The broker has warned that the “best” phases for ASX returns is behind us and is urging investors to buy more defensive companies amid signs that returns are starting to falter.
The Australian Financial Review’s Post
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A highly motivated and focused experienced professional with knowledge and experience gained over many decades across a multitude of business sectors in public and private equity
With the increasing takeover bid activity in FTSE 350 stocks at cheap valuations compared to global peers, should previous governments have established a sovereign wealth fund to support domestic equities?? As other than the fairly recently established Investment act, there is absolutely no way to stop takeover bids if you have large selling institutional holders looking for decent exits in tough markets.
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Investors, take note! 🚀 While observing the recent uptick in #ASX200, it's intriguing to see that your superannuation may actually be outpacing your direct ASX shares. But why is this happening? 🤔 Our latest analysis dives into the performance split between the ASX 200's resilience and the superior growth of superannuation funds. It's all about asset diversification — international shares, properties, and more contribute to super funds’ edge. 💼 Moreover, the strong performance of global indices like the S&P 500 and Nasdaq combined with a weaker Australian dollar has amplified the returns on international investments within super funds. 🌍💱 For those with a keen eye on investment strategy, this underscores the importance of a diversified portfolio beyond Australian borders. Curious to know more about how you can benefit from such insights? 🧐 Check out our full article and consider if your investment portfolio has the optimal asset allocation. Being informed could mean the difference between good and great returns. 📈 Read more here: https://lnkd.in/gh35jtJf #InvestmentStrategy #Superannuation #FinancialPlanning #Diversification #AssetAllocation
The Key Reason Your ASX Shares May Lag Behind Your Superannuation
bullstreet.com.au
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With major market corrections across different periods of time, investors are faced with two major questions - Should you WAIT, KEEP INVESTING, or DOUBLE DOWN during a dip? - Can you protect against downside risk? Consider three investors: Cautious Charlie, Average Andy, and Daring Dave. Each of them invests $100 into the S&P 500 at the beginning of every month. When the market goes below 10% of the previous all-time high (let’s call this the threshold), each investor reacts differently to the dip. - Cautious Charlie “holds” - He stops investing and waits till the market crosses the threshold again. - Average Andy “stays” - He continues investing as usual. - Daring Dave “doubles” - He invests double the usual amount till the market crosses the threshold again. Who did better? Here’s how they would have performed if they had started investing in 1998: At the end of 24 years, Average Andy and Daring Dave have returns of greater than 330% while Cautious Charlie has a return of about 240%. The most profitable strategy is to double down during dips, but continuing to invest as usual also does great. Source: https://lnkd.in/g6q3_pDG #sensex #bse #nse #bseindia #nseindia #mutualfunds #financialplan #mutualfund #sip #mutualfundssahihain #financialplanning #financialfreedom #stocks #investment #wealthcreation #bullmarket #bearmarket #sensex #nifty #nifty50 #niftyfifty #trading #tradingstocks #invest #investments #timimgthemarket
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Investors wait to "Time the market" ... Instead here is a great study of being disciplined and staying invested in the market and using dips in the market as opportunities
With major market corrections across different periods of time, investors are faced with two major questions - Should you WAIT, KEEP INVESTING, or DOUBLE DOWN during a dip? - Can you protect against downside risk? Consider three investors: Cautious Charlie, Average Andy, and Daring Dave. Each of them invests $100 into the S&P 500 at the beginning of every month. When the market goes below 10% of the previous all-time high (let’s call this the threshold), each investor reacts differently to the dip. - Cautious Charlie “holds” - He stops investing and waits till the market crosses the threshold again. - Average Andy “stays” - He continues investing as usual. - Daring Dave “doubles” - He invests double the usual amount till the market crosses the threshold again. Who did better? Here’s how they would have performed if they had started investing in 1998: At the end of 24 years, Average Andy and Daring Dave have returns of greater than 330% while Cautious Charlie has a return of about 240%. The most profitable strategy is to double down during dips, but continuing to invest as usual also does great. Source: https://lnkd.in/g6q3_pDG #sensex #bse #nse #bseindia #nseindia #mutualfunds #financialplan #mutualfund #sip #mutualfundssahihain #financialplanning #financialfreedom #stocks #investment #wealthcreation #bullmarket #bearmarket #sensex #nifty #nifty50 #niftyfifty #trading #tradingstocks #invest #investments #timimgthemarket
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Concentration risk within equities is a choice not an obligation. How best to differentiate within global equities? We see 4 different active allocation approaches. 1. Read the article in our Insights https://lnkd.in/essN_yV3 2. Join our CPD webinar on Differentiated Global Equities https://lnkd.in/erScu4kC 3. For UK advisers seeking support for their investment proposition, please contact us: https://ow.ly/V83e50QyetY #elston #multiasset #investmentsolutions
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Concentration risk within equities is a choice not an obligation. How best to differentiate within global equities? We see 4 different active allocation approaches. 1. Read the article in our Insights https://lnkd.in/essN_yV3 2. Join our CPD webinar on Differentiated Global Equities https://lnkd.in/erScu4kC 3. For UK advisers seeking support for their investment proposition, please contact us: https://ow.ly/V83e50QyetY #elston #multiasset #investmentsolutions
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Concentration risk within equities is a choice not an obligation. How best to differentiate within global equities? We see 4 different active allocation approaches. 1. Read the article in our Insights https://lnkd.in/essN_yV3 2. Join our CPD webinar on Differentiated Global Equities https://lnkd.in/erScu4kC 3. For UK advisers seeking support for their investment proposition, please contact us: https://ow.ly/V83e50QyetY #elston #multiasset #investmentsolutions
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Concentration risk within equities is a choice not an obligation. How best to differentiate within global equities? We see 4 different active allocation approaches. 1. Read the article in our Insights https://lnkd.in/essN_yV3 2. Join our CPD webinar on Differentiated Global Equities https://lnkd.in/erScu4kC 3. For UK advisers seeking support for their investment proposition, please contact us: https://ow.ly/V83e50QyetY #elston #multiasset #investmentsolutions
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📣 Private equity may be a better hedge against inflation than stocks! Studies show that private equity outperforms public equities during inflationary periods, with annualised returns of 10.2% compared to 3.8%. Private equity has lower volatility and can benefit from active management. While investing in private equity has risks, the leverage used by private equity firms to acquire companies can result in higher returns. 💰 #PrivateEquity #HedgeAgainstInflation #InvestmentStrategy #Returns #RiskManagement #InvestorTips
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This month’s investment commentary discusses our asset pair model, which plays a pivotal role in shaping our tactical asset allocation decisions and model portfolios. Our model recommends favouring large-cap equities as we rebalance our portfolio away from midcaps, capitalising on the recent Indian equities rally. Read further: bit.ly/46ebRA2 #SanctumView #SanctumWealth #WealthManagement
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