Expert Articles Archives - Page 5 of 9

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Australia: Investors and recessions

This article from Vanguard shares 3 encouraging reasons to stay the course and stick to your long-term investment strategy.

14th Nov, 2022

Source: Vanguard

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The benefit of high dividend stocks in a stagflationary environment

The onset of stagflation will present a difficult environment for equity investors, but dividend paying stocks may offer an area of resilience.

11th Nov, 2022

Source: J.P Morgan Asset Management

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Market Review Australia - November 2022

October saw a return to risk as equity markets gained and bond yields fell. The slowdown in the pace of rate hikes by the Reserve Bank of Australia (RBA) and Bank of Canada and messaging from others, was interpreted as a signal we are passing the peak in monetary policy hawkishness.

10th Nov, 2022

Source: J.P Morgan Asset Management

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What to expect for 2022 3rd quarter earnings?

JPMorgan give an overview of the 2022 3rd quarter earnings results so far.

8th Nov, 2022

Source: J.P Morgan Asset Management

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How to build investing confidence

Here are some tips that can help you build confidence in your investing approach, no matter what the markets are doing.

7th Nov, 2022

Source: Vanguard

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What is a good amount to save?

Saving regularly is a habit that needs to be cultivated and as with most things in life, starting sooner rather than later often gives investors a huge advantage.

3rd Nov, 2022

Source: Vanguard

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Stock Story: Cheniere Energy

Munro Partners give an overview of a stock, they believe will continue to benefit from the decarbonisation of the planet.

31st Oct, 2022

Source: Munro Partners

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The benefit of investing early

You may have heard it said, "No risk, no reward." But did you know that time can actually decrease your risk while increasing your reward?

28th Oct, 2022

Source: Vanguard

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Stock Story: Advanced Drainage Systems

Munro Partners give an overview of a stock, they believe is a relatively undiscovered climate change champion.

26th Oct, 2022

Source: Munro Partners

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Being proactive about your portfolio allocation

The current conditions are an opportune time to take stock of your investment holdings – but reviewing your portfolio should really be an ongoing exercise.

25th Oct, 2022

Source: Vanguard

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Importance of diversification in times of uncertainty

In an uncertain market, diversification across different asset classes, countries, sectors and regions is paramount. Global shares offer diversification across sectors and themes that would not be possible to achieve by investing in Australian equities alone.

24th Oct, 2022

Source: Fidelity

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Meet the Fund Managers | David Prescott & Nick Markiewicz

Future Generation conduct an in-depth interview with Lanyon Asset Fund Managers, David Prescott and Nicholas Markiewicz.

21st Oct, 2022

Source: Future Generation

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Stock Story: Constellation Energy

Munro Partners give an overview of a stock set to benefit from the United States energy transition.

20th Oct, 2022

Source: Munro Partners

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Investing for your children

Investing on behalf of your children can give them a great financial head start in life. And the earlier you can begin, the higher the potential financial rewards for them in the longer term.

19th Oct, 2022

Source: Vanguard

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How can I avoid investing badly?

While it's difficult to be the best investor in the world, we can all actively avoid being a ‘bad investor’ by learning from history and staying the course.

14th Oct, 2022

Source: Vanguard

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Talking money with your partner

While you've likely imagined what a future with your partner looks like, you may not have considered the financial implications of that future.

13th Oct, 2022

Source: Vanguard

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How much money do I need to retire?

When I retire, will I have enough money built up in superannuation and other savings to enjoy the sort of retirement lifestyle I want to have?

10th Oct, 2022

Source: Vanguard

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Alternative Assets: Private Debt

The private debt universe is broad, deep and multi-faceted. Investing in private debt comes with increased challenges of complexity, which is rewarded through solid return potential and better liquidity than private equity.

4th Oct, 2022

Source: Wilson Asset Management

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Alternative Assets: Real Assets

Real assets are tangible and physical assets such as agriculture, timber and may include more esoteric strategies such as fishing rights. Investing in real assets can also be described as harnessing the opportunities within natural resources.

4th Oct, 2022

Source: Wilson Asset Management

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Alternative Assets: Private Equity

Dania explores the opportunities inherent in private equity, an asset class which gives investors access to entities that are not publicly listed or traded.

4th Oct, 2022

Source: Wilson Asset Management

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Alternative Assets: Infrastructure

As an asset class, infrastructure gives investors strong diversification benefits and access to attractive yield. It also provides exposure to the systems, facilities, essential services and businesses that underpin societal functioning and are often monopolies or have high barriers to entry.

4th Oct, 2022

Source: Wilson Asset Management

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Alternative Assets: Real Estate

Portfolio Manager Dania Zinurova delves into the fundamentals of alternative assets and the unique opportunities inherent in real estate, infrastructure, private equity, real assets and private debt.

4th Oct, 2022

Source: Wilson Asset Management

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A framework for bear market rallies

Equity market rallies during periods of overarching market weakness are not uncommon, and there can be multiple rallies in the equity market even during a more prolonged downturn. The four P’s framework can be used to consider if a bear market rally will become a bull market or if the lows will be tested again.

29th Sep, 2022

Sponsored by J.P Morgan Asset Management

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Four investing megatrends

Megatrends are defined as macroeconomic changes we are seeing on a global scale that are transforming economies, businesses and societies. WAM Alternative Assets focuses on four key megatrends including: digitalisation, demographical shifts and ageing populations, climate change and the increasing demand for food.

28th Sep, 2022

Source: Wilson Asset Management

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Investing in property via REITS

For those who want to invest in the property sector without the responsibility of a mortgage or maintenance costs, there is the alternative of Real Estate Investment Trusts (REITs) ETFs.

27th Sep, 2022