All vehicles come with pros and cons versus alternatives, and Active ETFs have a wide range of appealing characteristics in which Australia has led the world. Many more Active ETFs will be launched.
Tag Archives | global equities
This exclusive early access to IIR’s Monthly Report includes the latest recommendations on global LICs, and a summary of the Active ETFs listed on the ASX. There’s now a lot of choice in global listed funds.
SMSFs have long lagged institutional superannuation funds in allocating to global equities, but SMSFs trustees increasingly realise the best opportunities lie overseas, and they use managed funds as the vehicle.
Listed Investment Companies (LICs) with international exposures delivered the best results in the last 12 months, showing the Australian focus of most local investors would benefit from greater diversification.
The popular ‘cyclically-adjusted’ Shiller PE ratio is historically high and this is often quoted as a sign the market is overvalued, but consider the impact of the current low interest rates.
Contrary to popular understanding, markets have been below normal volatility levels in the last year, but it might be time to prepare portfolios for greater volatility and a potential downturn in 2018.
An article written for the Australian Shareholders’ Association’s October 2016 edition of ‘Equity’ on SMSF use of global equities and the wide range of opportunities readily available.
American-based internet businesses are high on everyone’s radar, but is biggest always best? It’s worth checking the emerging market’s equivalents and how differently they operate.
Some global index calculations understate the performance of the portfolio, making it easier for fund managers to outperform. Investors should know this and manage the consequences.
The soon-to-be-listed Future Generation Global Investment Company delivers on numerous fronts. It offers an appealing structure for investors while benefiting needy charities, but there are a few points to watch.
A common belief in the SMSF world is that investors don’t have anything like enough overseas exposure, but Graham Hand has investigated the issue and found that the supposed 0.5 per cent offshore weighting of Australian SMSFs is a dramatic understatement.
Diversifying your portfolio into global equities can have its advantages, but how do you choose? Dividend growth can be an indication of a company’s ability to generate long-term value.
SMSFs take on more risk than they probably realise by investing assets mostly in Australian cash and equities. Diversifying investments within a risk tolerance could reduce losses if local markets sour.