investors

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…

In a recent podcast, Aidan Farrell, Director of Global Small Cap Equities at Eaton Vance discusses investment opportunities presented by the global small-cap sector for Australian investors. He highlights: The MSCI World Small Cap Index captures small cap representation across 23 Developed Markets countries. With 4,203 constituents, the index covers approximately 14% of the free…

Datt Capital Absolute Return Fund ranked as No.1 Australian Equity Fund by Fund Monitors The Datt Capital Absolute Return Fund has been recognised as the No. 1 Australian Equity Fund as at the end of September 2020; evaluated over a rolling 12-month period using Fund Monitors risk adjusted model. On the announcement, Fund Monitors noted…

As 2020 comes to a close, investors of all kinds are faced with what seems to be a once-in-a-lifetime dilemma; how to generate an income in a zero-rate world. Despite clear evidence that investing in stocks solely for their income has generally detracted from, rather than added to, long-term returns, the nature of the Australian…

While the big tech stocks have driven global as well as US share market growth for several years, questions are emerging about how long this will last; and where do investors go when the world is also awash with “low-to-no” interest rates? In a series of four webinars for fund managers with which it partners,…

It’s been a long time coming, yet it may finally be here. The arbitrary cap on the allowable number of SMSF members, limiting funds to just four people, appears set to be lifted. The legislation has been delayed due to the pandemic but the proposal to increase the maximum number of members from four to…

Words, words, words * Many of us spend quite a bit of time reading commentary and reports from fund managers. At times it feels like a desperate search for truth, or at least a unique insight that comforts one that investing has fundamental foundations. There are a large number of big-picture reports which are typically…

Investors are piling into COVID-hit international companies amid a share trading boom. According to ASIC’s analysis of trading volumes during the COVID period, share trading volumes among retail investors have doubled. With that in mind, international share trading has become a lot easier, but can still come at a substantial cost, with added tax implications,…

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…

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…