Stock exchange

Why passive investing now won’t deliver all your goals

Why passive investing now won’t deliver all your goals Passive investment funds used to be a relatively obscure part of the market. But with their popularity soaring in recent years, many investors might now be sceptical about paying for active investment. Market performance over recent years would reinforce that scepticism. Holding a passive mix of mainstream assets has performed very well over the last 5 years. For example, an investor who suffers a permanent 25% …

FinancialPartners 17/03/2018 20/08/2018 Blog / E - Economics / E - Market Watch / E - Markets & Investments active / Active management / Asset / Asset allocation / Balance sheet / Bond / Capital accumulation / Capital asset / Collective investment scheme / deliver / Efficient-market hypothesis / Finance / Financial services / funds / goals / Hedge fund / Index fund / Investing / Investment / Investment management / MSCI Inc. / MSCI World / Mutual fund / Passive / Passive management / Rate of return / Risk / Risk aversion / Risk management / share / Stock / Stock exchange / Stock market / Stock market index / Why / Why passive investing now won’t deliver all your goals / won't

Spread your money, reduce risk

Spread your money, reduce risk Six out of ten Australians own investments outside of the family home and super. That’s good news. The only problem is that many people are still putting all their eggs in one, or just a few, baskets. The latest investor study by the Australian Securities Exchange (ASX) found 40% of investors admit they don’t have a diversified portfolio. Almost one in two investors think their portfolio is diverse, yet …

FinancialPartners 12/03/2018 20/08/2018 Blog / E - Paul Clitheroe / FP - Investment / FP - Money Management Arithmetic mean / Asset / Australia / Australian Securities Exchange / Average / Bond / Bookmaker / Capital accumulation / Collective investment scheme / Contract for difference / Derivative / Finance / Government of Australia / Hedge fund / Investment / Melbourne / Modern portfolio theory / Mutual fund / Personal finance / portfolio / Punt / Punter / Rate of return / Risk / Stock / Stock exchange / Stock market / Sydney / Term / Time

Equities riding on fear not fundamentals

Equities riding on fear not fundamentals “The only thing we have to fear is fear itself,” said Franklin D Roosevelt at his inauguration as US President in 1933. I think “the only thing we have to fear is the fear index itself” is a better description of where investors are at right now. It’s been a wild ride on Wall Street and beyond of the past week – the worst in two years for the …

FinancialPartners 13/02/2018 20/08/2018 Blog / E - Insights Papers / E - Rogers' View / FP - Financial Planning Asset allocation / Business cycle / Central bank / Dead cat bounce / equities / Equities riding on fear not fundamentals / fear / Fundamental analysis / fundamentals / Implied volatility / Index fund / Inflation / Investment / London Stock Exchange / Mathematical finance / Monetary policy / Mutual fund / not / Option / Recession / riding / Risk / security / share / Shareholder / Stock / Stock broker / Stock exchange / Stock market / Stock market bubble / Stock market crash / Stock market index / Technical analysis / Trader / VIX / Wall Street Crash of 1929

Beware the double-edged sword of US tax reform

Beware the double-edged sword of US tax reform Tax reform in the United States has helped to spur on global economic growth, but investors should be aware of the double-edged sword that comes with the added exuberance, as already expensive share markets continue to edge higher. While company earnings growth in the US – and indeed in Australia – are generally supportive valuations, according to Diana Mousina, AMP Capital’s Senior Economist, the continued strong run …

FinancialPartners 02/02/2018 20/08/2018 Blog / E - Economics / E - Insights Papers Beware / Beware the double-edged sword of US tax reform / Central bank / double-edged / Economic growth / Economics / economy / Finance / Global / Hedge fund / IMF / International Monetary Fund / Mutual fund / Percentage point / reform / share / Shareholder / Stock / Stock exchange / Stock market / Stock market index / sword / Tax / Technical analysis / Trader / United States / US / US Share market / USA

Could last year’s strong equity returns keep on rolling?

Could last year’s strong equity returns keep on rolling? Aussie battler On the home front, the economic cycle in Australia is less advanced than in other developed economies. Activity remains subdued as housing investment moderates and consumers remain cautious on account of anaemic wages growth. Nonetheless, the preconditions for an improvement in growth are in place. Business confidence has improved and there is evidence of broad-based acceleration in business investment. At the same time, large …

FinancialPartners 23/01/2018 20/08/2018 Blog / E - Economics / E - Insights Papers Australia / Central bank / Could / Could last year’s strong equity returns keep on rolling? / Economics / economy / equity / Finance / Inflation / Interest rate / Investment / keep / last / Monetary policy / On / returns / Risk / rolling / share / Stock / Stock exchange / Stock market / strong / Technical analysis / Unemployment / years

When it’s time to listen to the herd

10 November 2017 When it’s time to listen to the herd Are we in bubble territory? Will there be a correction? You could spend every day looking at valuations and broker notes to form a view on whether the equities bull market is about to run out of steam, but it’s possible the best clues to whether we’re in bubble territory could be gleaned from your taxi driver, at your friend’s BBQ or at the …

FinancialPartners 16/11/2017 20/08/2018 Blog / E - Market Watch / E - Oliver's Insights Asset / Behavioral economics / Behavioral finance / Bounded rationality / Capital / Daniel Kahneman / Economics / Endowment effect / Finance / Financial economics / Hedge fund / herd / Investment / investor / listen / Market failure / Market trends / Microeconomics / Mutual fund / Neoclassical economics / Nobel Prize / Robert Shiller / Stock / Stock broker / Stock exchange / Stock market / Stock market bubble / Time / Trader / Trend following / When / When it’s time to listen to the herd

Aussie equities still remain a good long-term bet

11 August 2017 Aussie equities still remain a good long-term bet Australian equities have been getting bad press with some investors warning they are significantly overvalued. The narrative goes that we’re in the midst of a housing bubble that will blow up and take the share market down with it. Like every story there are elements of truth to this, but if you silence the noise and take a long-term view – as most investors …