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11 October 2024
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Emerging markets offer compelling value compared to history and the stretched valuations of developed market equities. Investors can benefit from three big tailwinds, but only if they are selective.
Every fund is measured against a benchmark, but active managers earn their fees by taking strong views contrary to an index. It requires fortitude in the short term as interviews with Orbis and Allan Gray show.
Many investors are looking to emerging markets due to stretched valuations in developed markets, but there are particular reasons why choosing a passive ETF in emerging markets may not be optimal.
Although equities are widely-held by Australian investors, there is a strong domestic bias that gives many portfolios high sector concentrations. Better diversification requires a global focus.
Investment solutions that were once only available to the big end of town are now available to anyone willing to learn the same lessons, research the available products and try some new approaches.
The past few years have seen strong performance for Momentum and Growth strategies but poor outcomes for some with a Value bias. But is Value really due for a comeback as many people are arguing?
After test matches resumed in 1993, Australia held the upper hand and peaked at the bottom of the GFC. In stock markets, South Africa is edging it in US$ terms but killing it in local currencies.
Non-residential real estate performed strongly in 2017, but much of this return came from cap rate (yield) compression. Going forward, investors will need to focus more on income growth and sector allocation.
Although the leading index-provider, MSCI, recently decided to delay accepting China A-shares into its emerging markets and other indexes, the long-term impact is likely to be minimal before these shares are included.
News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.
The number of high-net-worth individuals in Australia has increased by almost 9% over the past year, and they now own $3.3 trillion in investable assets. A new report reveals how the wealthy are investing their money.
It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.
Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of late, and this looks at what these portfolios are and their pros and cons.
The current difficulties confronting housing policy partially stem from an explosion of mortgage debt. We've engineered a price for housing that will cause a severe problem for future generations – if it isn't addressed.
Many assets have enjoyed a positive year, leaving some of them looking pricey. Here we compare valuations of cash, bonds, stocks, and property, and suggest where investors may be able to find opportunities.