For individual investors interested in putting money where the experts go, professional fund buyers are making modest portfolio adjustments in light of a riskier market, and faith on active management remains strong.
All our ethics are different. How does an ‘ethical’ fund manager address the inevitable conflicts of competing priorities, and are there any clues for everybody in dealing with their own ethical dilemmas?
Green bonds help fund projects focused on issues such as energy efficiency, recycling and waste reduction, but when are they really a ‘greenwash’ to make the company look good?
Three weeks to go before the EOFY is still enough time to comply with the rules and make the most of superannuation and income tax opportunities. Here’s a quick checklist.
It is better for management and regulatory bodies to work together to preserve the innovative engines of Facebook and Google, not impose painful government intervention.
Australian bond rates are now lower than during recessions and depressions of the past, but it’s not driven by local fundamentals. The world of interest rates is in a place it’s never been before in history.
Australia is an outlier in energy. We are the world’s leading LNG and coal exporter, yet we have high energy costs and we lead the world in CO2 emissions. What does the future bring?
Cash is often seen as the residual, ‘uninvested’ part of a diversified portfolio, but it should form a prudent and wise amount of ballast, especially when enhanced cash improves returns.
Investors need to rethink risk and uncertainty in extraordinary times, as traditional sources no longer deliver income. Where can investors go to generate adequate investment returns?
With a vast array of property choices across retail, industrial, office and commercial, where does the head of one of Australia’s largest property managers see the best opportunities, and where are the warnings?
It’s only taken 20 years but the hallmarks of the excesses of the 2000 Tech Wreck are in play again. At the same time, some of the lending mistakes of the GFC are being repeated.
Food and beverage producers are under pressure to reduce the harmful impact of their products, and investors can encourage the trend by investing in companies or funds that recognise society’s needs.
For value investing to remain a rational strategy, mean reversion must hold true, which requires supportive economic conditions. But historical ranges are not relevant to companies losing market share.
When researchers identified the benefits of investing in ‘value’, index providers and asset managers created products to harness the ‘value’ factor. But is the construction of the index correct?
The company structure of LICs carries advantages for income smoothing versus the trust structure of LITs, ensuring it will continue as the vehicle of choice for many listings by investment managers.
The threat of Labor denying franking credit refunds led some investors to sell hybrids, widening their margins, which created investment opportunities for those willing to look past the immediate announcement.
Click 'Next' to go to hundreds of archived articles on investing.