This was written last week so is only a couple of days old so here is the RimSec monthly research report for those who are interested. Click here to download. There is the usual commentary on interest rates, the economy, and market expectations. The final article is a small piece on what is happening and …
Tag Archive: Investment Strategy
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Aug 28
What is the Risk Free asset?
This question is probably only important when establishing a base-line return expectation before we accept various type of investment risk. I guess we all know that technically there is no such thing as a Risk Free Asset but generally speaking it is widely believed that Cash is the risk free asset. Whilst I’m prepared to …
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Jul 12
RIMSec July Research Report
It has certainly been a while since I posted and, no, this blog is still active and hopefully I’ll be able to produce some good stuff sooner than later. Lots of analysis done, some interesting stuff too, just need the time to write it up. Anyway, I digress… I’ve just finished a short little Research …
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Apr 12
Is there a “value” bubble in Australia?
Source: Morningstar Direct, Delta Research & Advisory The above chart shows the performance of the MSCI Australian Value GR index vs the MSCI Australian Growth GR index and I’m sure you would agree there is quite a divergence in performance. In fact, as the numbers show over the last 3 years, the Value index has outperformed …
Apr 12
A Couple of Market Outlook Reports (JV w RIMSec)
I’m a little late with the first one of these but the second is hot of the press, so to speak. The following links are Market outlook reports provided by Rim Securities, and written by yours truly for Delta Research & Advisory. The March update (that is only 2-3 weeks old) can be downloaded here; …
Mar 06
The most powerful financial planning tool
The process of financial planning is like any planning process… you find out where the client is positioned today, work with the client to establish goals whilst understanding the constraints to reaching those goals, and then design, present and implement a strategy to reach those goals…which is then reviewed on a regular basis..therefore go back …
Feb 11
A quick look at equity and bond markets
Source: www.incrediblecharts.com As the above chart shows the Australian Sharemarket has had a stellar run over the last 3 months. Not a hint of volatility just upwards she goes from around 4350 to just short of 5000…throw in a very small number of dividends and its a superb return. Newspaper talk has suggested that there is a …
Feb 06
Sharemarket exuberance reflected in higher earnings forecasts…not
Source: RBA The RBA released its chart pack today and there are few charts I always like to look and in recent months its been the above, Forecast Earnings per Share. Its very difficult to see but the update to this chart shows a tiny movement sideways…so…its the first time for quite a few months …
Dec 08
Some Bond Return Distribution Stats
Source: Mornngstar Direct, Delta Research & Advisory The above chart shows distributions of excess monthly returns over the UBS Bank Bill index from July 2000 to November 2012 for four different indexes that more or less represent the different strategies a bond portfolio can accept… Citi AusBiig 1-3 Yr index … representing short duration Citi …
Nov 29
Investing in Asia…a wild ride irrespective of its economy
I just did an interview with Money Magazine about investing in Asia and I have to admit that it is one of the most popular requests I’ve had in recent years from advisers and/or their clients. The main reason for the request is that investors want exposure to the strong Asian economic growth story (which …