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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 …
The discount opportunity Right now, LICs are under pressure as the average level of discounts is much higher than usual. What is also unusual is that these elevated discounts have appeared when the ASX has been going very well. History would …
We first started investing in LICs back in 2015. We didn’t start out specifically targeting them. But we realised there were some features in the LIC market that made them an attractive investment opportunity. The biggest positive from our point of …
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. …
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 …
Affluence Investment Fund 2018 Review What a difference 12 months makes! At the end of 2017 markets were soaring and investors were enjoying the easy money that was being made (it always feels easy on the way up). Now, at the …
If 24 LICs ran the Melbourne Cup, which would be our favourites We are proud to present our second annual form guide for the Affluence LIC Cup. The LIC Cup determines the best performing LICs in Australia and is possibly even …
LICs continue to rise in popularity, and luckily for investors, the number and variety on offer continues to increase. Some of the more recent prominent IPOs include WAM Global Limited (WGB), L1 Long Short Fund (LSF) and the – Gryphon Capital …
If you watched any news or read a newspaper last month, it would be hard to have missed that there is a Royal Commission going on into banking and wealth management. Much has already been written about it, and I don’t …
The latest SPIVA results from Standard and Poors are in. They provide some important investment lessons on where to look if you’d like to find long-term outperforming managed funds, although that’s not the impression you’d get from reading the report. In …
Markets at the start of February have reminded investors that shares don’t always go up in a straight line. The Australian market dropped over 5% from its recent highs, and the US market dropped over 10% from its top. Considering the …