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How do hedge funds work in a volatile market?

While an exposure to hedge funds can provide a lift to a portfolio’s performance, they also offer the potential to generate high returns… at a risk. What’s a hedge fund and how do they work? Hedge funds typically play an …

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Ever thought of investing in essential services?

Investing in infrastructure is about investing in the companies that provide essential services to society and earning predictable, reliable returns in the process. More than 350 infrastructure and utility companies are listed on global stock markets, with the sector having …

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Economic and market overview November 2024

Investors maintained a healthy risk appetite for much of October, which enabled major share markets to make further progress. Movements in the US set the tone, with the S&P 500 Index rising to fresh all-time highs during the month. Towards …

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As value outperforms again, is your portfolio ready?

As value returns to market favour it’s time to check in on your portfolio – but not all value exposure is created equal. A notable comeback in value stocks over the past six months is an important reminder for investors …

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There remain five reasons to expect the $A to rise

Back in November we saw five reasons to expect a higher $A. These largely remain valid and the $A seems to be perking up again. Source: AMP Firstly, from a long-term perspective the $A remains somewhat cheap. The best guide …

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Mortgage versus super – a common dilemma

Conventional wisdom used to dictate Australians were better paying off their home loans, and then, once debt free turning their attention to building up their super. But with interest rates ramping up over the past two years and uncertainty as …

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Is it worth salary sacrificing into super?

Let’s explore the ins and outs of salary sacrificing into your super and help you determine if it’s worth considering as part of your financial strategy. We’re all familiar with the concept of super. It’s that portion of our salary …

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How to determine asset allocation

Asset allocation is the process of dividing funds between different asset classes including cash, bonds, property and shares. This takes place as spreading resources across different asset classes can help diversify the portfolio’s holdings, which is an important way to …

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Economic and market overview

Australian shares fared well in July, buoyed by suggestions that no further interest rate hikes will be necessary. With inflation coming off the boil, there was optimism that borrowing costs have peaked and could be lowered later this year. In …

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