Investing 101

Netwealth and HUB24 are expected to continue eating the incumbents’ lunch, according to UBS. Meanwhile, as adviser numbers have halved the average amount of money they manage has doubled.

While the greater housing market is already reflecting the pain of constricting economic conditions, a new property fund partnership between Trilogy Funds and Michael Birch’s Murray Darling Capital shows the potential of ‘rent roll’ portfolios of rental property management agreements to provide exposure to the supersized Australian property sector even as the outlook darkens.

Markets may not always do what’s expected, but fundamental valuations and adherence to timelines will usually win out eventually according to Atrium Investment Management.

The Australian dollar’s appreciation from recent lows is eroding returns from unhedged international investments. With analysts mixed on where the currency is heading, opting to hedge foreign currency exposures could provide investors with some peace of mind.

The long-running project has been shelved after a devastating Accenture report cited multiple areas of concern. ASIC chair Joe Longo said the ASX “failed to demonstrate appropriate control”.

7investing lead adviser Anirban Mahanti says companies have been thwarting cyber threats for a long time. However, as data moves to the cloud, systems have failed to keep up.

Senior secured loans act as an important inflationary hedge in times of rising inflation according to Invesco’s chief investment officer.

Australians should be putting more money into superannuation and diversifying out of property, some say, even as super performance remains a question mark.

Inflationary pressures are expected to ease over the next six months according to federal budget forecasts, while consumer-focused and housing stocks could benefit from government policies aimed at boosting consumer spending and the availability of affordable housing.

Experts forecast a more balanced budget with an even-handed dispersion of revenue and spending measures. Income tax cuts will likely go ahead, while super should get a break from further tinkering.

A new study has ranked celebrity investments by the amount of money received during various fund stages and how successful these companies were.

The acronym ETF confuses over 100,000 people per month, but it’s not the only jargonistic term that is baffling a new wave of investors according to research.