| SMSF: Smart Defensive Strategies for 09/10 |
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| With the Aussie market falling back as hot money profit taking continues, we showcase two powerful strategies to help clients stay in the market at the same time as adding a defensive bias to their portfolio. |
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| The "Mean Reverters" Are Wrong |
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| Australian equity markets will continue to rise but volatility remains: risk management, protection and yield enhancement will be key to good portfolio design in 2009/10. |
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| SMSF: Avoid Bonds, Buy Australian Equities, Leading Asian and BRIC Equities |
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| Australian equities, carefully selected Asian and BRIC shares will lead the world in 2009/10, while bonds will produce sharp negative returns as global interest rates rise. |
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| The Curious Case of the Banks |
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| In our March A Mail we examine why the Aussie market is rallying – eg the Banks are defying broker reports that told us they would fall by 40% this quarter. This is, truly, an example of what Warren Buffett meant about not "waiting for the robins (lest) the Spring be over". |
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| SMSF: 2009 is the year of equities |
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| 2009 will be the year to remain in, and where possible to increase, your client’s exposure to Aussie equities. I am not predicting an immediate share market recovery, but this statement reflects the fundamental rationale for share investing – access to the long term wealth creation mechanism that "sharing" in corporate profits provides. |
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| SPECIAL REPORT: Get China And Asia Working For You In 2009 |
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| Global Alpha 2009 : China
Stripping away all the hype (and gloom) the consensus still is that China and Asia will be the dominant Alpha generators in 2009. We spell out the key value drivers and smart SMSF and HNW investment strategies for 2009. |
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| Evolve or Perish – Survival Tips from Top Advisers |
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| Top advisers are now rejecting hedge funds, margin lending, traditional managed funds, leveraged property funds and exotic structured products. Instead, they are using ETFs, direct equities, protected lending, instalments and 'next generation' structured products. |
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| Stockmarket Recovery – Alpha Stock Pickers Update |
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| Alpha interviews William Keenan of Lonsec and Peter Rae of Aegis with key updates on stocks to ride the recovery with less downside, including all current earnings forecasts. |
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| SMSF Asian Investment Rationale |
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| Alpha CEO, Dr Tony Rumble, gives detailed reasons why SMSF and HMW investors and advisers should be allocating to Asian and BRIC investments now.
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| SPECIAL REPORT: Dark Before The Dawn |
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| Alpha CEO, Dr Tony Rumble, gives a detailed review of the global and Australian economies, and argues that current volatility overstates the risks to stock markets. Strong underlying resilience of the Australian stock market represents good value for investors right now. |
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| SPECIAL REPORT: Top Gear Strategies For June 30 |
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| Alpha CEO, Dr Tony Rumble, gives his take on this month’s aMail in this three-minute video. His key message: gearing into shares remains the best long-term investment strategy and now is the best time in several years to borrow to buy shares given stock market falls. |
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| A Cheaper, More Powerful Way For Your Clients To Gear Before June 30 |
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| Alpha Structured Investments CEO, Dr Tony Rumble, gives his take on this month’s aMail in this four-minute video, including important news for protected borrowers after last week’s Budget. His message: investment loans over POWER Shares provide the same benefits of protected equity loans but for half the interest cost, and are now even more tax effective. |
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| April 2008 - Alpha POWER Shares – Asian Lions, ready to roar |
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| April saw the official launch of Alpha POWER Shares – Asian Lions, in Sydney. So far, the feedback on our innovative new product has been terrific.
Leading advisers like the idea of exposure to Asian counties that benefit from the fast-growing Chinese economy, with capital and currency protection and enhanced yield.
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| March 2008 - SMSF: Now is the time for Asia |
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| Exciting news. This month sees the launch of Alpha POWER Shares – 'Asian Lions' , a new way to get exposure to fast-growing Asian economies with capital protection and enhanced yield. |
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| February 2008 - Stockpicking for Volatile Markets |
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| Quality stocks continue to weather the storm, relying in growing earnings and GDP growth for defensiveness. Stocks with negative earnings surprises are being punished. View our exclusive streaming video interviews with Lonsec and Aegis for a guide on how to prosper in coming months.
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| January 2008 - Volatility, Aussie and Asian Growth to Continue |
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| Australia is still riding the resource wave and our economic and corporate fundamentals are strong. This will drive a stockmarket turnaround this year but investors need to focus on quality stocks and reduce risk in their investment portfolios. We expose what is really troubling global stock markets – its not what you think! |
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| SMSF: Global investing is key for 2008 |
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| Global growth will be strong in 2008, spearheaded by the emerging markets and BRIC sector. Unfortunately, the evidence is clear that global active managers may continue to underperform well designed index products. We present our guide to global investing for 2008 |
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| Alpha BRIC Plus – 38% pa return with reduced risk |
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| Alpha specializes in innovative absolute return investments, and our Alpha BRIC 40 Plus product has delivered a great 1st birthday present to its happy investors: a massive 38% gain, with the benefit of an 85% capital guarantee at maturity. |
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| SMSF: Enhancing Investment Returns |
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| As we have consistently predicted, recent Australian stock market volatility is subsiding and quality stocks have rebounded back to fair values. Share prices will remain under pressure whilst US markets worry about economic growth. SMSF investors must not be tempted to stay in cash – capital protected and risk reduced investing is vital for your SMSF returns to stay ahead of the pack. |
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| SMSF: Building Resilient Portfolios |
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| Recent market volatility should have little impact on sensibly constructed SMSF portfolios including good direct and structured investments – unlike typical managed funds which have unnecessarily crystallized losses during the recent downturn. |
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| The Truth about Basis Capital |
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| In this month’s A Mail we dissect the truth about Basis Capital, and update clients on the rapid growth in our flagship POWER Shares product. |
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| Australia's 1st Structured Product Platform Launches |
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| The Alpha Platform is Australia's 1st open ended platform for the delivery of high quality total return and structured products designed for SMSF and HNW advisers and investors. |
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