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Wednesday, 19 January 2022
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The immediate hurdles that we believe investors need to clear include supply disruptions and rising input costs, tighter fiscal and monetary conditions, and threats to growth in China. But which markets do we favor when core government bond yields remain so low?
A potential default in China and shifting policy in Europe have been key developments in an environment of volatility and higher yields. Investors should focus on reorienting portfolios in light of the 'two-way' investment environment that will likely emerge in 2022.
In the modern economy, the best long-term prospects belong to companies that have a durable competitive position, do little to no harm to society or the environment, and can adapt to change.
Last November, the heads of four investment platforms identified the key themes they anticipated would guide investment decisions in 2021. With the year half over, we see how they’ve played out and check the outlook.
Support for the goal of net-zero emissions gained strong momentum during 2020. What does this imply for market participants, and what initial steps can asset owners and managers take on this daunting path?
Businesses exploit the psychological processes that people go through when they decide to buy something, but does the US research work when faced with "traditional hard-bitten, no-bullshit Australian scepticism"?
This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.
Australians are generally optimistic about retiring comfortably but their confidence lags retirement savers in other countries. They are also the most unsure about future returns and withdrawal rates in retirement.
Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.
As we enter a new year, we dive into the Morningstar database to see which asset classes have performed well over various time periods, with the related risks and largest historical drawdowns.
The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.
We often assign quality in investment choice by historical returns, backed up when we see fund flows directed towards such historically well-performing funds. This is a mistake made by investors and regulators.