Investment Strategies

In our rapidly evolving tax and investment environment, new and profitable investment strategies are being found and used by experts who are in-the-know. Here is the latest research and news from the experts on The Inside Network. The Inside Investor regularly publishes pieces on stocks, bonds, property, Super, tax and more. Click here to subscribe to the news that you want.

Platinum funds downgraded on management woes

Investing in a Platinum Asset Management fund to gain international equity exposure is no longer a done deal after it had a mixed outcome in its latest ratings, with three funds downgraded and one upgraded to gold. Research house Morningstar…

New short-term rental rules force strategy rethink

Investors in residential property may have to rethink their revenue strategies, following the commencement of new short-term rental accommodation rules in New South Wales last month. The tightening of the rules in NSW follows a similar move in Victoria last…

Revisit value versus price

What is the value of an investment portfolio?  Expectations today are that one can log into a system and have a reasonably accurate snapshot of wealth, allowing for a few days or possibly monthly pricing differential for some asset classes.…

Super funds cushion the blow

Superannuation funds have held up well despite ongoing market volatility. Members are encouraged to hold on to their current option and avoid making “knee-jerk” reactions. Members have reaped the benefits of diversification with different portfolio options performing in line with…

Fisher & Paykel Healthcare seizes its moment

One of the shining lights in Australian equity portfolios during a very difficult March quarter was Fisher & Paykel Healthcare, a global leader in the manufacture of respiratory humidifiers. Demand for the company’s products, which are used in intensive care…

Podium gold?

Gold is trending up, in price and discussion on its role in a portfolio. While European investors have typically included an allocation to gold as a matter of course, it is less common elsewhere. The European bias harks back to…

Time to get real?

There are plenty stepping up to criticize industry super funds for their apparently overloaded weight to real assets that can’t be realised or readily valued in a period of market turmoil.

Commercial property’s defensive qualities missing

Australian real estate investment trusts (REITs), often considered a defensive component in a portfolio, suffered the biggest fall of any asset class in March, according to Morningstar’s review of returns for the month.

Volatility must settle before it’s safe to re-enter market

There’s a lot of emotion – mainly fear – surrounding the share market at the moment. But for the clients of mechanical rules-based trading system Share Wealth Systems, all that has been taken away. Instead, SWS clients are waiting for…

Credit funds: take a good look under the bonnet

Investors in ASX-listed credit funds, which have been very popular with investors looking for yield, are on a steep learning curve right now, as they find that different funds invest in a variety of different assets, with some very different…

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