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Not only is 2020 the marking of a new decade, but it potentially marks of a new paradigm of investing. The last 30 years shouldn’t have been that difficult for long-term investors and those using the traditional 40-60 balanced portfolio. The historic fall in interest rates that has occurred since the 1980s means that both…
Aussie fund manager gives Budget an ‘F’ for FAIL The head of the Australian wealth and superannuation manager Nucleus Wealth, Damien Klassen, has drawn a pointed analysis of the Morrison/Frydenberg budget strategy. “The budget misses the mark big time by focusing on the supply side of the economic equation when in fact the biggest issue…
More than a sport, a financial mismatch There is an awkward, yet in many ways predictable, relationship between investors and the providers of investments. An old-fashioned assessment of demand and supply can be helpful. If equity market exuberance is high, any listing attracts the heat of attention and can be sold to eager investors hoping…
Like everyone, Eben Bowditch, head of sales at Invesco Australia, was trying to navigate the abnormal and difficult times of the COVID-19 pandemic and wondering about the wellbeing of others. Was everyone feeling as disconnected as he was? Bowditch started to think about a way of creating stronger links among the financial services community. Other…
With reporting season coming to an end, it’s time to hear from all the managers how they performance and the key themes that emerging from one the strangest months in recent memory. Insights into the future of investing What Japanification means & revisiting the value anomaly in a post COVID world? Moving to the growth…
Traditional infrastructure has been impacted heavily during the pandemic as human movement is restricted to all but its basic levels. The RARE Income Fund has been the standout performer within the Infrastructure fund peer group, due to its high weighting in defensive utility assets. We took the opportunity to digest RARE Infrastructure’s latest portfolio insights…
The Inside Network’s InnerCircles are designed to assist Australia’s leading IFAs, Instos and Investors overcome specific challenges and impart the knowledge each needs to gain competitive advantage. We are proud to be the destination of choice for members of the finance community seeking to improve their businesses and find innovative service providers via our InnerCircle…
RARE Infrastructure Traffic-reliant infrastructure assets have been among the hardest hit during the COVID-19 crisis as global trade and people movement ground to a halt. Yet signs of a tepid recovery are offering some hope for the sector, as the global economy begins its rebound. In this session, RARE Infrastructure puts forward the case to…
Why have risk assets been so buoyant since April? No shortage of opinions, so which is right?