Listed fintech RAIZ Invest (ASX: RZI) this week announced they had ‘established the process to allow SMSFs to invest’ in their diverse range of ETF model and Custom Portfolios. The announcement flags an acceleration of the $665 million platforms growth strategy as it continues to disrupt the Australian investment landscape. RAIZ has traditionally focused on…
Are investors looking at a dividend bonanza in 2021? According to Dr Don Hamson, Portfolio Manager of the Plato Australian Shares Income strategy, the drought may be coming to an end. According to one of the leading active income investors in the country, investors in the ASX 200 are looking at an improved dividend backdrop…
2020 was a watershed year for biotech companies around the world. The combination of urgent need, commitment and massive government support saw the huge benefits of research and development on show, when not one but multiple companies produced vaccines for the Coronavirus. Extensive coverage of the sector generated huge enthusiasm for it, with many stocks…
Montgomery Investment Management, the firm founded by tireless Australian ‘value’ manager Roger Montgomery, has had a busy start to 2021. Sometimes compared to the doyen of value investing, Warren Buffett, the firm’s focus on investing in “companies, not stocks” and seeking “intrinsic value” has made it difficult to generate returns in a growth-oriented and bubbly…
Goldman Sachs this week released its latest crossover report, which seeks to identify the “most loved” and “unloved” stocks in the US. The report reviews the quarterly reports of some 507 US mutual (or “managed”) funds, representing US$2.7 trillion ($3.4 trillion) in assets under management, and compares these to the reports of 820 hedge funds,…
Vanguard this week released its ETF Quarterly Report highlighting some of the key trends emerging from the fast-growing ETF sector. The analysis covered every exchange-traded fund on offer, including the reasonably new “active ETFs” such as those issued by Magellan, Munro Partners and Loftus Peak. It was another quarter of records, with the sector seeing…
Whilst the Australian ‘oracle’ Hamish Douglass and his Magellan Financial Group continue to capture most of the media attention, renowned value manager, Platinum, has shown signs of regaining lost ground. Where Magellan took a risk off view ahead of the vaccine announcements in the December quarter, resulting in rare underperformance against the benchmark, all but…
Michael LaBella, Head of Investment Strategy at QS Investors.
Although the economic shutdown in Melbourne has put a dampener on property transactions, the world continues outside Victoria, with several major transactions as we pass through September. Specialist property fund manager Castlerock has added another key regional property to its Auslink Property Trust (No.2), spending more than $55 million to acquire the property at 45…
The possibility for government to increase superannuation taxes in response to the ballooningbudget deficit caused by COVID-19 could severely hurt member balances at retirement, according toa research note by the global implementation specialist manager Parametric. Raewyn Williams, Head of Research (Australia) and Analyst Josh McKenzie, in a short paper titled“Will retirees pay the price for…
