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Hedge funds have been a feature of the US landscape for many years. Europe has also boomed as a market with an appetite for hedge funds in the past five years. In Australia we are seeing growing interest from both retail and wholesale customers. Ethical
and socially responsible investing ... Ethical Investment - sometimes referred to as green, socially responsible (SR) or conscious investment - refers to a style of investing arising from a desire to ensure that an individual's investments are in line with their "ethics". Value
Investing Today ...
In the latter half of the 1990s, the returns of value-oriented equity investment strategies were far surpassed by their growth-oriented counterparts. Although this pattern was reversed in 2000, growth's longer-term outperformance has prompted questions regarding the validity of value investing in today's marketplace. Discover a new world of investment opportunity ... The range of industries operating within Australia is increasing all the time, but more than half of the Australian sharemarket is concentrated around only five different industries. Similarly, 10 companies represent over 50% of the Australian sharemarket ... In Australia there are many organisations that research managed funds and provide recommendations to financial planners. Some researchers also make their ratings available to investors through web sites and the media. The latter include Assirt, InvestorWeb, Morningstar and van Eyk. With interest rates on the rise, investments like "safe" term deposits may seem appealing. However, there are some things to consider.
Industry sector surpasses country in global equity returns
...
Is a country or an industry
sector more important in determining global and European share returns?
The answer to this question has substantial consequences for the
way global portfolios should be managed.
Australians' Faith ... in Shares Confirmed
Australians have one of the
world's highest levels of share ownership and seem to be re-thinking
their love affair with residential property. Their faith in shares
is confirmed in the latest results of the Rothschild/Assirt All
Housing Accumulation Index.
Listed property investment
trusts have grown in popularity amongst investors in recent years.
But what does the new millennium hold for this investment sector?.
Rising interest rates no match for share income ...
With interest rates on the
rise, investments like "safe" term deposits may seem appealing.
Before taking the plunge, there are a few things to consider.
Performance
- Consistency is the key ...
In a recent Rothschild Report
we outlined the tendency for some investors to look at short-term
performance figures when selecting a fund manager. We gave a few
tips on analysing the performance tables, the most important one
being to first consider your investment timeframe.
Don't be, short-sighted ... about performance.
With performance tables for
fund managers appearing almost daily in financial papers and magazines,
there is always the temptation to choose a manager based on good
short-term numbers. However, this is a trap for the unwary investor.
What's better, value or growth- well, it depends ...
There has recently been significant
media interest in analysing fund managers' investment styles and
the way this influences their funds' returns. Some media attention
has focussed on determining which is the 'best' investment style,
in particular, predicting which style will suit the current investment
environment.
Planning for retirement ...
People contemplating retirement
face the inevitable questions: have they accumulated enough money,
and how do to they make the most of what they have got?.
Choosing a 'Stylish' Fund Manager ...
There are many criteria investors
use to select an appropriate fund manager. Some go on brand name
alone. Others use a more scientific method incorporating performance
tables, research ratings and staff credentials.
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Rothschild Articles and Reports 
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