Inside Adviser Featured

Looking past Qantas, to Aviation Green Shoot

If anyone was thinking that recovery from the Covid-19 economic downturn would be quick and perfectly V-shaped, Qantas certainly had news for them, with its commentary around its recovery plan and $1.9 billion capital raising. “It will take years before…

Six must make changes to portfolios before 30 June

As the financial year comes to a close, it’s worth reflecting on what we have just experienced; not just in investment terms, but our health and community. COVID-19 will have long-lasting impacts on our lives and has resulted in one…

Is big picture small beer?

Great debates on longer term economic trends and the impact on financial markets are often a go-to conversation with investors. Few call up to ask what is the discount rate or cash flow yield, but many have opinions on issue…

Covid-19, market turmoil, prompt move to SMSFs

Preliminary unofficial data on registrations of self-managed super funds (SMSFs) points to resurgent popularity of the vehicle. While Australian Taxation Office (ATO) data has not been officially updated, unofficial numbers have been shared at conferences showing a spike in registrations,…

Credit LITs surge back from discounts, but door is closing quickly

Of the many opportunities that were thrown up by the Covid-19 Crash, one of those that is still open – although weakening by the day – is that in the eight credit listed investment trusts (LITs). Most of this group…

Industry funds reign supreme

Sunsuper, QSuper and UniSuper are among the top funds announced at the annual Chant West Super Fund Awards. The $75 billion Sunsuper won Super Fund of the Year, Best Fund: Member Services, and Corporate Solutions Fund of the year. Geoff…

Wild swings, but bitcoin proves its digital mettle

Like most assets, bitcoin cruised into the new year in 2020, racking up a 44% rise until mid-February. Then, like the stock market, BTC took fright at the extent of the global disaster that Covid-19 rapidly proved to become. But…

No quick turnaround on bank dividends

Investors hoping that the big banks will restore their dividends sooner rather than later are likely to be disappointed, as the earnings pressure on the banking sector will continue into the 2020/21 financial year. The banks’ March-half earnings (December-half in…

Capital raisings boost equity market performance

Investing in the latest ASX capital raisings has produced good returns for investors despite the ongoing COVID-19 induced market turmoil. From March 18 to April 27 there were 35 announced raisings seeking a total of $15.4 billion, totalling 13 per…

GFC track record inspires Tribeca’s recap reboot

Equity recapitalisations are coming thick and fast – and while the done-and-dusted raisings that are the order of the day have dismayed retail investors, it is a different story for institutions with capital. They are in the box seat, given…