MB fund

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MB Fund September 2019 Performance

September saw volatile, but ultimately strong equity markets push the investment returns for most superannuation funds higher. Our tactical investment funds performed well, and continue to post-investment returns above the returns of most Australian super funds over the last year. This comes despite their defensive stance. In our portfolios, we are positioned for adverse outcomes,

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MB Fund Podcast: Confessions of a non-bank lender

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen and Tim Fuller as they investigate “Revelations from the coal face of Australian Lending with Stephen Mitchell.” Stephen’s the CEO of private capital lender Oak Capital, and second-tier mortgage broker Resicom. With the Australian property market in major flux, we take an on-the-ground

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MB Super now offers insurance cover

We are proud to announce that MB Fund Super accounts now offer personal (Life and Total & Permanent Disability) insurance cover. You can select Life only, TPD only or Life with linked TPD cover. We have spent considerable time in choosing an insurance partner that offers a sound and reliable insurance solution for MB Fund clients.

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Is it just me or are China’s reactions increasingly unhinged?

Part of my investment thesis on China is that the underlying structural issues have been laid bare by the trade war. Regardless of any face-saving deal, the problems will not go away. China’s reactions to three events in the past week appear increasingly unhinged and are likely to accelerate the process. Background China entered the

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MB Fund Podcast: Is Australia’s Jobs Miracle on Borrowed Time? LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 10th October), hear from MB Fund’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, and Tim Fuller as they cover “Is Australia’s Jobs Miracle on Borrowed Time?” Over the past 2 years the Australian economy has experienced an unprecedented jobs boom of more than 300

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MB Fund podcast: Is Australia’s Housing Rebound a Bull Trap?

In today’s webinar and podcast, hear from MB Fund’s Head of Investment Damien Klassen Chief Economist Leith van Onselen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller as they cover “Is Australia’s Housing Rebound a Bull Trap?” While the growth outlook of the housing market has unambiguously improved over the next 12

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MB Fund Podcast: Aussie housing rebound a bull trap? LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 3rd October), hear from MB Fund’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Chief Strategist David Llewellyn Smith and Tim Fuller as they cover “Is Australia’s Housing Rebound a Bull Trap?” While the growth outlook of the housing market has unambiguously improved over the

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MB Fund Podcast: Death of financial media with Patrick Poke

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and special guest Patrick Poke of Livewire Markets as they cover “The Death of Traditional Financial Media.” On the agenda this week is falling broker and industry research, what to make of writer biases and motives, growing interest in International equities

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MB Fund August Performance

Most superannuation funds lost money in August on the back of the Australian stock market, falling around 2%. Our tactical funds all bucked the trend to increase in August on the back of our overweight bonds  and heavily underweight Australian stocks holdings: In our portfolios, we are positioned for adverse outcomes, which means that we

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The great property yield trap

With decent investment yields increasingly hard to find, it is important to avoid yield traps when looking for alternatives to increasingly expensive bonds.  Looking beyond the headline yield is critical to avoid the pitfalls: sustainability of yield, adjusting for capital expenditure, incorporating buybacks and analysing cyclicality of earnings can all help. MSCI came out with a

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Manipulated valuations: WeWork vs your Superannuation

WeWork put its Initial Public Offering on ice this week as the company realised it would not be valued at the $47 billion that WeWork wanted. Indications are that WeWork would struggle to raise money with a $15 billion valuation. The process WeWork took to get a $47 billion valuation is instructive for anyone with

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MB Fund podcast: The ticking debt bomb

In today’s webinar and podcast, hear from MB Fund’s Head of Investment Damien Klassen, and Tim Fuller took a look into “The Ticking Debt Bomb”. Webinar slides available here  Unfunded liabilities, astronomical government debt, record consumer debt, soaring corporate loans – where does the buck stop? Join us this week as we delve into the

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MB Fund Podcast: The Ticking Debt Bomb LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 19th September), hear from MB Fund’s Head of Investment Damien Klassen and Tim Fuller as they cover “The Ticking Debt Bomb” Unfunded liabilities, astronomical government debt, record consumer debt,  soaring corporate loans – where does the buck stop? Join us this week as we delve into the world of

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MB Fund Podcast: The ugly truth of the miracle economy

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, and Tim Fuller took a deep dive into “The Ugly Truth of the (Australian) Miracle Economy”. Webinar slides available here  Today we looked at 28 years of uninterrupted GDP growth and contrast that to 7 years of declining

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MB Fund podcast: Return of the Housing Boom with Catherine Cashmore

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Tim Fuller and special guest, property buyers advocate Catherine Cashmore as they cover the “Return of the Housing Boom”. Webinar slides available here  The recent Australian Housing report from CoreLogic shows it could be boom time once again

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MB Fund Podcast: Return of the Housing Boom with Catherine Cashmore LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 5th September), hear from MB Fund’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Tim Fuller and special guest Catherine Cashmore as they cover the “Return of the Housing Boom”. The recent Australian Housing report from CoreLogic shows it could be boom time once again

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MB Fund podcast: Four Horsemen of the Apocalypse

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Tim Fuller where they’ll be exploring “The Four Horsemen of the Apocalypse” Webinar slides available here  Brexit, Trade War, Hong Kong and Oil, potentially resulting in the apocalypse of a Global Recession. Four spectres hanging over investors.

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Value Investing: A religious experience (part 1)

Farmers of seasonal crops are at the whims of the weather. Despite the work and effort put into ploughing and seeding the field, the harvest is, in the end, dependent on the outcome of the weather which delivers feast or famine years. Value investing (the process of buying stocks that are priced the cheapest) has

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MB Fund Podcast: The Four Horsemen of the Apocalypse LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 29th August), hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as they cover “The Four Horsemen of the Apocalypse”. Brexit, Trade War, Hong Kong and Global Recession. Four spectres hanging over investors. This week’s podcast dives into the dangers each

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MB Fund July Performance

July added another month of good performance to the share and bond market rallies that have driven markets higher throughout 2019. Our tactical portfolios continue to perform well vs other super funds: The issue we are facing in most of our portfolios is that we are positioned for negative outcomes, which means that we tend

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MB Fund Podcast: The Death of Value

In this weeks installment, we hear from MB Fund’s Head of Investment, Damien Klassen and Tim Fuller pose the question “Is value investing dead?” Webinar slides available here  The last few year’s of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged and many investors are

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MB Fund Podcast: The Death Of Value LIVE TODAY

In todays LIVE webinar (12:30pm AEST, Thursday 15th August), hear from MB Fund’s Head of Investment, Damien Klassen and Tim Fuller as they pose the question “Is value investing dead?” The last few year’s of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged and many

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MB Fund Podcast: Aussie property update with Susan Farquhar

In this weeks installment, we have a special guest week in Susan Farquhar. Susan is one of the country’s leading experts in investment property and is Managing Director of Calla Property who specialise in helping everyday Australians make smarter decisions when choosing to invest in property. Through her decades of investing and helping others invest

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MB Fund live tonight in Melbourne: Global Shocker!

As we round out 2 years in the saddle, we are happy to announce round three of the MB Fund seminar series. This year’s presentation is titled Global Shocker! It will examine the mushrooming threats in Australia’s external environment including Cold War 2.0 and trade wars, Brexit, a slowing China and US recession, as well as their impacts upon: