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Only a few short months ago the burgeoning Fixed Income Listed Investment Trust (LIT) space was the shining light of the LIC/LIT market. As many equity based funds fell to large discounts to their underlying Net Asset Value (NAV), fixed…

ETF Watch founder Steve Bull first met with Phil Muscatello from the Shares for Beginners podcast in October last year to discuss all things ETFs & LICs. Steve caught up with Phil earlier this week to discuss the Coronavirus Crisis…

The Coronavirus crash has unfolded faster than any crash in recent memory. It took almost a year for the GFC to hit the levels of falls so far witnessed since markets peaked on February 20 and everyone's live have change…

Five weeks in to the Coronavirus crash, share markets are down in the vicinity of 35%, whole countries are in war time style lockdowns & Fiscal stimulus and monetary policy dwarfing the efforts of the GFC are being announced globally.…

Listed Investment Companies have an obligation to report their fund’s underlying Net Asset Values on a monthly basis. They must do this within 2 weeks of the end of the month. The latest updates landed on Friday and have now…

ETF Watch Fear Index heats up

ETF Watch - Mar 12, 2020

In our last post (just 3 days ago), share markets were perilously close to bear market territory (a loss of 20% or more from a market peak). Well we're well and truly past that point now, with the ASX now…

In January and early February as news spread of the worsening Coronavirus pandemic in China, share markets, known for catching a cold at even the slightest sneeze in global activity, surprisingly did not react. The Australian share market continued its…

It started as a murmur in 2019, the corporate regulator, ASIC began to raise concerns about the common practice of Stamping fees paid for LIC IPOs, essentially commissions paid to Advisers and Brokers for recommendations for their clients to invest…

2019 ETF & LIC Performance Report

ETF Watch - Jan 13, 2020

2019 was about as good as it got for equity investors, as benign market conditions and continued low interest rates saw share markets rally. The year started with a recovery from the late 2018 share market correction. The rally literally…

The period of 2014 to 2018 may be seen as the golden age for LICs. With over 50 LICs launched during the period, most raising many hundreds of millions of dollars. Fund managers scrambled during this period to turn their…

In a candid chat with Phil Muscatello from the Shares for Beginners Podcast, ETF Watch Founder Steve Bull discusses all things ETFs & LICs. Including his background,  how he came to founding ETF Watch, ETFs & LICs explained in 1…

Are you ready for FIRE?

Aussie Firebug - Oct 12, 2019

This is a guest post from Aussie Firebug. Aussie Firebug is a leading commentator on the Financial Independence Retire Early (FIRE) movement in Australia. Check out his blog here. You’ve probably heard of financial independence (FI) before, but usually, that’s…

When VGI Partners listed their first LIC, VGI Partners Global Investments (VG1) in 2017, investors scrambled to gain access to their successful global strategy, with the fund raising over $500 million, overnight becoming one of Australia’s largest LICs. Since listing,…

Without a doubt, two of the success stories over the last 5 years in the listed funds space have been Listed Investment Companies (LICs) and Actively Managed ETFs. In the last 5 years the LIC space has more than doubled,…

The 2019 Financial Year was certainly a year of two halves. Global selloffs saw share markets fall anywhere from 10-20% in late 2018, bringing doom and gloom back into the market. However, almost as if a switch was flicked on…

When we took a look at the impacts that Labor’s proposed changes to franking credits were having on LIC Net Asset Value discounts, Labor were at near unbackable favourites to win the election. We thought it was only a matter…

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