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The rise of debt LITs There are now eight debt focused Listed Investment Trusts (LITs) on the ASX. They have a combined market cap of $4.7 billion. Debt-based LITs are a relatively new product for Australia, with Metrics Credit Partners launching …
We recently recorded this Affluence LIC Fund webinar. When picking stocks, it is widely accepted that buying high quality businesses at a discount to their value is the best path to long term success. When choosing great fund managers, the same …
Regardless of exactly when a correction might happen, it would not be a stretch to say that it’s late in the current investment cycle. And that usually means it is prudent to think about the level of defensive assets in your …
What is Volatility? The performance of an investment is ultimately the most important thing. But when assessing a potential investment, it is also vitally important to understand volatility. In essence, this term refers to the range of investment returns, or how …
I’m fairly certain that at some point in the future, we will look back on this period and wonder how we could have ever believed that current negative interest rates seem reasonable. Right now, there are several trillion dollars worth of …
In the last six months, the cash rate set by the Reserve Bank of Australia has fallen 0.75%. It is estimated that cash returns on savings accounts and term deposits have fallen even more. In addition, the percentage of cash in …
Are you looking to invest in the best LICs in Australia? The Affluence Listed Investment Company Guide can help you learn more about LICs. A Listed Investment Company or LIC is a specialised type of company that pools together shareholders’ funds …
In early 2009 in the depths of the financial crisis, I cut out a small section of the Australian Financial Review and stuck it on my wall. That piece of paper contained a list of short and long term interest rates. …
Last month, we set out why the worst performing funds in recent times, can be amongst the winners in the future (see here). In summary, Research Affiliates showed that the top 10% of US managed funds over a three year period …
If I told you that your best chance of finding an investment fund that is going to outperform in the future would be to screen for the worst performing funds in the past, you might think I was crazy. But one …
At Affluence we read a lot. It’s a big part of the job. For us, investment fund manager education never stops. We subscribe to a range of free and paid services. They include newspapers, websites and email subscriptions. We are often …