Investment

It’s time to get defensive

The vulnerability of the US share market to correction should encourage investors to increase allocations to defensive assets, according to RARE. Investors should increase allocations to defensive assets, particularly at a time when the US sharemarket is showing its vulnerability to a correction, according to listed infrastructure investment manager, RARE. RARE’s co-chief executive and co-chief…
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Volatility: 10 key messages for investors

Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Here, we provide 10 key messages to help investors steer their portfolios through volatile times. 1. Volatility is a normal part of long-term investing From time to time, there is inevitably volatility in stock markets as investors…
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Cash quandaries for the smashed avocado generation as they ponder how to invest

Young professionals are doing without smashed avocados and toast and saving tens of thousands of dollars in cash, but they don’t know how to invest the money. It’s a problem financial advisers including Fox and Hare’s Glen Hare often see with their young professional clients. “There are so many options with what they can do with…
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Later-cycle markets demand caution, not a disengagement from risk

This investment cycle is not in its infancy. No one is arguing that. What’s more contentious is whether the cycle is on its last legs – “late cycle” as some would argue – or actually maturing with still some way to run, as we believe. For those prepared to “stay engaged” with risk markets, we expect…
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Investors show strong interest in using leverage, study shows

Australians have shown strong interest in using leverage to invest, millennial online investors are driving strong interest for gearing to invest, while margin lending investors are “in it for the long haul,” according to a new study from Investment Trends. The 2018 Borrowing to Invest Report is an in-depth study of the attitudes and behaviours…
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Invest Smarter – Investment Growth Bonds

Invest Smarter – The resurgence of investment bonds Once mainly considered an alternative investment to superannuation, investment bonds (also known as insurance bonds) have re-emerged and are now being more broadly understood as a genuine solution for smarter investing. More advisers are moving away from pigeonholing investment bonds mainly as an alternative to superannuation and,…
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Super investors warned about turbo-charging ‘safe’ funds to boost performance

Superannuation funds are boosting short-term performance by turbo-charging their high-profile “shop front” balanced funds with up to 90 per cent of higher-risk growth assets. Advisers recommend members reassure themselves about what is included in their “safe” investments by checking on the ratio of growth to defensive assets in their fund. No standard investment definitions Paul Moran, principal…
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Jenga! Markets are ready to tumble

Markets have risen so high that – like a tower of Jenga blocks – they’ve becoming unstable, and investors need to take care, BlackRock says. Global markets are showing signs of being in the late stages of a game of Jenga, and investors need to play cautiously, argue two BlackRock executives. Jenga is a game…
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Managed account funds shows steady growth

According to the Managed Accounts FUM Census series, funds under management (FUM) in managed accounts have grown by nine percent to $5.389 billion in six months to 30 June, 2018. The study, realised by the Institute of Managed Accounts Professionals (IMAP) and Milliman, found that for the 12 months year on year period represented an…
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