NEWS
New Funds on Fundmonitors.com
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research,...
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Beauty is in the eye of the investor!
Insync invested into Estee Lauder 3 years ago. Why did we, how is this investment progressing and what are its prospects?
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Bank Runs in China
Henan Yichuan Bank, in the inland province of Henan, has assets of only CNY 62 billion (about AUD $13 billion). Last week, locals rushed to withdraw their deposits, even though the central government guarantees all bank deposits up to a...
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Invest in Your World
Are investors missing out on the value created from their increasing digital screen time?
It won't come as a surprise that over the last decade the average daily time spent on screens, which used to be restricted to television...
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Positive developments likely from the Retirement Income Review
The Australian Government Treasury (Treasury) discussion papers on retirement income highlight the increasing focus on a more comprehensive risk assessment of retirement income products.
The recently announced Retirement Income...
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Why Cyan has sold out of Afterpay
Afterpay (APT) has been one of Cyan's most successful investments, having risen 30-fold from our initial investment at the $1 IPO in April 2016 to our exit on the 9th October at $33.50. In the 3.5 years since then, whilst we have made...
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Why Telstra Could Be Worth Less Than $2
In this Insights article, Hamish Carlisle, analyst and portfolio manager at Merlon Capital Partners, discusses in depth why it is he believes Telstra's most recent result is indicative of weak accounting, short termism, and weak board...
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Japan as a Safe Haven for Equity Investors
We have maintained a positive view regarding Japanese equities for the past year and we express that view with an asset allocation in favour of Japan in excess of 50% in our Asian regional portfolio, whereas many of our competitors...
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Recession O'Clock, Australia?
The biggest drivers of GDP growth in Australia are "houses and holes", i.e. residential construction and resource exports. Residential construction is driven by factors internal to the Australian economy, whereas resource exports depend on...
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Three Seismic Tremors in September
The financial world was shaken by three seismic tremors during September 2019, but most people only noticed one of them, that being the drone attack on Saudi Arabia's oil processing plant. The other two, discussed in detail in this...
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