investment portfolio

I want to discuss a water utility, which may sound as dull as dishwater – but we global real assets investors have never been averse to safe, predictable, and yes, boring companies. The type of company that pays a dividend that is as dependable as a birthday cheque from Grandma. We have specialist in-house capability…

With the end of the month comes another round of investment manager portfolio updates. This week we move our attention to tech company valuations, with the Nasdaq 100 down close to 7% in the last month. The August updates from Hyperion Asset Management, one of the top-performing global equity strategies over the last 12 months,…

Notwithstanding the political and superannuation industry talk of an infrastructure-led economic recovery in Australia, and elsewhere, the listed infrastructure sector has been looking decidedly unloved of late. And much of the sector’s underperformance against the broader market this year has not been justified in terms of company earnings. Guiseppe Corona, the London-based head of global…

There are probably few things more certain to glaze the eyes of investors than discussing risk-adjusted returns or efficient frontiers, never mind Sharpe ratios and the like. To be transparent, how many within the industry really focus on these statistics when creating a portfolio? As the momentum shifts away from 60/40 portfolios, the traditional volatility…

The ATO delivered some positive news, approving fractional property investment platform Domacom’s’ application to broaden the use of the $300,000 downsizer contribution.

Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio, typically listed equity.