Equities

Australian investors ploughed as much as three times more money into equity-focused managed funds in 2021 than they did in 2020. Being the preferred source of investment vehicle for the majority of financial advisory groups and investment platforms, it provides a unique indicator into the sentiment within the advisory market. According to global funds researcher…

It shouldn’t take one of the most successful self-made hedge fund billionaires to remind us, but the warning may well be timely. In Howard Marks’ latest missive, titled ‘Selling Out’, the author highlights the biggest mistake or ‘cardinal sin’ of investing. That being to ‘sell out’ of otherwise quality assets on little more than a…

Praemium (ASX:PPS) shares are up almost 4% at the time of writing following the announcement of strong growth during the second quarter. The platform recorded funds under administration of $49bn with net inflows up 12% on the same quarter last year and has closed the gap with Netwealth’s $50bn. Key results for the second quarter…

The simplest trade may well have been the most profitable since the pandemic began. Backing big tech, the FANGs, or even the S&P500 in which they are more dominant than ever, has been a sure-fire way to deliver the strongest returns in decades to investors in balanced portfolios. But just how important have they been,…

The US sharemarket has compounded returns exceeding 18 per cent per year since the depths of the Global Financial Crisis. Despite the all-too-consistent prognostications in nearly every year since, that the market has become over-valued, investors have clearly been rewarded for taking risk. Has this performance been driven solely by central bank policy, as many…

After a hellish close to 2021 that saw the departure of one of Magellan’s largest institutional clients, the pressure will be on for Hamish Douglass to do what he says he won’t: prioritise the short-term. The closing months of 2021 were likely the harshest of Douglass’ public career. Criticisms of Magellan’s underperformance since the 2020…

The team at Evergreen Consultants has released cutting-edge research that reveals the direction markets will take with higher inflation. The 2021 issue of Evergreen Consultants’ Long-Term Expected Returns Framework has made ground-breaking projections that dispel inflationary concerns. Projections show the Australian and global equity markets outpacing most other asset classes in the decade ahead. Evergreen…

L1 Capital has taken out the prestigious ‘Alternative Investment Manager of the Year Award’ at the annual Australian Alternative Investment Awards for 2021. The award presentations were held in conjunction with the 20th anniversary Hedge Funds Rock charity dinner in Sydney last Friday night (December 10). They represented a welcome and lively return to normality…

And just like that, the year is almost over. As 2021 comes to an end, there’s a lot to celebrate, both good and bad. The pandemic is largely behind us, with multiple vaccines administered across the world, but at a great cost and a hefty debt bill. But there is light at the end of the…

The power of passive investing has been on show during the pandemic. Combined with the ease of implementation and a flood of new investors entering the market, the exchange-traded fund (ETF) sector has been growing at 40 per cent a year. Such has been the success that the Australian market reached $113 billion in June…

Australian Ethical’s Master Class session, hosted by The Inside Network, was titled “Investing for a better world.” It brought together external industry influencers to discuss how technologies will shape and dominate the next few years, with a particular focus on blockchain and recycling products. It was a practical panel session to give investors a real…

Known for his clever wit and open frankness, investment guru Charlie Munger, reinforced his value style of investing by comparing today’s markets with that of the Dotcom boom while supporting China’s recent expansion. At the same time, voicing his concerns on the growing use of cryptocurrency, which he says should banned. Munger appeared in good…