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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 …
It’s that time of year again – where every investment manager worth their salt is putting out a list of their top 10 investment predictions for 2017. We didn’t want to be left out. But in true Affluence style of contrarian …
Why we bought Gold Stocks last year Late last year we identified gold stocks as the greatest contrarian play of 2016. We wrote about it here As a result of this work, in December 2015 the Affluence Fund made a small …
Large cap stocks lag Given the amount of negative news in the last three months of the 2016 financial year, you’d be forgiven for thinking it was a terrible time in the markets. In reality, the ASX200 (including dividends) rose by 3.9% …
Being a 26-year-old Generation-Y investment professional, FinTech is a topic that I follow closely and am genuinely excited about. The web platforms and investment apps these financial tech start-ups are creating these days are unbelievable. Their mission? To make investing seamless …