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Saturday, 24 July 2021
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According to S&P, the majority of active managers continue to underperform their benchmarks. However there are sectors where active styles perform well, and many managers justify their fees.
The renewables industry is hampered by the combination of a shallow venture capital market and capital-intensive technology. The recent power outages in South Australia did not help.
Improving financial literacy and capitalising on the changing investment trends of SMSF trustees, are big opportunities for financial advisers, according to two recent surveys.
If contribution caps and lifetime limits on superannuation are getting in the way of long-term savings goals, there are other tax-effective alternatives available, especially investment bonds for higher income earners.
The wealth industry's focus on building retirement savings to a defined asset value should be replaced by aiming for a sustainable income level, argues Nobel Laureate Robert Merton.
Buying mispriced stocks is often uncomfortable when companies are outside the spotlight and markets are driven by emotions. And it's inescapable that the price paid ultimately determines the end result.
Loans to corporates were the traditional domain of banks, but as investors look for income alternatives to term deposits, funds have combined hundreds of loans into a single structure to create a diversified investment.
Pre-retirees should ‘trial run’ their retirements. All those things you want to do - play golf, time with the family, a hobby, write a book - might not be so appealing in reality, but you might discover other benefits.
Retirees require a reliable income stream to replace the wages they received when they were working and should focus on the dollar income generated over time rather than the headline yield percentage.
Peter reveals some top stock picks with an emphasis on long-term assets like Sydney Airport, Graham discusses spending in retirement and valuing assets, the key to Amazon, guest Andrew Lockhart and plenty more.
From promoting women to boost culture to taking opportunities as they arise, Lucy Turnbull AO says markets should not drive decision-making and leaders must live and breathe the company's mission and values.
While REITs and some value stocks are considered 'inflation-sensitive' assets, the data provide little support that they are good inflation hedges, and energy stocks and commodities are too volatile. So what works?