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Wednesday, 3 June 2020
Recently trending 10 undervalued stocks if you're worried about volatilityBaseline outlook for economic recovery is too optimistic What will stop the market returning to its highs?The most amazing investing lesson of allWill our government embrace these three reforms?
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A reader asks about the inequitable distribution of the tax advantages of super, with most taxation benefits going to those with the highest incomes. We asked David Knox of Mercer to respond.
Australia came third in the world on the pension index, but with a B rated system. Here are the steps the country can take to join the elite A grade and ensure more people finance a secure retirement.
Retirement planning will become increasingly complex in the face of trends in home ownership, wealth dispersion, life expectancy, health and aged care costs, work patterns and pension dependency.
The retirement review must consider the wide range of circumstances facing retirees. We cannot assume that everyone is a home owner, is single, will retire at the pension age and will live to 92.
The superannuation industry has grappled with how to offer attractive retirement solutions, but lessons from overseas suggest some form of risk sharing to cover variable life expectancy will be needed.
The FSI's Interim Report observed that the retirement phase of super-annuation is underdeveloped and does not meet the risk management needs of many retirees. The most difficult of these risks to manage is longevity.
If ESG, ethical investing, philanthropy and CSR aren’t creating the magnitude of change needed, is there an alternative way of bridging the gap between profit growth and social benefit?
If you had to choose one concept to explain to a young person setting out on an investment journey, it should be compounding. While the results are not as spectacular, it's especially relevant when returns are lower.
Despite signs of optimism, market valuations are stretched and recovery is fuelled by government support. Some companies are doing well but stimulus cannot continue to prop up consumers for too long.
The key to investment success from here is the ability to ignore the crowd and the hot stocks. We will then face a once-in-a-lifetime chance to buy cyclical and industrial stocks with significant upside.
Amid the coronavirus-induced turmoil, many quality names are trading at a discount to fair value, according to Morningstar analysts. A smaller list of companies also screen for earnings certainty.
SMSF trustees are concerned about stock market volatility and low interest rates, and they asked six important questions during this seminar on whether gold has a role in their portfolios.
Treasury has finally banned commissions paid to brokers and advisers on LICs and LITs but the exemption from FoFA rules remains for other listed products in the 'real' economy, whatever that is.
The simple message to diversify is not new, but thousands of SMSF trustees focus only on equities and dividends. COVID-19 is encouraging SMSFs to consider different investment strategies.