News
Feature article: Comprehensive Income Products for Retirement - Treasury...
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 risk assessment considers the amount...
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Feature article: Equity income in retirement products
Falling interest rates are highlighting the limited range of investments that deliver a regular and stable income stream with capital security.
Article contents:
1. A framework for desired product features -...
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Feature article: Sequencing risk for retirees - the consequences of loss 'late...
Many clients, particularly retirees, are worried about the consequences of another significant market correction. The consensus view is that markets are now 'late cycle'. Most major corrections occur within 8 years, we are now at year 12,...
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Out-of-sample Data and Quant Quake #2
Michael Frazis, Founder of Frazis Capital Partners and Portfolio Manager of the Frazis Fund, provides an update on the Fund's performance in August, as well as his analysis of some of the Fund's holdings.
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The bizarre world of negative interest rates
Some central banks are pushing monetary policy into the upside-down world of negative interest rates, but rather than success they are creating bizarre side effects.
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Reflecting on Policy Errors in the Administration of Hong Kong
Kevin Smith takes a look at some of the underlying economic and political issues that have contributed to mass protests in Hong Kong which go well beyond the initial trigger event of the proposed extradition bill.
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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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The Impact and Opportunity of Artificial Intelligence
At Insync Funds Management, one of the important parts of our future-focussed investment process is identifying enduring Megatrends that provide a runway of assured growth for companies that benefit from them. AI is unique as it has an...
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Advantage Advantest? Or why are Japanese technology companies so overlooked?
This article was prompted by the announcement recently that Verizon was selling Tumblr for a few million $. Tumblr is/was a social networking site that allowed users to blog personal stuff to each other. A couple of years ago Tumblr was...
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Commonwealth Bank's FY19 Result: Trench Warfare Ahead
The Commonwealth Bank of Australia ("CBA") is Australia's largest bank at $140.6 billion, and the most expensive of the Big Four, in terms of P/E, dividend yield, and price to book ratio. As such, its disappointing result for the year...
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