John Dyall Head of Investment Research, Rainmaker Information Pty Ltd When I was younger I used to enjoy a good argument, or at least what I thought passed for one. Now I like to present information based on good data and have the audience make up their own minds on what ... No-one in their right mind would invest purely in a single asset class. Most people are invested in what is called a "balanced" portfolio that contains 60-70% of their assets in equities. "Balanced" is ... One of the key ingredients to reality television is kicking out characters at the end of each episode. It's a fast-track way for the program to renew itself on a weekly basis. The same thing should be ... The SPIVA scorecard on active funds in the US is out, courtesy of S&P Dow Jones Indices. Unless you are an index manager, it's not pretty. For the ninth year in a row the majority of large-cap US equity ... There's a secret hiding in plain sight, and it's the fact that around 80 per cent of actively managed Australian and international equities products have betas of less than one. On the face of it that ... Managed funds performance tables tell a story, but it's a partial story. There's a lot they leave out. And to be fair managed funds are complicated beasts. Take for example your typical Australian equities ... Out of all the mysteries in the world performance fees charged by investment managers must rank right up there. Performance fees are what some products charge on top of regular base management fees. The ... For all the good and challenging thought in the investment industry it has its fair share of opinion pieces and marketing collateral that look important on face value, but when you dig a little deeper ... Investing through actively managed unit trusts has long been the backbone of retail investing in Australia. But it's going through a tough time. At a rough estimate, 4% of funds under management physically ... Anyone looking at the performance league tables of managed investment products would think it was all about performance, and that performance was a signifier of skill. But performance is a lot more nuanced ... Traditional fixed income used to be the most boring of asset classes. Sure, there were some funny concepts to get your head around - like the fact that ... When people buy equities they are buying more than part ownership of a company. They are buying multiple sources of return: Dividends, retained ... |
| | JAMIE WILLIAMSON The NSW shadow minister for finance and small business has asked what the state government is doing for advisers facing financial ruin as a result of AMP's plan to change Buyer of Last Resort terms. | JAMIE WILLIAMSON Bravura Solutions has acquired Midwinter for $50 million. | | | KRISTI CHENG More than half of the candidates for the Level III CFA Program exam in June passed, CFA Institute announced. | KARREN VERGARA Centrepoint Alliance flagged its transition to a new revenue model has been somewhat successful, but the dealer group services provider still found itself in the red, latest financial results show. |
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