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Bruce Gregor

Two courageous responses to the Retirement Income Review

The Retirement Income Review has received criticism for compromising future super balances and not supporting the SG increase. The same result as an increase could be achieved by changing two other policies.

Life and death restarting the Australian economy

The back-to-work strategy is a fine balance between health experts advising on contamination, the need for a functioning economy and the adverse health impact of isolation. Perhaps we need a test region.

What night moves on the US market mean for Aussie stocks

Just how drastic is that 200-point fall in US markets overnight? Data from the last 35 years shows it takes a big swing for the Australian sharemarket to predictably follow a US lead.

Status, longevity and the age pension

Any change to the pension eligibility age should consider the differing situations that influence an individual’s working life, health and mortality. If a labourer can’t work beyond 60 it’ll be a long wait to access a pension.

Supersize and individual reporting for members

Super funds should provide a calculation of a member’s actual average return over their period of membership based on their own personal cash flow of contributions and fees experienced.

A brighter view of dependency ratios

In 1909, there were 15 workers for every retiree, but by 2025 it will be down to only 3.5 workers. But we're still defining 'retiree' as over 65. Using dynamic retirement age principles gives a brighter perspective on old age dependency.

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Alternative investments

What to do when your collectibles become collapsibles

Collectibles are everywhere, from old cars, to sneakers, to wine, to cards and anything old and prized. But even if a collectible once attracted thousands of followers, what happens when the fans lose interest?

Financial planning

Compound interest rewards patience in an impatient world

Let compounding do its work. It starts slowly. This is why many of those who start an investment programme (or fitness programme, dietary change, sport, or business) give up in the early stages.

Shares

How did you go? Australian and global stockmarket winners and losers

The Australian market overall finished flat for calendar 2020, but the pandemic delivered big wins and losses. The companies, sectors and companies you invested in delivered vastly different results.

Investment strategies

What is endowment-style investing and who should use it?

For investors who have the scale, long-term investment horizon and lack of liquidity requirements, it makes sense to implement an asset allocation that can take advantage of a lack of constraints.

Investment strategies

Five ways to build investment portfolios amid growing inequality

At the start of the 20th century, a 'Gilded Age' for plutocrats created vast fortunes and economic inequality surged. COVID is having the same impact now, but portfolios can be adapted to respond to the opportunities.

Investment strategies

The hazards of asset allocation in a late-stage major bubble

The Grantham article everyone is quoting, in full. "The long, long bull market since 2009 has finally matured into a fully-fledged epic bubble ... this could very well be the most important event of your investing lives."

Investment strategies

Best and worst performing equity funds of 2020

Growth was the place to be through the pandemic while value managers couldn't catch a break. It's the long run that matters but 2020 delivered pleasure or pain for many managers.

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