy

Investment bands a compliance hazard

SMSF portfolio Asset allocations Investment strategies Compliance Liz Westover

The inclusion of specific allocations to particular asset classes in SMSF investment strategies should be avoided to mitigate compliance issues.

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