Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Drew Meredith

  • Elizabeth Schmidt

  • Greg Bright

  • Industry Expert

  • Ishan Dan

  • Jaz Harrison

  • Lachlan Maddock

  • Michael Armitage

  • Staff Writer

  • The Inside Adviser

Property – the new frontier of thematic investing

Thematic investing has been among the most powerful and popular trends in the last several decades. The idea of identifying the next Apple or Amazon is one of the main reasons many people get into investing, and likely the biggest creator of wealth in recent history. The last few months have reiterated that investing solely…

Staff Writer | 21st Feb 2022 | More
Australian Ethical launches first Australian ETF

Australia’s leading sustainable equity manager, Australian Ethical Investment (ASX: AEF), will list its high-conviction fund as an exchange-traded (ETF) version, later this week. The move comes following a spate of active ETF conversions, such as the Hyperion Global Growth Companies Fund (ASX: HYGG) which was converted to an ETF. It now offers investors the opportunity…

Ishan Dan | 31st Jan 2022 | More
  • Australian-first net-zero global equities fund launched

    Well-known for its market leading, retiree-focused, franking-credit-driven Australian equity income funds, asset manager Plato Investment Management has gone green. Powered by the same detailed quantitative analysis that has driven tits portfolios since inception, the group this week announced the launch of the Plato Global Net Zero Hedge Fund. The fund will be “managed with a…

    Drew Meredith | 31st Jan 2022 | More
    Momentum trade sees market at ‘extremes’

    While all eyes remain focused squarely on whether inflation is “transitory” or not, “persistent” is the adjective that value manager Allan Gray uses to describe the position of the equity market. Speaking in its monthly update, the firm’s Australian managing director and chief investment officer Simon Mawhinney flagged the “exuberance for some stocks and disdain…

    Drew Meredith | 27th Jan 2022 | More
  • Perennial Better Future Trust performance review

    Perennial Partners’ sustainable small cap equities fund, the Perennial Better Future Trust, was up 2.4% net of fees in December, beating the S&P/ASX Small Ordinaries Accumulation Index’s return of 1.4%. The trust has been in operation for almost four years, since inception in February 2018, and has grown to exceed $100 million in assets. The…

    Ishan Dan | 24th Jan 2022 | More
    Funds flows favour the brave; what they say about 2022

    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…

    Drew Meredith | 24th Jan 2022 | More
    Tech weightings the key driver of factor performance in 2021

    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,…

    Drew Meredith | 17th Jan 2022 | More
    The top-performing Australian equities funds for 2021

    2022 was a pivotal year for managed discretionary accounts (MDAs). Funds under management surpassed the magical $100 billion mark for the first time, as the uptake among financial advisers was boosted by Covid-19. According to the Institute of Managed Account Professionals (IMAP), estimates are for funds under management to cruise past the $200 billion mark…

    Ishan Dan | 13th Jan 2022 | More
    Performance dispersion expands amid growth sell off

    The second half of 2021 has produced a mixed bag of results for global growth equity funds. A mass rotation away from China and high bond rates impacting valuations saw global growth funds skewed towards Asia and US tech, underperform. Those tilted towards the US more generally outperformed. Looking at the Hyperion Global Growth Fund,…

    Ishan Dan | 16th Dec 2021 | More
  • Crypto platforms welcome Frydenberg’s regulations

    From being a ‘crypto critic’, Australia has quickly transformed itself to soon be a ‘crypto leader’ by proposing a framework for managing cryptocurrencies and crypto companies, in the biggest shakeup in the country’s payment systems in 25 years. Covid-19 showed us how quickly society digitised its payments systems with the onset of Afterpay and its…

    Ishan Dan | 16th Dec 2021 | More
    Asset-backed securities in favour for floating-rate yield

    As we enter a post-Covid world, interest rates remain at all-time lows with seemingly no immediate respite. To compound matters, the Reserve Bank of Australia (RBA) has given “a very low probability” to the current surge in inflation triggering an early increase in official rates. Inflation has risen somewhat, but in underlying terms the rate…

    Ishan Dan | 13th Dec 2021 | More
    BlackRock tilts towards China ahead of a recovery in 2022

    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…

    Ishan Dan | 9th Dec 2021 | More