ETFs

2020 will go down as a wild ride in the markets for a multitude of reasons. Heightened volatility and drawdown events have put capital preservation, absolute return, and downside management back in focus. Global infrastructure & utility stocks have been front and centre of that volatility – and a new product to launch next month…

There have been plenty of reasons to visit a bookie recently, given the Melbourne Cup Carnival and the US election.  Financial commentators provide a rather dull set of probabilities on what the result on the latter could be and a predictable list of winners and losers. One trend that looks set to continue is the…

Gold has an almost mythical quality to it but assessing its true investment value doesn’t need to be shrouded in mystery. Some investors may still shy away from an asset viewed as difficult to accurately price or predict, but perhaps they are focused on the wrong metrics. Understanding the true value of gold is more…

The launch early in February this year of Australia’s first unlisted fund to be quoted on the ASX, by Magellan group and its administrator, Mainstream, took a while to sink in, not helped by the dislocation caused by the pandemic crisis. But, as Australia at least, is preparing to get back to business at some…

One of the great investment success stories of the last 25 years has been the exchange-traded fund (ETF), which got under way in the early 1990s as a vehicle offering access in one listed stock, to the entire stock market through tracking an index. Gone were the worries of paying “active” management fees and failing…

While the active versus passive debate rolls on, and on, across the investment world, some active managers have gone to the ‘dark side’, at least partially, by adding more quantitative inputs for new strategies, such as thematic investing. The concept of ‘thematic’ investing, which describes the strategy of identifying sectors of the economy expected to…

The well-known fund manager has launched a series of low-cost ETFs which will help further its reach into the retail investor market.

All that glitters, active vs. passive and why a closer look at infrastructure.

In hindsight, March 2nd, 2020, as the world started to get to grips with the scale of the global health emergency that was unfolding in the form of the Covid-19 pandemic, was an inauspicious time to launch a new investment product. In fact, the S&P/ASX 200 Index is down 19% since that day – after…

If you’ve seen the movie The Big Short you will remember Christian Bale’s quirky character Michael Burry – the manager of the Scion Capital hedge fund who realises the US mortgage-backed security market is a massive bubble. He goes on to make a fortune by betting on its crash.