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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 …
On Tuesday 6 February 2018, the ASX fell 3.4%. Tens of billions of value was wiped from stock markets around the world. We get a lot of questions about how we handle a day like that. What exactly do we do …
To win the Melbourne Cup requires a horse that is well trained, has a great jockey, and importantly hasn’t been hit too hard with a weight handicap from the stewards. To win the Affluence LIC Cup, an LIC requires many of …
It appears over the last month that some of the wind has been knocked out of the sails of LICs, with a notable decrease in buying support. One possible reason is LIC investors selling to invest in the current crop of …
There are now around 100 Listed Investment Companies (LIC’s) available to choose from on ASX with a total value of more than $30 billion. Through LICs you can access many different managers, asset classes, geographies and investment strategies. One of our …
We were recently asked three questions by Livewire Markets about key events or data that could impact residential property investment in Australia. Here’s our thoughts. A link to the original Livewire article is here. 1. What data point or event in …
We are at an interesting stage in the cycle, with the ASX 200 hovering around recent highs, global equities looking expensive, and calls for boom and bust from different forecasters and commentators. At Affluence we know we don’t know the future, …
We were recently asked by a financial journalist to name the biggest investment risk of 2017. Given we are towards the end of a near decade long bull market in virtually all asset classes (bonds, equities, residential property and commercial property) …
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter Lynch It seems like we’ve been hearing about how expensive markets are for years. But with …