Investment research

Changing high net worth investment wishlist

Australian high net worth investors (HNWs) are changing their investment preferences, with a growing demand for alternatives and more suitable retirement products. The latest Powerwrap/Investment Trends HNW Investor Report reveals 23 per cent of HNWs ($1 million of investable assets)…

Financial planners’ life expectancy models too simplistic

The Actuaries Institute has warned financial planners to check that the life expectancy tables they are using are best practice. It says much of the data that appears in legislation, on websites and in the media is simplistic and recommends…

House price rises turn sentiment around

First home buyers, investors and owner occupiers are more positive about the outlook for residential property according to the latest ME Quarterly Property Sentiment Report. Around 42 per cent of Australians in the property market are feeling positive about the…

Contrarian buys gold miners as a defensive position

Marc Christopher Lavoie and Robert Brunelle are contrarian equity investors, so naturally with the US market close to a record high they are taking a defensive stance. The problem is traditional defensive stocks are expensive too. The pair are among…

Investor expectations ‘not in line with reality’

Australian investors are out of touch with their expectations for investment returns according to the latest Schroders Global Investment Study. Australian investors expect an annual return of 10.9 per cent a year over the next five years despite the low…

VanEck transitions out of CDIs

VanEck Investments is reorganising three of its exchange traded funds, replacing the current CHESS depository interests structure with new feeder funds. The three US funds are cross-listed on the ASX: VanEck Vectors China AMC CSI 300 ETF; VanEck Vectors Gold…

Diversification needs fresh thinking

The current low-rate environment requires more risk-taking to generate returns. At the same time classic diversification, such as balancing equity and bond holdings, is not efficient, says fund manager Gilbert Keskin. Keskin is the head of Convexity Solutions at French…

Low rates driving high returns in other markets

The low interest rate environment is producing positive outcomes for investors with a strong outlook for equity markets, commercial property and a pick-up in residential property. Speaking at Charter Hall’s Property Forum, Westpac’s chief economist Bill Evans forecast that interest…

The case for global REITs

Australian investors turning to the real estate investment trust market as a bond proxy should look further afield to the global REIT sector, according to new analysis. Exchange traded fund issuer VanEck has produced a paper on the global REIT…

The time for retirement income solutions is now

Super fund trustees are being urged to start developing retirement income solutions now, rather than waiting for the 2022 deadline for offering comprehensive income products in retirement. Funds should be getting on the front foot and taking advantage of the…