News : Investments

Investments, SMSF, SMSFA

SMSFs outperform peers

February 26, 2024

Jason Spits

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.

More investment options from OpenInvest

February 26, 2024

Todd Wills

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

read more

Investments, SMSF, Strategy

Investment bands a compliance hazard

SMSF portfolio Asset allocations Investment strategies Compliance Liz Westover

February 9, 2024

Darin Tyson-Chan

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

read more

Australian Shares, Investments

IPO market remained poor in 2023

January 25, 2024

Darin Tyson-Chan

The number of IPOs and the capital they raised in 2023 established an all-time low since 2004 when analysis of the activity was first performed.

Emerging market outlook strong

Emerging markets Shares Bonds Federal reserve

January 25, 2024

Jason Spits

Emerging markets are likely to recover quickly, providing opportunities to invest in bonds and credit instruments as developed markets return to a more stable footing.

read more

Bonds, Fixed Income, Investments

Optimal time for bond allocations

Bonds Fixed-income Reserve Bank of Australia

January 25, 2024

Todd Wills

Investors looking to add bonds to their portfolios should do so promptly to take advantage of high yields before potential interest rate reductions.

US recession anticipated

Recession Equities Bonds Investments American Century

January 12, 2024

Todd Wills

The US economy is likely to suffer a recession in the early part of the new year and the downturn is unlikely to be gradual.

read more

Cryptocurrency, ETFs, Investments

Bitcoin ETFs receive US endorsement

Cryptocurrency Bitcoin ETF US Securities and Exchange Commission

January 12, 2024

Jason Spits

The US financial regulator has approved the use of ETFs that invest directly into bitcoin cryptocurrency, with the decision hailed as a sign of confidence in the asset.