With many economists expecting the Reserve Bank to start cutting interest rates in early 2025, returns on term deposits could feel the pinch. Private credit is an alternative, but those pursuing this investment option will need to do their homework – thoroughly.
It’s been a sharp learning curve, but super funds are learning how to better engage with their members, especially those in retirement. And members are responding positively, with 70 per cent saying they trust their fund to make the right decisions.
Gold stocks have long appealed to market aficionados, and there’s no shortage of choice with 185 miners publicly listed. To assess what’s value, and what’s not, there are some key metrics to help sort the wheat from the chaff.
Building on a solid first half, the global boutique investment manager has remained in a generous mood in the September quarter, with shareholders set to receive a handy early Christmas present.
A commitment that provided solid returns to investors while offering them flexibility via a reinvestment plan was the enviable choice from this investment management group.
Australian investors are looking past the allure of franking credits and moving towards a more unbiased diversification, with ETFs providing a cheap, liquid and highly available access point.
A Trump victory on Tuesday is likely to rattle currency markets expecting trade wars and fiscal stimulus to be major policy consequences. Investors will need to be alert to their currency exposure, as well as appreciating it could provide opportunities to acquire Australian equities with US exposure.
It was Crosby Stills Nash and Young who wrote that immortal 1970 tune, Teach Your Children. That’s exactly what Selfwealth’s Craig Keary is advocating to ensure the estimated $3.5 trillion wealth transfer to future generations over the next 25 years is not squandered.
No different to the bond market, commercial property prices rise as interest rates fall. With growing expectations that the Reserve Bank will cut rates, self-funded retirees need to consider now whether they want a slice of this asset class.
Institutional investors get it. So do some financial advisers. But for most SMSFs, sovereign and corporate debt is the forgotten asset class – despite the defensive benefits it can deliver.
Laurence Parisi from Trilogy Funds speaks to James Dunn from The Inside Network on resilient income.
Andrew McDonnell from Arrowpoint Capital shares insights with James Dunn from The Inside Network on the private credit process.
Andrew McDonnell from Arrowpoint Capital speaks to James Dunn from The Inside Network on where private credit comes from.
Laurence Parisi from Trilogy Funds speaks to James Dunn from The Inside Network on multi-storey industrial assets coming to the fore.
The 35th iteration of the awards saw Franklin Templeton Australia beat out fellow finalists BlackRock, Lazard, VanEck and Macquarie Asset Management to take out the Fund Manager of the Year award.
The Australian Shareholders’ Association recently held its second annual ASA Awards in recognition of best corporate governance, honouring Woolworths Group for its shareholder communications and Northern Star Resources for improved governance standards.
A little over an hour’s drive to Adelaide, this coastal town in the Fleurieu Peninsula region offers a mild climate all year round, making it an ideal destination for those wanting an idyllic retirement.
Many people have a life-time income in retirement on their bucket list. Yet few do so, a state of affairs that might be changing as the 2022 Retirement Income Covenant requires super funds to pay closer attention to members either approaching or in retirement.
