Author

Giselle Roux

Giselle Roux

The wide, wide world of ETFs shows no signs of slowing

The ETF world has multiplied well beyond expectations. Index-linked ETFs are now a standard-bearer for investment portfolios driven by sticky active fund fees and variable performance. Yet their use versus desired outcome point to ease in choice, rather than a more

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More questions than answers despite the macro consensus

Conversations on investment matters are wide-ranging. Many enjoy the ethereal world of big picture debates. Identifying these in the long run has been critical, but only a handful matter. Interest rates are the perennial, though rarely has the consensus been

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Searching for nirvana

One of the (many) headaches of the current financial market setup is the lack of return on cash or term deposits that can hold onto the real value of money. This is a modest but important ask. Many investors want

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Is gold only for the true believers?

Gold’s crown is a little tainted by its recent price retracement, which has taken the yellow metal roughly back to where it was a year ago. Instead, Bitcoin has smashed the ball out of the park. Why is there such

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Financial advisers in need of better data

Not that long ago a fund manager could provide a mesmerising presentation slide on how it uses “big data.” Examples might be using Google Earth to discern real-time movement in shopping centres, building activity based on shadowing over the day

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Where should investors turn in the era of bubbles?

While nearly all the fussing on equity valuation and bubbles is centred on the US, Europe, Japan and the emerging markets (EMs) have provided decent returns year-to-date, after a prolonged period of relative underperformance, but stumbled in the face of

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Will 2021 be the year for infrastructure?

Let’s get real The financial chatter box is overflowing on bond movements and the potential impact on valuation of risk assets. Inevitably the long-duration equities are front of mind. Most are focused on the FAGAM (Facebook, Amazon, Google, Apple, Microsoft)

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The price is right for commodities

High iron ore prices are unlikely to have escaped the attention of Australian investors given the inevitable BHP or RIO holdings. Commodities, in general, have left many other traded goods in their dust over the past twelve months. Lumber, pulp,

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