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MArket news AND updates
The articles below outlines recent developments in markets relevant to conservative investors. Many articles are an abridged extract from past monthly summaries and other information Amicus provides on a timely basis to its retained clients. The contents of these articles are a reflection of topics where Amicus has specific expertise, experience and knowledge. We hope these articles provide a community service by disseminating relevant information to the investment community and also provides potential clients with a better feel for our approach and the breadth and depth of the services we offer.
How will Ending Lockdowns Impact the Economy and Interest Rates?
The roadmap out of lockdowns announced by the NSW Government in September will almost certainly help revive that state’s economy. While probably a few weeks
Credit Outlook Changes for Investments with Mutual ADIs
Mutual banks and credit unions comprise around 2.5% of all ADIs in Australia by assets, but over 50% by number. The sector has been consolidating
Bank Failure Triggers Tighter Regulations
The Australian Prudential Regulatory Authority (APRA) has tightened its controls on new banking licences. Under APRA’s new rules, new Authorised Deposit-taking Institutions (ADIs) will now
How will the NSW COVID Outbreak Affect Interest Rates in Australia?
Lockdowns, where many businesses are closed and workers’ and consumers’ movements are restricted thus impeding their productivity negatively affect economic growth. This has been clearly
What Level of Resources to Devote to Investment Portfolio Management?
In general, the more money being managed the more resources dedicated to its management. An individual with few assets simply outsources the management by putting
How to Manage Long-Term Liability Risks through Increased Portfolio Returns
Nearly all local governments manage significant infrastructure assets including buildings, drainage works and long-term liabilities related to maintenance and renewal of these assets. With interest
Interest Rate Rises Will Now be Delayed Due to Lockdowns
The ongoing lockdowns in several Australian cities and regions to contain the spread of the delta variant of the COVID–19 virus will negatively impact economic
FRNs as a Source of Liquidity
Many conservative investors operate a strategy of keeping a large percentage of their investment portfolios in term deposits, electing to roll them over every three
Safe Custody Often the Best Option vs Austraclear
Nearly all Floating Rate Notes (FRNs) and other corporate bonds traded between institutional investors in Australia are held within the Austraclear system. This is a
Lehman Brothers Australia – Dividend Payment Update
The major outstanding issue holding up the next dividend payment remains the tax treatment disagreement with the ATO. This has arisen due to tax losses
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