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Global Shares

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Get me out of Australia?

Although some domestic cyclical companies currently offer value, the attraction of offshore growth is a key factor for investors, including strong Australian companies with global aspirations.

Trump’s fiscal stimulus threatens stocks

Stocks are vulnerable if interest rates rise much faster than expected on inflation concerns. What is the probability of this heightened risk and what are the consequences for portfolios?

Winners and losers in sharemarkets, 2017/18

The Australian market again delivered strong returns in 2017-2018 with big sector differences, but there were large variations in global performance depending on the currency hedging strategy.

SMSFs allocating to managed funds and global

SMSFs have long lagged institutional superannuation funds in allocating to global equities, but SMSFs trustees increasingly realise the best opportunities lie overseas, and they use managed funds as the vehicle.

Investors profit from demand for luxury goods

There are more opportunities on offer in the larger and more diverse economies overseas, especially in companies with sizeable untapped market potential and an insulation from normal market forces.

US fiscal stimulus may prove reckless

Global stock markets could face the most volatile period since 2008-09. The danger is that US fiscal stimulus could fan inflation and lead to higher-than-expected interest rates. Risks are asymmetric to the downside.

Are shares a long-term safe haven?

The short-term volatility of share prices, and the rapid falls which hit markets every 15 years or so, disguise the wealth creation effects of share investments over a long-term horizon.

It was a good year for shares, but what’s ahead?

Stock markets overall had a good year in FY 2016/2017 while bonds and defensives like listed property struggled. Looking to the future, what are the three most-asked questions facing investors?

Benign economic growth but what about shares?

Most commentators believe there is a positive correlation between economic growth and share market performance. The data disproves this, at a world and country level and over time.

SMSF asset allocation changes unexpected

A recent analysis of SMSF asset allocation shows a movement away from direct equities as trustees struggle to find value in the large caps, and the continuing popularity of cash despite low rates.

Opportunity knocks in global small caps

Global small caps have outperformed large caps over the last 15 years, and offer sector and country diversity for Australian investors worthy of a small allocation in a portfolio, modelled at about 5%.

2015 asset class review and 2016 outlook

The best end-of-year wrap of asset class performance in 2015. Aussie equities was a loser but who were the winners, and what's the outlook for each asset class in 2016?

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Retirees facing steep increases for basic items

ASFA has updated its tables on how much money is needed for a 'comfortable' or 'modest' lifestyle in retirement, but there are some unavoidable prices rising well ahead of inflation.

Let’s stop calling them ‘bond proxies’

With cash and term deposit rates at all-time lows, and fixed interest bonds not much better, investors are looking for ‘bond proxies’ to deliver more income. But is ‘proxy’ a misnomer, and what are they anyway?

Adele Ferguson on ‘Banking Bad’ and weaving magic

The journalist most responsible for the calling of the Royal Commission takes care not to be roped in by everyone with a complaint to push. It takes experienced judgement to gather the right information.

Six warning bells against property spruikers

Property spruikers use common techniques, and con men will increasingly target older people who feel they do not have enough financial independence for their retirement years.

Helping your children build their super

It has become more difficult to build large superannuation balances with contribution caps and more people paying off home loans for longer. How can wealthy parents help their adult children?

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