Investment Strategies

When one will is not enough

An increasingly common estate planning issue is how to deal with assets outside Australia. A growing number of Australians are looking at the prospect of having to draw up more than one will. A will can be drawn up that…

How a global recession would impact markets

A recession in the next five years is inevitable and will result in many assets generating returns below historical returns, according to a long-range economic and market forecast by fund manager Robeco. The firm has published a five-year outlook, Escaping…

Now we can track corporate zero emission pledges

Corporate Australia is taking action on climate change. Most recently, at the UN Climate Summit, Atlassian cofounder Michael Cannon-Brookes announced the $26 billion Australian software company’s commitment to net zero emissions by 2050. Net zero pledges like this are becoming…

Pendal Smaller Companies rated ‘gold’

Morningstar remains an admirer of the Pendal Smaller Companies fund, despite the fund’s poor performance over the past year, and has reaffirmed its ‘gold’ rating, citing its solid research process and reasonable pricing. Pendal uses bottom-up fundamental research, applying qualitative…

Stock picks for a low-rate world

Bond yields will continue to fall, driven by the negative impact of recent tariff increases, according to a new equity market report by Macquarie Securities. In an ongoing low-rate environment, Macquarie likes bond proxies and defensive stocks. It says its…

The case for global REITs

Australian investors turning to the real estate investment trust market as a bond proxy should look further afield to the global REIT sector, according to new analysis. Exchange traded fund issuer VanEck has produced a paper on the global REIT…

Look to the bush for booming rental yields

Residential property investors seeking high rental yields should consider seeking out rural areas instead of capital cities, a leading property analyst says. CoreLogic’s latest Top Rental Performers Report reveals the top performing suburbs over the 12 months to the end…

Insurance bonds back on the menu

Insurance bonds are enjoying a revival, as high-income earners who are limited to putting $25,000 of concessional contributions into super each year, look for tax-effective alternatives. Generation Development Group reports that its Generation Life business sold $224 million of investment…

Exploring simple corporate bonds

Financial services group Australian Unity has tapped the little-used simple corporate bond market, launching two new series bonds on the Australian Securities Exchange. The health insurer, fund manager, banker and retirement living group is seeking to raise a total of…

A-REITs are hot, so be careful

Fund manager SG Hiscock has shifted its listed property securities fund to a defensive stance, in response to the late cycle environment. Surprisingly, it favours retail REITs. Grant Berry, portfolio manager of the SGH Property Income Fund, says the A-REIT…