As a consequence of the Royal Commission, banks have tightened their lending criteria, especially for loan serviceability. Here are some practical ways to improve your investment loan application.
There is no single asset class that consistently outperforms all others year on year but over the long term (>10 years), actively managed asset classes have performed better, and all asset classes have outperformed inflation.
ETFs are popular investment vehicles but can be complex for tax returns. The ATO classifies them as trusts, and investors, administrators and accountants need to know the details.
Investors in Tesla at current prices are not neglecting the obvious. Disruptors come at a high price because they do not carry the sunk costs of infrastructure and outdated distribution models.
The sizeable increase in the market capitalisation of the technology leaders has inadvertently led to reduced diversification via a reduction to a mid cap exposure in portfolios represented by the Russell 1000.
An investment company with both charitable and performance goals is expected to list on the ASX in November 2018. Besides a high conviction equity portfolio, it will invest in medical research.
Welcome to the ‘Have Your Say’ section. We have received thousands of comments on articles over the years, but here is a chance for you to set the agenda. Comment on any subject relevant to our audience.
Assessing the barriers to entry, formal and informal, is always relevant in investing, but particularly for small cap stocks, where forecast growth can only occur if such barriers persist and grow.
An efficient diversified portfolio might include unfamiliar assets with short-term volatility. It’s important to focus on a comfort level to attain the long-term benefits of diversification in a portfolio.
Most portfolios will benefit from a mix of passive and active strategies, as there are market conditions where one might do better than the other. ETFs now cover a wide range of structures, not only indexing.
Technological innovation is transforming industry. Asia is where much of it is happening. But traditional portfolio approaches need amending to take full advantage of opportunities in the tech-enabled sector.
An investment conference attended by thousands of leaders from industry and finance points the way to future investment trends.
Disruption investing is not the same as investing in technology. It’s about knowing which companies are best placed to capitalise on the next big trends, and the winners are not always obvious.
Garry Weaven was instrumental in the development of the industry fund movement, and as Chair of IFM Investors, he outlined his five areas of future investment potential and policy in his address to the AIST Conference.