Investors are facing a common challenge: falling cash rates make it hard to earn a real return above inflation. Record-low yields on asset classes like cash (term deposits) and traditional fixed interest (government bonds) provide little...

A brief look at Alimentation Couche-Tarde's non-binding, conditional takeover offer for Caltex Australia.

There is no doubt that Australia's small companies market has the ability to generate significant wealth. This is because stockbrokers don't earn enough revenue from brokerage on small companies and therefore don't research them, leaving...

Travelling to Japan is always something to savour. The people, culture, food and experiences are wonderful. And the opportunity to be there during the final stages of the rugby world cup was even better. My most recent trip...

Kevin Smith takes a look at foreign participation in the Japanese equity market and likely impact of the proposal amendments to disclosure rules.

In the wake of the GFC, and again after the June 2016 Brexit referendum, many fund managers left the City of London for European shores, in search of lower tax rates and less regulation, not to mention the fear that Brexit would cut them...

Through no prescience (rather a lack thereof) on our part, members of the Avenir team spent all last week in Hong Kong. While our primary purpose for being there was to meet both companies we own as well as potential new investments (and...

The Retirement Income Review commissioned by the Government issued a consultation paper on 22 November 2019 and called for submissions by 3 February 2020. This article provides an overview of that consultation paper and makes some...

The banking sector has underperformed the Australian market since 2015, and the results for the year to 30 September 2019 suggests that another year or two of underperformance is still to come.

This paper: - Identifies two key issues that Gyrostat believes would, if appropriately addressed, progress the development of retirement income products. - Provides a summary of the retirement income policy development in...