As the calendar turns over to another year the bubble talk picks up once again. Listening to a popular US podcast called Animal Spirits during the week they referred to the acronym ‘FUD’ referring to Fear, Uncertainty and Doubt. Specifically, the hosts were referring to the power of negative headlines, talking about bubbles, busts valuations,…
To start the year, I’ve provided a quick round up of some of the more popular ETFs available to Australian investors, with a particular focus on secular and thematic opportunities within global equities. ETF: iShares Asia 50 ETF (ASX: IAA) Summary: Largest 50 Asian shares ex Japan Asian equity markets continued to underperform as global…
Rates send markets lower, Magellan loses ‘material’ client, gold miners shine The local market benefitted from a strong overseas lead but managed to deliver a gain of just 0.1 per cent on Friday. The technology sector continues to be the largest drag, falling 3.9 per cent for the day and 4.5 per cent for the week, with energy…
Market weaker despite positive lead, unemployment falls, CSL down on acquisition The S&P/ASX200 (ASX: XJO) didn’t follow global markets higher, finishing down 0.4 per cent as CSL (ASX: CSL) dragged both the healthcare sector, down 5.1 per cent and the market lower. The reason was the completion of their capital raising at an 8 per…
Given the seeming obsession with the impending inflation outbreak in Australia, and around the world for that matter, one could be excused for thinking this would be among the most read articles for the year. In fact, it was quite the opposite, with our readership of Australia’s leading financial advisers looking for positivity, not fear….
The passive vs. active debate has now been around for several decades, effectively starting when Jack Bogle founded Vanguard in the 1960s. While headlines highlighting the below-average performance of ‘active’ managers make for great headlines, they offer little insight into what is actually occurring in equity markets around the world. Peter Lynch is a well-known…
Most people are well aware of the many benefits of family trust and self-managed super fund (SMSF) structures, but less so about the potential drawbacks. That is something reflected in the surge in legal disputes between trustees of both structures thus far in 2021, according to Marie Brownell, national manager of estate planning at Equity…
The future of the S&P/ASX benchmark may well have been on show this week when Standard & Poor’s delivered the latest update to their key indices. There was little change at the top of the market, with neither the ASX20 or 50 seeing any new inclusions. That said, there are a number of major events…
The beginning of November welcomed a new identification regime from the Australian Tax Office (ATO). With most of us accustomed to the QR code and check-in apps that have come with the pandemic, the Director Identification Number (DIN) is likely just another hoop to jump through. Launched by the ATO on the 1st of November,…
Estate planning is among the least talked-about parts of any financial plan yet given the growing level of wealth in Australia it is likely to be one of the most important. This is particularly so in an age where blended families are more common than ever, and we are about to see the biggest redistribution…
