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29 October 2025

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Edition: 219

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Edition 219

  • 15 September 2017

Ten years on from the start of the GFC in 2007, most asset classes have recovered reasonably well. Equity markets did not decline until late 2008, but investors who exited stocks then have missed a solid rise, as shown below in the chart of total returns, including reinvested income.

US will fall more than Australia in next bust

Amazingly, Australian and US stock markets have delivered the same returns for their home country investors over the very long term. With the recent US strength, it's more likely to fall further in the next bust.

Understanding the extra return from hybrids

Hybrids are complex instruments but they can be viewed as a bond with an embedded option, and they convert to equity in certain circumstances. Investors should consider the risk of this happening.

Watch out for the buy/sell spread on funds

Investors should know the buy/sell spreads in their funds. The purpose of the spread is to pay for the transaction costs when investors buy or sell to ensure equitable outcomes for those that remain.

The unreliability of inflation forecasting

Inflation and deflation forces exist and the dominant outcome is uncertain at the moment, but equity investors should consider inflation risk within their asset allocation framework.

Investors face new choices in listed vehicles

Listed Investment Trusts are a rival structure to the long-established Listed Investment Companies, but what should investors know about the differences?

Managed accounts enter the mainstream

Managed accounts are becoming more mainstream. They allow investment transparency, better performance analysis and improved tax optimisation versus some other structures.

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