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Expert analysis of the most pressing issues facing investors, financial advisers and the economy in general. Expect thought leading content covering important macroeconomic themes, asset class analysis and deep-dives into individual sectors. The name says it all, uncovering alternative insights on traditional concepts and adding to your knowledge base.

MDA Feature – 2020 round-up

Managed Discretionary Accounts (MDAs) are a relatively new investment solution available to consumers and financial advisers following recent advances in platform technology. MDAs are constantly evolving and are at a point where advisers can offer clients a broad range of

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Attending to your shorts

For entertainment value, and sometimes returns, little can match an activist short seller. Infamous Muddy Waters is the best example. It claims 19% per annum returns over the past five years, notwithstanding a decent bull market, 2.5% management cost, and

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Bonds are dead. Long live bonds!

Quantitative easing, negative interest rates, and modern monetary theory (MMT) have all but forced the end of the 30-year bull market in government bonds; or have they? As we enter 2021 the chorus of commentators warning of significant capital losses

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Can equities still be rewarding in 2021?

In the final weeks of the year, there appear the inevitable reports on what eventuated in 2020, coupled with the near-universal view that 2021 is lining up as another risk-on whopper. Rates will remain range-bound, therefore we can bunker down

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Six must-make changes for 2021

The time seems right to review my investment strategy calls of 2020 and put forward some ideas on the most important action to take before the year comes to a close. In general, the big calls have delivered, particularly the

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Federation gets real with SARA

After what has been a busy (and impressive) year for relative new-comer Federation Asset Management, it could have been forgiven for putting the cue in the rack come Christmas. Yet the group, led by ex-Macquarie banker Cameron Brownjohn, just launched

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Annual opt-in confirmed, but more flexibility

It was a busy day for the Federal Government, announcing the proposal to disband FASEA, introduce lack of independence disclosure requirements and then finally, introduce a new fee disclosure regime. Advisers had been hit with an increasingly complicated set of

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Looking under the ETF bonnet

Machines and the Mind Around 70%-80% of equity market volume is driven by algorithmic trading. There are a host of actors in this process, from hedge funds, exchange-traded funds (ETFs) and commodity trading advisors (CTAs). It also includes fundamental investors

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Can analyst reports be relied upon?

Way back when it was possible to have relatively open conversations with company management and receive mostly unscripted responses. Nowadays the access is limited, and minders watch carefully for any possible deviation from the standard line. The politician response of

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MDA Feature – 2020 round-up

Managed Discretionary Accounts (MDAs) are a relatively new investment solution available to consumers and financial advisers following recent

More »

Attending to your shorts

For entertainment value, and sometimes returns, little can match an activist short seller. Infamous Muddy Waters is the

More »

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