Many of our readers are familiar with the expression "past returns are not indicative of future returns". It is the standard text that comes with any advertisement or research for share market based investments. NB You will never hear this statement from your local real...
Performance in the A-REIT sector has been very strong over the last year, though this only brings our valuation assessment to the upper Fair Value range. In part this is due to the falling yields that we mentioned earlier, which are in turn reflected in...
Notwithstanding the year end move, the valuation on Australian Equities continues to look attractive, and within that asset class the highest forecast returns are for Resources and Small Ordinaries. However we should note that both of these sectors are quite volatile. We continue to favour...
It is worth noting again the divergence within International Equities. For Developed Markets we have the United States in the upper part of the Fully Priced range with relatively low commensurate returns, and most of Europe in the Cheap valuation band, though not without some...
The primary tool that the world’s central banks have at their disposal is to set short term interest rates, from which other investments are priced either directly or indirectly, using this cash rate as a reference. We often refer to it as a risk free...
Superannuation can be one of the most baffling topics when it comes to managing our finances so let’s relate looking for the right fund to something that might be more enjoyable – buying a new car. What do you look for? Size and speed The engine of...