Your Wealth

The how and why of investing in bonds and fixed income

We’ve recently received a number of enquiries about an asset class that rarely receives any attention from investors – yet its total market value substantially exceeds the equity market. It’s one that pays you an agreed interest rate for a set period of time when you lend your money to the Government or a company. Bonds.

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Managing volatility - strategies for 2019

After years of relatively low volatility, market gyrations took many investors by surprise in 2018. As Fidelity International’s Managing Director, Australia Alva Devoy explains, this is really a return to more normal market conditions, presenting both challenges and opportunities for investors.

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Performance trickery – an investor’s guide to understanding portfolio outcomes

Despite the evidence that past performance is no guide to future performance, investors continue to seek portfolio managers and stock pickers who appear to consistently outperform the market.

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US Equities – Where to from here?

The outlook for US equities looks more uncertain in 2019 than it has in many years, with the withdrawal of supportive monetary policy and political tensions creating a perfect environment for increased volatility. With US stocks having delivered years of strong returns post the GFC, many are wondering whether the party can continue, or whether it’s time to pack up and go home.

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A frank discussion about the ALP dividend proposals

Some investors have sold off parts of their portfolio and changed their asset allocation under the assumption that the Opposition’s policy proposals have been implemented.  However, this is not the case and frankly, any announcements could take a while to reach implementation.

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Healthcare in focus

Many see the healthcare sector as providing ideal defensive exposure and yet some of Australia’s best growth stocks reside in this sector. As Australia’s best rated healthcare analyst, Andrew Goodsall from MST Marquee, explains, healthcare offers a wide range of fascinating and complex opportunities, from private hospitals and insurance to world class medical device manufacturers.

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Why indexing works - and when it doesn't

S&P Dow Jones Indices Managing Director and Head of Global Index Investing Craig Lazzara, has dedicated his career to researching whether fund managers can consistently outperform their respective benchmarks. He and many researchers with nearly a century of studying the topic, conclude that, it is not often, and not for long.

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To hedge or not to hedge? That is the question

One of the greatest concerns for Australian investors looking to invest offshore is the impact of currency on the value of their portfolios. Magellan Asset Management Portfolio Manager Chris Wheldon offers his insights into strategies to manage currency risk and his thoughts on hedging in the current market.

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What Savvy Investors are Buying

At the ASX’s recent Investor Day, nabtrade’s Gemma Dale shared with attendees what other investors are holding in their portfolios, and what they’re buying now, both domestically and abroad. This episode is designed to show how today’s smart investor can tap into high-performing overseas markets, invest in top stocks and achieve quality portfolio diversification without leaving the ASX.

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Superannuation: is it worth it?

Superannuation is likely to be your second largest asset after your home, so it should be an important part of your planning, but for most people it rarely rates a mention until they’re just a few years off retirement.

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