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Why diversification is powerful for consistent income investing

6 April 2023

There are very few constants in investment markets, but the ability for diversification to spread risk and generate consistent performance has been a powerful strategy across all times. For Matthew Lemke, fund manager (income funds) with boutique investment house, Prime Value Asset Management: “Diversification has earned a place in portfolio theory and practice as a […]

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SMSF investors must watch for ‘risk creep’ when chasing income returns

23 March 2023

Self-managed superannuation investors must watch their risk levels when chasing higher income returns to match persistent inflation, according to fund manager Matthew Lemke. Mr Lemke, from Prime Value Asset Management, said SMSF investors need to do their due diligence around investment terms and conditions to ensure they’re not introducing more risk to their portfolios.  “Income […]

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Diversified income strategy more relevant as interest rates play ‘catch up’ on inflation

9 May 2022

The RBA may have raised interest rates, but Matthew Lemke, fund manager (income funds) with boutique investment house Prime Value Asset Management, says cash investors are still in the wilderness, and now paying an even higher price for safety. Mr Lemke says growing inflation has left cash investors so far behind they are unlikely to […]

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Its worth playing the long investment game

9 August 2021

Its worth playing the long investment game Analysis of global bond and equity markets since 1991 reveals some of the secrets to successful investing during good times and bad. A snapshot of investment returns for the past 30 years reveals the gain from a diversified portfolio and the pain of trying to time markets and […]

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Rising inflation challenging for income investors

30 June 2021

Rising inflation challenging for income investors The rising inflation has driven income investors to search for cash alternatives and the return to normal economic activity will see inflation move progressively higher in the long term, eroding savings, according to the boutique investment house Prime Value Asset Management. An emerging alternative for investors is diversified income […]

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Inflation spike brings capital preservation pain for income investors

30 June 2021

Inflation spike brings capital preservation pain for income investors 30 Jun 2021 From Prime Value Asset Management The rise in global inflation is making it harder for income investors to preserve capital, according to a fixed income expert. Investors may need to look for cash alternatives as inflation accelerates, according to Matthew Lemke, fund manager (income funds) with […]

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Prime Value Enhanced Income Fund topping the tables for one and five-year performance

25 June 2021

Prime Value Enhanced Income Fund topping the tables for one and five-year performance The Prime Value Enhanced Income Fund has navigated a difficult market environment to top its peers across the one year and five year time periods in the ‘enhanced cash fund’ category*, according to the Yield Report survey of 20 similar funds. The […]

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Diversified income provides steady returns in low interest rate era

24 December 2020

Prime Value Asset Management’s Matthew Lemke manages income funds and has worked in global investment markets for more than 30 years. Matthew watches fixed income markets closely, and says diversified income portfolios could provide some relief from relentlessly low interest rates. “The RBA said coronavirus has cast a shadow over the economy. Well, the incidence […]

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Retail yield enhancement via wholesale funds

2 October 2019

Cash returns from ‘traditional’ cash investments such as cash management trusts and term deposits are extremely low with little prospect of climbing higher soon. Investors are reluctantly leaving funds in equities or property markets, but alternatives exist in the professional or ‘wholesale’ securities market where investors can improve their returns. The wholesale debt market alternative […]

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