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“Am I worried about asset prices rising too quickly? At the moment, I don’t see anything that’s unsustainable”. “I recognise that low interest rates are one of the factors contributing to higher housing prices and that high and rising housing prices raise concerns for many people.” “There are various tools, other than higher interest rates,…

According to experts, higher inflation would be the worst possible scenario for long-term or long-duration bond owners like Jamieson Coote, yet the team is welcoming the challenge, highlighting a number of issues that tend to be misunderstood by less experienced investors. Chief among these is the forgotten “carry and roll” strategy that has actually delivered…

GDP smashes expectations, ASX rises, economic activity expands  The ASX200 (ASX:XJO) continued its winning ways gaining 0.8% on Wednesday following the release of Australian economic growth results this morning. GDP growth for the December quarter smashed all expectations hitting 3.1% and making Australia one of the fastest growing developed nations in the world. Economists and other experts…

ASX to open higher, strong US lead, Commonwealth Bank (ASXLCBA) hit with ASIC investigation The ASX200 (ASX:XJO) finished 1.7% higher to start the week, rebounding quickly from Friday’s so-called ‘bloodbath’. Once again, market volatility was met with reassuring language from central banks and positive news around the vaccine rollout. The Reserve Bank of Australia confirmed that they would be…

During times of fear, investors often become irrational. As the coronavirus pandemic swept through the globe, fear and uncertainty rose, and investors began selling equities looking for shelter, often parking funds in cash until times were better. The problem with holding cash is its susceptibility to inflation, which erodes its value over time. During times…

Now that the Reserve Bank of Australia (RBA) has said that it effectively expects to keep rates on hold until at least 2024, the flood of capital into private markets, but particularly credit, is likely to turn into a tsunami. Advisers are being forced either to move along the risk curve in the search of…

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…

It’s been a busy few years for the financial advice industry and its regulators, including the Australian Securities and Investments Commission (ASIC). Yet if the past week is anything to go by, things are only likely to be get busier in 2021. November has seen a series of announcements, submissions and potentially wide-ranging changes to…

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…