Your asset allocation guide – September
Should individuals consider the value of their human capital as well their financial assets when calculating their net worth? A recent presentation by Canadian Professor Moshe Milevsky at the Portfolio...
View ArticleInvestment Insight: The rise of self-driving cars
Self-driving cars are vehicles capable of sensing their surroundings using advanced control sensors like radar, laser rangefinders, satellite positioning and computer vision to interpret road signage...
View ArticleInvestment: Where to from here for the Chinese Yuan?
China’s official currency is called the Renminbi which means “people’s currency”, however, prices of goods in China are quoted in Yuan so the two terms are often used interchangeably. Chinese Yuan...
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Strategy: investment timing and analysis
Sally Campbell, JBWere Successful investing can be all about timing, and investment advisers aim to provide guidance around this every day – but it’s impossible to pick the perfect moment every time....
View ArticleInvestment Insight: food for thought
Food catering has evolved from being an add-on to mainstream shopping complex merchandising, to an attraction in its own right, and a material contributor to the visitation experience, according to...
View ArticleMonthly Financial Markets Update – November 2015
Welcome to our November monthly market update. Positioning Despite the bounce in share prices in October, equities continue to offer the best prospective returns of any asset class, supported by low...
View ArticleInvestment Insight: the heart of the machine
As the runway approaches and your aircraft descends, you tighten your seatbelt. Engines whistle as they slow, landing gear clunks as wheels extend, wing panels buffet against the rush of wind while at...
View ArticleYour asset allocation guide – November
Asset allocation – the tail wagging the dog for risk-averse investors Exposure to equity market risk poses an ongoing challenge for professionals trying to build robust, conservative portfolios for...
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Investment Insights: Modest house price growth predicted for 2016
Movements in the residential property market affect everyone – whether you’re an investor, an owner occupier, or a renter. After several years of incredibly strong house price growth, primarily in...
View ArticleMonthly Financial Markets Update – December 2015
Positioning Although interest rates in the United States are likely to be increased this month, and to gradually rise to historically more standard levels over the next few years, we expect that...
View ArticleProperty Insight: Gradual slowing in key metros
In November, Australian capital city dwelling prices, as measured by the CoreLogic RP Data Hedonic Home Value Index, fell 1.5% and are down 0.5% over the past three months. Melbourne saw the largest...
View ArticleMonthly Financial Markets Update – February 2016
Welcome to our February monthly market update. Following the reduction in equity prices, share market valuations are more attractive in most of the major markets, however, we expect that the themes...
View ArticleAsset Allocation Insight – February 2016
“Alternative investments” is a broad term and there is no single definition as to what makes an investment alternative, as opposed to traditional. In general, alternative investments will typically...
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Property Insight – Housing Update
Property market cooling and building has peaked Australian capital city dwelling prices, as measured by the CoreLogic RPData Hedonic Home Value Index, rose 0.9% in January and are down 0.6% over the...
View ArticleStrategy Insight: Measuring the carbon footprint of your portfolio
Sally Campbell, JBWere Ever wondered about the carbon footprint of your recommended investments? Increasingly, we’ve found clients want to know more about their portfolio’s environmental impact....
View ArticleThe Whisky Isle
When Bill Lark and his wife Lyn made their first single malt at the kitchen table of their Tasmanian home, they had one simple goal in mind – to see if they could produce some good whisky. Twenty-three...
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The dining boom
Where are the best opportunities in the Australian food and beverage sector? Michael Glenane Leigh Cronin Executive Directors, Fairview Equity Partners With the mining boom at an end, the...
View ArticleMonthly Financial Markets Update – March 2016
Welcome to our March monthly market update. Positioning While the recent turbulence in financial markets was due to largely unfounded fears of a slowdown in China and the United States, the bounce in...
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Your asset allocation guide – March 2016
Asset allocation Comparing apples to oranges: bond yields vs equity dividend yields A common chart that shows the extreme differentiation between bond yields and equity dividend yields is being used to...
View ArticleStrategy: investment timing and analysis
Strategy: Different investment structures – is anyone else confused? LICs, ETFs, SMAs, ETPs, mFunds, unit trusts… I thought professionally managed products were introduced to make investing simple for...
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