Saturday, 26 September 2020

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Home / Author: David Bell

David Bell

Let’s clarify growth/defensive and move forward

For all its widespread use in investing, growth/defensive remains undefined with a large degree of subjectivity. A Working Group is seeking an industry standard with measures for each asset class.

David Bell
9 September 2020
4

COVID Susceptibility Index can help to manage outbreaks

Susceptibility is the risk of severe illness or death if an individual contracts COVID-19. It shows how bad an outbreak could be by region and it will inform policy on relaxing restrictions.

David Bell
27 May 2020

The $20,000 decision on early access to super

The government’s early access to super scheme may reduce short-term financial stress for some, but members must understand how much tapping retirement savings will erode savings in later life.

David Bell
15 April 2020
8

Women’s super needs protection of reversionary benefits

Treasury is designing guidelines for retirement products which virtually preclude reversionary benefits, and yet these usually accrue to women when the male partner with more superannuation dies.

David Bell, Estelle Liu
21 March 2018
7

Five challenges for post-retirement products

Enthusiasm for post-retirement investment products is growing, and the Government has just appointed an advisory group, but there are many reasons why the industry has not yet finalised the best outcomes.

David Bell, Estelle Liu
28 February 2018
2

'Utility function' research wins Retirement Innovation Award

The superannuation industry is facing a retirement outcome challenge, which is driving the need to develop products, strategies and solutions that better reflect members’ objectives and preferences.

David Bell, Estelle Liu
25 October 2017
5

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Weekly Editorial

Welcome to Firstlinks Edition 376

The US tech index, the NASDAQ, peaked on 2 September 2020 at 12,058 and three weeks later closed at 10,632. On the same days, Apple hit US$137.98 and then fell to US$107.12. These falls of over 10% and 20% seem high but both were simply returning to their early August levels. It's hardly a rout when a month's gains are given back. The bigger issue is whether such stock corrections will scare off the retail 'Robinhood' traders.

24 September 2020
2

Interviews

Interview on new technologies with more potential to grow

For many global tech companies, COVID has boosted their revenues and pushed share prices to all-time highs. We are on the cusp of amazing technical advances and there are plenty of new opportunities.

Graham Hand
23 September 2020
3

Five reasons why Tesla is the everything bubble

As fewer professionals actively research the merits of a company’s prospects, stocks become disproportionately driven by capital flows. Prices disconnect from fundamentals and there's no better example than Tesla.

Vikram Mansharamani
23 September 2020
2

Retirement

Three retirement checks for when you have enough

Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks, especially with bond rates so low. But some retirees prefer to settle for a lower income.

Christine Benz
23 September 2020
8

Hide and seek: the FX impact on global equity investments

As more Australians tilt their investments to global equities, they often overlook the exchange rate risk and fees. The move from US57 cents to US73 cents in six months shows the unhedged impact.

Adrian Fyffe
23 September 2020
4

Economy

When America sneezes, the world catches a ...

The recovery from COVID-19 is looking more like a K-shape, with some companies doing well while others struggle. The pandemic seems more akin to a black swan, exogenous shock than a structural downturn.

Kristiaan Rehder
23 September 2020
1

Retirement

How the age pension helps retirees cope with losses

It's often overlooked how wealthier couples can fall back on the age pension if a market loss hits their portfolio. The reassurance is never greater than in a financial (and now epidemic) crisis.

Wade Matterson
23 September 2020
2

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