Tag: future generation investment forum

AVOID ASX LIC IPO CONFLICT OF INTEREST & BUY FGX ASX?

Within the active v passive investing debate I think it sometimes focuses too heavily on active managers with large portfolios. I shall explore why active management can make sense with smaller portfolios. Continue reading “AVOID ASX LIC IPO CONFLICT OF INTEREST & BUY FGX ASX?”

A good reminder on some themes to consider in LIC’s over the next year.

I realise many of the readers here may already have come across this article from Daryl Wilson at Affluence Funds Management but felt it was worth a mention. This fund manager specialises in ASX LICs. I tend to agree with many of their views in articles I come across and this was no exception.  I thought I would just comment further down about how some of the themes they brought up in the article may be impacting my own decision making. Continue reading “A good reminder on some themes to consider in LIC’s over the next year.”

Brains in a bull market, Obscure exchange listings, fgx asx

In a bull market like we have seen this year, it is easy for most investors to think they are quite talented. There haven’t been too many weak areas in the markets. Chances are, whatever your method is it is probably at least delivering very solid absolute returns. I must go back about two years to find a period that provided a slight test of investor’s nerves. It has led me to think of a couple of well known sayings in the market. Continue reading “Brains in a bull market, Obscure exchange listings, fgx asx”

TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.

Most investors probably have an inkling that active fund managers are not doing a stellar job when it comes to outperforming the S&P 500 of late. Sometimes a chart is worth a thousand words, and the above one ought to grab the attention of those with a penchant towards a mean reversion, contrarian and cyclical approach to their investing.

This post will predominately be for those that subscribe to the theory that active managers may be in store for some sort of return to favor over the next few years, and potential implications of this for some LICs.

Continue reading “TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.”