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25 April 2025

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Edition: 183

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Edition 183

  • 25 November 2016

Most analysts have accepted 14 December 2016 as the date for the next increase in the US Fed Funds Rate, but the equity markets are unconcerned. The S&P/ASX200 is up 4% since the US election, and the three major indices of the S&P500, the Dow and Nasdaq all hit record highs this week. However, the prospect of higher rates has battered certain sectors in the Australian market, and every investor needs to consider the impact of rate rises on their portfolio.

So bond rates are not 'lower for longer'

Historically low bonds rates have boosted asset prices, but rates are likely to keep rising from this point. While this will cause pain over the next few years, it's a positive longer term as higher rates mean higher returns.

Have A-REIT share prices bottomed out?

A-REITs have been particularly hard hit by bond rate increases, but most are in much better shape than they were during the GFC. Investors should assess the improved value, but not all listed property trusts are equal in quality.

The impact of bond rates on asset valuations

When bond rates are low, the search for yield by investors and lower discount rates inflates other asset prices. However, there are far more factors affecting share prices than just bond yields.

Four industry leaders debate objectives-based investing

A summary of a panel discussion with Troy Rieck, Richard Howes, Roger Montgomery and Wade Matterson on whether objectives-based investing is the way of the future or a mere fad.

Startups, innovation and the Australia-Israel bridge

The number one requirement for a successful startup is resilience in the face of adversity. What lessons can Australian innovators learn from early-stage Israeli ventures, and what are the chances of success?

Understanding LIC fee structures

Fee structures of LICs can vary greatly. Higher fees impact on net returns and make beating benchmarks more difficult. On the other hand, expect manager skill and outperformance to come at a higher cost.

How Italy’s looming constitutional referendum could be ‘Brexit Mark 3’

No sooner have global markets digested the Brexit decision and the election of Donald Trump as US President, another risk event now looms on the horizon: Italy’s constitutional referendum on December 4.

Superannuation reforms now legislated

Many people have been saying they will only focus on the superannuation changes once they are legislated. That has now happened, and 1 July 2017 will come quickly.

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What history reveals about market corrections and crashes

The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today. 

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Designing a life, with money to spare

Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.

World's largest asset manager wants to revolutionise your portfolio

Larry Fink is one of the smartest people in the finance industry. In his latest shareholder letter, the Blackrock CEO outlines his quest to become the biggest player in private assets and upend investor portfolios.

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