Tag Archives | global shares

Australian economy

Get me out of Australia?

Although some domestic cyclical companies currently offer value, the attraction of offshore growth is a key factor for investors, including strong Australian companies with global aspirations.

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SMSFs allocating to managed funds and global

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.

best ideas fiscal stimulus

US fiscal stimulus may prove reckless

Global stock markets could face the most volatile period since 2008-09. The danger is that US fiscal stimulus could fan inflation and lead to higher-than-expected interest rates. Risks are asymmetric to the downside.

shares US stocks

Are shares a long-term safe haven?

The short-term volatility of share prices, and the rapid falls which hit markets every 15 years or so, disguise the wealth creation effects of share investments over a long-term horizon.

smsf asset allocation

SMSF asset allocation changes unexpected

A recent analysis of SMSF asset allocation shows a movement away from direct equities as trustees struggle to find value in the large caps, and the continuing popularity of cash despite low rates.

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Opportunity knocks in global small caps

Global small caps have outperformed large caps over the last 15 years, and offer sector and country diversity for Australian investors worthy of a small allocation in a portfolio, modelled at about 5%.

Chinese shares

Chinese shares and currency red herrings

Despite the recent falls, the performance of Chinese shares over the last 12 months is still above Japan, Europe, the US and Australia. But the Chinese market is a casino, and currency movements are more important.

global

Why global? More choice and cheaper pizza

Investing in global opportunities allows a portfolio to benefit from trends and industries that are not available in Australia, and even when a company is listed here, it may be cheaper overseas.

Stock market Olympics, and the winners are –

In some countries, stock markets have already surpassed their pre-GFC peaks. There are some surprising winners, and Australia lags despite our recent economic growth being the best in the developed world.

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