You could be forgiven for thinking that 2020 was a difficult year for property investors, with the pandemic impacting all asset classes in unforeseen ways, no more so than property. As we have seen in other asset classes, there is still little certainty in what lies ahead beyond lockdowns, social distancing and the reopening trade….
“Iron ore remains a commodity that polarises the market,” according to Ausbil’s local investment team. Among the stable of strategies it runs is the Ausbil Global Resources Fund which, as the name suggests, must have a strong view on almost every major commodity. 2021 has been dominated by talk of another commodity super-cycle. Buoyed by…
Class Ltd (ASX:CL1) is a company that is close to the heart of many SMSF trustees, accountants and financial advisers across Australia. The company offers a growing suite of products that support the administration of self-managed super funds and trusts, with its stated mission focused on simplifying rather the complicating matters. While all eyes have…
The easiest call to make in 2021 is that the market is overvalued, or for those preferring hyperbole, suggest that everything is in a ‘bubble’. Whilst there is no doubt some assets and stocks that are trading well above their fair value, to suggest that everything is overvalued may well be a stretch. It’s an…
The Future Fund this week released their performance report for the 2021 financial year. It was a stunning result, with the fund returning 22.2 per cent for the 12-month period, well ahead of the median growth fund which returned around 18.4 per cent. Interestingly, the fund’s targeted return for the period was 7.8 per cent…
Is another market crash around the corner? This may well be the most popular question today, or at any point in the last 12 months. The simple answer is yes, a market correction (a fall of 10 per cent or more) or crash (a fall getting on for 20 per cent) is always around the…
The sell-off in Chinese equities has garnered all the headlines this week, as President Xi Jinping and the Chinese Communist Party (CCP) extended their regulatory crackdown. Among the hardest hit this week was the country’s booming home tutoring and private education services sector, with the likes of TAL Education (NYSE: TAL) falling as much as…
When you think smartphones, almost everyone associates the sector with Apple’s ubiquitous iPhone. That is apart from those rare people who prefer the Android platform or are converts to the more flexible range of Samsung handsets. Based on the US$1 trillion ($1.37 trillion) market capitalisation of Apple (NASDAQ: AAPL), one simply assumes that it dominates…
Research firm Chant West this week released its superannuation industry report, tracking the performance of both industry and corporate super funds. Not unexpectedly, media headlines were dominated by the sector delivering the strongest returns since 1996-97. According to the firm’s analysis, the median My Super Growth plan delivered a return of 18.0% for the financial…
Investment markets, driven by the proliferation of information and data, appear to be more short-term-focused than ever. Yet the most successful investors are typically those able to look beyond the short term, and identify the most important global and local themes occurring at any given time. An important part of this process is understanding what…
