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Australian Unity issues Australian-first MCI

With interest rates at all-time lows, and term deposits lucky to be paying 0.5%, investors have simply been forced to look for alternative income-generating investments. The share market has obliged, but not only in the form of normal equity dividends – but in newer listed income-bearing investments. One of the most recent offerings came last…

James Dunn | 11th Jan 2021 | More
Bonds are dead. Long live bonds!

Quantitative easing, negative interest rates, and modern monetary theory (MMT) have all but forced the end of the 30-year bull market in government bonds; or have they? As we enter 2021 the chorus of commentators warning of significant capital losses on long-term bond investments and the reducing diversification benefits of that holding continues to grow….

The Inside Adviser | 11th Jan 2021 | More
The world after COVID-19

As the year from hell winds down around the world, an influx of 2021 outlooks have flooded adviser inboxes around Australia. Most should be taken with a grain of salt, the standard global equity managers flagging strong equity returns and long bond managers suggesting the duration game isn’t over yet. In my experience though, the…

The Inside Adviser | 7th Dec 2020 | More
  • The recession is over, where to now?

    There are positive signs for the Australian economy following Wednesday’s third quarter GDP figure. It was a positive reading of 3.3% quarter on quarter, signalling a rebound in the economy is well underway. This marks the end to the pandemic led economic downturn and a gradual return to business normality. It was a massive beat…

    Ishan Dan | 3rd Dec 2020 | More
    Alternative assets to hit $23 trillion by 2025

    Assets in alternative investments are expected to grow by 9.8 per cent a year over the next five years, to hit US$17 trillion (A$23.4 trillion) by 2025, according to the latest research by Preqin, the global alternatives research and data provider. Private equity will double to US$9.1 trillion and Asia will be a “huge driver.”…

    Greg Bright | 25th Nov 2020 | More
    Expected returns ‘lowest they’ve ever been’

    Leading global ‘distressed debt’ manager Howard Marks and his Oaktree Capital firm are well-known for their sometimes combative and private equity approach to investment. The firm has increased its work in Australia in recent years after achieving some success buying-out and breaking-up the Blue Sky Alternative Asset Management empire, and more recent involvements with Virgin…

    Drew Meredith | 25th Nov 2020 | More
  • Rethinking the balanced portfolio with convertible bonds

    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…

    The Inside Adviser | 2nd Nov 2020 | More
    Evergreen Ratings – a new player in research

    A busy year for investment researchers just got busier, with Evergreen Consulting launching its own investment research arm, Evergreen Ratings. This follows a number of acquisitions and asset sales in the sector. The group will run alongside the existing Evergreen Consulting business, which was founded by the irrepressible Angela Ashton. Evergreen Consulting has quickly built…

    The Inside Adviser | 12th Oct 2020 | More
  • Does monetary policy work any more?

    In its latest quarterly statement on monetary policy, the Reserve Bank of Australia declared its preparedness to “ease monetary policy further if needed”.

    Contributor | 12th Nov 2019 | More
    Markets may be expecting too much of central banks

    The third quarter capped the best year-to-date return for the Bloomberg Barclays US Aggregate Bond Index since the first nine months of 2002. Although bond prices may continue to advance, we anticipate lower returns may accompany a rise in volatility in coming quarters.

    Contributor | 22nd Oct 2019 | More