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The advantages of using rolling returns over a three to five year cycle

28 April 2016

With the myriad of data available to investors when selecting which fund best suits their investment profile, it is difficult to know which data point to use. Rolling returns, however, give a clearer track record of how a fund has performed and potentially how it will perform in the future.

Why investors yield to Australia’s bond market

28 April 2016

At its meeting earlier this month, the Reserve Bank of Australia (RBA) decided to keep its benchmark lending rate at an all-time low of 2% for the 10th consecutive time. As the year progresses, we believe the RBA could likely reach or break its record of 17 monthly meetings in a row without a rate change. (The record was set in 1995-1996, when the benchmark cash rate stood at 7.50%.) We believe the RBA doesn’t feel the need to act on its easing bias because the Australian economy remains reasonably healthy, albeit at a pace of growth that is at the lower end of what policymakers would like to see.

Africa: The last big consumer story?

26 April 2016

Chinese influence remains robust

Is ‘smart beta’ the new active investing?

22 April 2016

Globally the debate has long moved on from active versus passive to how these can be combined to assist an investor with optimally achieving their overall investment objectives. We believe that both active and passive funds can blend well together in a diversified portfolio, and that much of the perceived disparity between the two is due to the few remaining myths that still surround active versus passive.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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