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Market’s goldfish memory on display in oversubscribed UBS CoCo deal

The Swiss bank’s $3.5 billion issue of contingent convertible bank capital drew 10 times as many investors as it needed, showing the market has already forgotten how holders of these bonds fared in the case of the collapsed Credit Suisse.

Lisa Uhlman | 22nd Nov 2023 | More
Dreaming of retiring early? The F.I.R.E. plan is about to get even tougher

The “financial independence, retire early” approach, which trades spartan frugality now for an early retirement later, can work in the right conditions, but its benefits may be eclipsed by the sacrifice required along the way, writes Alteris Financial Group’s Jaxon King.

Jaxon King | 8th Nov 2023 | More
  • Several homes, shares and, of course, luxury: How the uber-wealthy invest

    Primary and secondary homes make up about a third of the total global wealth of the ultra-rich, new research shows. Commercial property and equities are also big components, with a small but increasingly valuable share going to “investments of passion”.

    Staff Writer | 8th Nov 2023 | More
    No income, but (nearly) everything else: The case for gold in a retirement strategy

    The unique benefits of a gold allocation are clear, but investors, particularly retirement savers, are missing out on much of the market according to World Gold Council market strategist Joe Cavatoni, who says the metal’s dual role as a consumer good and an investment asset is key to its bright outlook.

    Lisa Uhlman | 1st Nov 2023 | More
  • Geopolitical shocks pile up, but markets equipped to ride the volatility

    Shock events like the Israel-Palestine and Russia-Ukraine conflicts are not a reason for investors to panic sell, as history tells us geopolitical risk, which is always present and therefore factored in by markets, has little correlation with long-term economic upheavals.

    Nicholas Way | 25th Oct 2023 | More
    Thanks to rates reset, bond markets eye a 2024 ‘all about income’: AMP

    Higher bond yields are making fixed income fundamentally more attractive than it was during years of ultra-low interest rates. AMP’s Diana Mousina and Chris Baker recently discussed the opportunity set as investors look to add income and defensiveness in a new paradigm.

    Lisa Uhlman | 25th Oct 2023 | More
    Don’t expect low rates to return, Oaktree’s Marks says – instead, bet on debt

    Repeating his warning that markets are undergoing a “sea change” that will see a new set of winners and losers emerge in short order, the famed distressed-debt investor said it’s time to consider a profound shift from asset ownership to lending and credit.

    Lisa Uhlman | 18th Oct 2023 | More
    Retail investors add cash but keep long-term focus amid uncertainty: Nabtrade

    Australian retail investors are trading less since the height of the pandemic, as uncertainty over the direction of markets prompts them to accumulate cash. But while even the pros may be tended to blink, the overwhelmingly buy-and-hold retail cohort is proving its savvy, says nabtrade’s Gemma Dale.

    Lisa Uhlman | 11th Oct 2023 | More
    AI and the knowledge revolution: How to invest through the froth

    The rise of AI is part of a global knowledge revolution that is reshaping every aspect of our lives, according to AI thought leaders at the Australian Investor Association’s recent investX conference. While it’s new territory, the same investment principles should apply in picking the winners from the losers.

    Lisa Uhlman | 11th Oct 2023 | More
  • Adding credit for defense in a higher-for-longer world

    With Australia facing difficult conditions as the impacts of rising interest rates continue flowing through the economy, credit remains one of the most reliable and attractive ways to add defensiveness to a portfolio, strategists from SQM Research and ICG told a recent Inside Network symposium.

    Lisa Uhlman | 13th Sep 2023 | More
    Testing limits of brand loyalty, Qantas falls from grace

    With Alan Joyce’s departure, it’s now up to incoming CEO Vanessa Hudson to restore the airline’s battered reputation after a series of high-profile trust breaches. But getting the Flying Kangaroo back on top will take some intestinal fortitude from the board.

    Nicholas Way | 6th Sep 2023 | More
    Panama Canal woes fuel supply-chain fears for the long haul

    With global growth expectations already under pressure, drought-fuelled disruption to the Panama Canal shipping route is bringing supply-chain slowdowns back to the fore, just in time to do maximal economic damage.

    James Dunn | 30th Aug 2023 | More
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