Finding the winners from new technology

16 August 2017 Finding the winners from new technology A revolution happening in the energy industry and there will be winners (and losers). That’s the word according to AMP Capital Head of Investment Strategy and Chief Economist Shane Oliver. “The massive reduction in the cost of generating sustainable energy, together with energy that can be stored in batteries as battery technology evolves… is revolutionising things,” says Oliver. The rise and rise of sustainable energy sources …

Bubbles mean trouble

16 August 2017 Bubbles mean trouble What is a bubble? AMP Capital Head of Investment Strategy and Chief Economist Shane Oliver puts it down to two main factors. “The first thing is a degree of over valuation. That is a situation where the price of an asset has diverged dramatically from the underlying fundamentals of the asset. Share prices have risen dramatically relative to earnings and dividends, or property prices have risen dramatically compared to …

Diversified funds’ performance – how did they do that?

Diversified funds’ performance – how did they do that? 12 July 2017 Comparing managed funds can be confusing because, contrary to current practices, evaluating performance is not all about returns – it’s also about how much risk you as the end investor took to get there. So how can you measure your fund’s level of risk? Below are four broad indicators to watch for: Exposure to growth assets – this is the most common method of …

The search for alpha

  The search for alpha Investment experts often talk about alpha and beta, but what do these terms mean? While it may sound like Greek to you, and it is, it’s not as complicated as you might think. Beta is simply what any particular market or index does – it’s the benchmark. And alpha is the measure of how a managed fund can outperform the index. In essence, if you are seeking alpha, then your …

Money Management Articles

Money Management Articles Money Management is Australia’s leading source of technical information and practical assistance for the financial services sector. Written by the industry’s leading technical specialists, The Money Management magazine is relied upon by a wide range of financial services professionals, ranging from accountants to financial planners. Its authoritative technical guides and tools cover a broad range of personal finance topics, including taxation, investment management and superannuation and retirement planning.   Neither FinancialPartners (Tas) …

How can we help? Take control of your super

How can we help?  Take control of your super Getting your super sorted How can we help?  Take control of your super. Retirement may seem like a long way off, but putting money into super now is still a tax effective way to invest your money. That’s because some types of contributions you make and the investment earnings on those contributions, are taxed at concessional rates. Not only is super a tax effective way of …