Investor Insights
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Insights 24 Aug 2015
Declining market breadth in US stocks and impact on the Australian market
With lots of talk about the rise in the US stockmarket to new highs being driven by a handful of stocks, how important is breadth and how does the Australian sharemarket stack up?
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Insights 28 Jul 2015
Sectors and stocks that could surprise in reporting season
With reporting season now on our doorsteps Livewire spoke to three leading fund managers to help us understand the current investing environment.
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Insights 24 Jul 2015
How to build a small cap portfolio
Your step-by-step guide to building your own small cap portfolio, whether nor not it is part of a bigger equities portfolio.
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Insights 4 May 2015
SMSF asset allocation
I thought I’d write a very domestic focused note on SMSF asset allocation as I tend to get a lot of questions on the topic.
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Insights 22 Apr 2015
Nifty fifty arrives in Australia
In today's note, I want to focus on stock selection within the equity component of a SMSF portfolio.
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Insights 1 Apr 2015
Access all asset classes: moving beyond direct shares
Welcome to a new world of access beyond direct shares. It is a trend being driven by Australian share investors who want the benefits of holding a range of different asset classes – global equities, as well as property and bonds – because they rise and fall at different times.
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Insights 26 Feb 2015
Betting on yield
Investment performance in the last few years has been more about interest rate expectations than anything else. As bond yields have moved lower, high yielding stocks have moved higher.
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Insights 26 Aug 2014
mFund – expanding the investment horizon beyond Australian equities
Australian investors have become very competent in the use of domestic equities in investment portfolios and SMSFs. But are investment opportunities reducing?
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Insights 29 Jul 2014
More Stable Long Term Market Returns What are your options?
It pays to find out about option strategies that help reduce risk and improve returns.