Lessons we can take from history during volatile times
It’s been ‘one step forward, two steps back’ for investors just recently – every piece of positive news on the markets is followed in short order by something else to shut down hopes once again. Take a look at the always-important US market in recent weeks. The S&P 500 rose by 2 per cent on…
What investors need to know about biodiversity
Biodiversity is the Earth’s balance of plant and animal species, ranging from the largest, like the blue whale, down to the smallest virus. Biodiversity’s ‘ecosystem services’ help support food production, water purity, and raw materials. They also regulate climate patterns, contribute to blocking pollution and inspire medicines. In short, we rely on biodiversity for our…
A fund manager’s guide to turning down the volume
Investment theory is easy. It’s the execution that’s hard. Warren Buffet famously said, “We need to be fearful when everyone else is greedy, and greedy when everyone else is fearful”1. It sounds really simple but it’s actually much harder to execute. Periods of volatility and financial downturn present us with a great opportunity to buy…
Investing Megatrends
The optimistic view that inflation in the US is peaking took a hit on 13 October with the release of a bullet-laden September CPI (consumer prices inflation) report. The bullets – a 0.4% increase over August and year over year inflation at 8.2% -support the counter-argument view held by many that the interest rate hikes…
Demystifying long and short funds
Long/short funds are a type of fund that aims to maximize the upside of markets, while limiting the downside risks. To do this, these funds take both long and short positions in investment positions, often from a specific market segment. Here we look at long / short funds in more detail, specifically how fund managers…
3 tax tips for Inheriting property
Inheriting property has the potential to significantly change your life – so make it count! In this article Catherine Chivers, Senior Manager of Strategic Advice at Perpetual Private addresses some of the biggest questions when it comes to inheriting property. She explores the complexity involved in receiving an inheritance and draws on her experience working with clients…
Investing in the things you believe in
Sustainable investing is becoming more sought-after amongst investors look to ensure their investments are helping to shape better environment and social outcomes. We’ve compiled an overview of the main sustainable investment strategies to help assist those seeking to understand which approach may best suit their goals. An increasing number of investors are now looking to…
Three investing mindset errors that could be costing you money
In light of recent market volatility, we look at three mistakes investors commonly make that could be losing them money and suggest how to overcome them. The last few months have proven a tough time for most investors with market volatility continuing to wreak havoc in investment portfolios. In this article we examine three investing…
5 dividends questions answered
Q1: What’s likely to happen to company dividends post the onset of COVID-19? Dividends are the cashflows that a company elects to pay out to its shareholders as a reward for holding the shares over time. We hope that if they are good, growing businesses, companies can pay from their profits. They can also dispose…
Hunting for income: Three things to consider
With interest rates likely to be lower for longer, investors are seeking yield from potentially riskier investments. We analyse alternatives and share three key factors to consider in the hunt for income. Record-low interest rates pose a challenge for income-oriented investors. That challenge is particularly acute for those living off the income from cash investments….
