Investment

8 volatility lessons all Aussie investors need to know

In such a volatile environment, here’s what the experts advise you to bear in mind: 1. Volatility is a normal part of long-term investing Financial markets hate uncertainty and are also prone to over-reacting to events that may only have an impact in the short-term. So take a step back and be prepared for volatility,…
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Investors’ sentiment in 2019 more cautious

Investors’ optimism regarding future growth of global equities market entering in 2019 is expected to be more cautious, according to global equities investment manager Hexavest, an affiliate of Eaton Vance. Additionally, investors expected the pace of monetary policy normalisation should slow in the US and with financial conditions tightening in the US over the last…
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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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