Investment Strategy: Your 2015 End of Financial Year Guide
The lead up to the End of Financial Year (EOFY) provides a good opportunity to review your wealth creation plans. You may be thinking about strategies to reduce your tax liability, however, before...
View ArticleBuild it and they will come
Crown Group CEO Iwan Sunito talks to Private Word Editor Anna Fenech about his career journey. Why and how did you become an architect? Before moving to Australia as a teenager, I was naturally...
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Emerging markets in commercial property
Self-storage Self-storage is an industry in which storage space is rented to tenants. Self-storage operators provide rooms, lockers, containers, and/or outdoor space in which tenants store and access...
View ArticleYour asset allocation guide – May
While developed markets equities appear expensive relative to average long-run price-to-earnings ratios and, given relatively subdued earnings growth, many investors argue that they aren’t expensive...
View ArticleMonthly Financial Markets Update – May, 2015
Welcome to our May monthly market update. So what happened in the major economies in April? During April we saw weaker US economic data. After a recent run of strong employment growth, March non-farm...
View ArticleYour asset allocation guide – June 2015
The link between bond yields and share prices over the past few weeks has spooked many investors but may be good news. After almost reaching 6000 in mid-April, Australia’s S&P/ASX 200 equity index...
View ArticleInvestment: Prime time for listed real estate
Australia’s Real Estate Investment Trusts (REITs) have come back into favour in recent years as investors have sought high yielding investments in a low interest rate environment. REITs can provide...
View ArticleInvestment Strategy: Is it time to sell out of active equities managers?
The debate about active versus passive investment strategies ebbs and flows. Does that mean there’s no role for active managers in your portfolio? Not all market conditions are suitable for active...
View ArticleMonthly Financial Markets Update – June, 2015
Welcome to our June monthly market update. So what happened in the major economies in May? In a repeat of 2014, the US economy contracted in the first three months of the year. The second estimate of...
View ArticleImproving access to the Corporate Bond market for retail investors
Much has changed in the Australian Corporate Bond market over the last year however it remains small and underdeveloped in comparison to the equity market. As part of NAB’s commitment to the...
View ArticleMonthly Financial Markets Update – July, 2015
Welcome to our July monthly market update. So what happened in the major economies in June? In June, global markets remained focussed on the threat of a Greek exit from the Euro zone, as well as wild...
View ArticleYour asset allocation guide – July
Ructions in Greece and China are worrisome for investors but are unlikely to have a material impact on markets or on NAB Private Wealth’s asset allocation recommendations for investors. The combination...
View ArticleInvestment Insight: How company shares are valued
Share valuations are widely used in the financial services industry by fund managers, research analysts, investors and companies to make investment decisions, but often the share prices of listed...
View ArticleYour asset allocation guide – August 2015
An investment portfolio can be based on an investor’s risk tolerance, age or lifestyle objectives. Target weightings to various asset classes, like shares, are then used to build that portfolio and...
View ArticleInvestment Insight: Takeovers and takeover defence tactics
Takeover tactics aim to acquire the target company as cheaply and quickly as possible, while defence tactics aim to prevent a change in control of the company or maximise the price for shareholders....
View ArticleUN Principles for Responsible Investment
By Sally Campbell, Investment Manager, JBWere Responsible investing is an approach to investment which acknowledges the relevance of environmental, social and governance (ESG) factors, as well as the...
View ArticleMonthly Financial Markets Update – August, 2015
Welcome to our August monthly market update. So what happened in the major economies in July? In the United States, economic data has been solid but not stellar. Second quarter economic growth came in...
View ArticleThe time of my life
Former shopping centre developer, grazier, entrepreneur and now magazine owner, Peter Howarth, explains to Anna Fenech how his personal passions drove the success of his enterprises. Peter became a...
View ArticleHidden value lies in non-CBD office sector
Diverse opportunities in the non-Central Business District (CBD) office sector mean high net worth investors can invest through pooled/syndicated vehicles or directly. Peter Cashmore, NAB Senior Real...
View ArticleMonthly Financial Markets Update – September 2015
// ]]>Welcome to our September monthly market update. So what happened in the major economies in August? In the United States, economic data continues to be reasonably good. GDP growth for the...
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