PRIVATE

Expertise, economics and industry insights for our most valued customers.

LATEST FEATURE

Your asset allocation guide – April 2017

We review March conditions and recommend overweight exposure in cash and alternative assets, with underweight positions in fixed interest, property and Australian equities, while keeping neutral exposure to international equities.

Read more

Superannuation Reforms – effective 1 July 2017

On 1 July 2017, some of the biggest changes to superannuation in a decade come into effect. Some of the rules and tax concessions available are changing; discover what this means for you and what opportunities you could make the most of before the end of the financial year.

Read more

From start-ups to turn-arounds, what is private equity?

Private equity has made headlines in Australia over the past year or two, but for many of the wrong reasons. The demise of Dick Smith Holdings was a high profile collapse that impacted many shareholders and retail customers, and a lot of blame has been pointed at the private equity fund manager who floated the business.

Read more

INSIGHTS, TRENDS AND CASE STUDIES

Strength in prices for the year-to-date warrants an upward revision to our price forecasts for 2017, but markets still expected to cool into 2018.

On 1 July 2017, some of the biggest changes to superannuation in a decade come into effect. Some of the rules and tax concessions available are changing; discover what this means for you and what opportunities you could make the most of before the end of the financial year.

Impact investing (sometimes also referred to as mission-related investing) is an investment strategy where an investor proactively makes investments that can generate both financial returns, as well as intentional social or environmental returns for the community.

We review March conditions and recommend overweight exposure in cash and alternative assets, with underweight positions in fixed interest, property and Australian equities, while keeping neutral exposure to international equities.

Did you know that not all investors are eligible to claim the franking credits? There are a number of strategies investors may look to utilise to limit their exposure to a fall in the share price of their chosen stock, while remaining eligible to receive the franking credits.

Research continues to show that companies with gender diversity in their leadership teams deliver better financial results. A new product from NAB – and Australia’s very first ‘social bond’ – allows investors to put their money where their mouth is and finally invest in gender-inclusive organisations.

We review February conditions and recommend overweight exposure in cash and alternative assets, with underweight positions in fixed interest, property and Australian equities, while keeping neutral exposure to international equities.

Private equity has made headlines in Australia over the past year or two, but for many of the wrong reasons. The demise of Dick Smith Holdings was a high profile collapse that impacted many shareholders and retail customers, and a lot of blame has been pointed at the private equity fund manager who floated the business.

Get the latest monthly update on housing market conditions around Australia.

The market has been largely focussed on the US Election over the past month – and is now dealing with a fundamental change with the election of Donald Trump as President.

Read more to learn how you could use annuities in your portfolio.

Forward exchange contracts (“FECs”), which are usually between a bank and a customer, enable the exchange of one currency into another at a future date and a pre-agreed exchange rate.

We review October conditions and recommend overweight exposure in cash and alternative assets, with underweight positions in fixed interest, property and Australian equities, while keeping neutral exposure to international equities.

Articles posted by month