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Friday, 22 November 2019
Recently trending OK Boomer: fessing up that we’ve had it goodFour reasons to engage a financial adviserReader poll on the home in pension assets testFocus on quality yield, not near-term incomeRetire ‘retirement’: how brands misunderstand ageing
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No sooner have global markets digested the Brexit decision and the election of Donald Trump as US President, another risk event now looms on the horizon: Italy’s constitutional referendum on December 4.
Aggressive and sustained policy actions by central banks in the wake of the GFC are threatening the stability of global economies and pushing investors towards higher-risk investment options.
With the cash rate now at 1.5%, the margin between dividend yields and interest rates is at historical highs. However, payout ratios are high and forward earnings growth is subdued.
Australian investors may be wary of the European share market with Greece and Brexit in the news, but there's a good investment and diversification case, with access now made easier by Europe equity ETFs listed on the ASX.
Fundamental indexing is now well-established in Australia, but has recently underperformed cap-weighted indexes. What is the longer-term outlook and rationale?
In Australia, fund manager performance is most often assessed on pre-tax returns. But a low portfolio turnover can potentially provide better after-tax returns relative to a high turnover actively managed fund.
A global portfolio of infrastructure assets allows trends in one part of the world to be recognised early in another, while companies with pricing power and high barriers to entry enjoy extra resilience.
It's been a strong year for the stockmarket, and a good decade since the end of the GFC. However, there are signs the bull will stop running soon, and portfolios should be positioned in advance.
As we approach the 2020s, we are sailing into uncertain waters at best. These times also have some historical precedents, but we need to make important reforms before our luck runs out.
Regulators are insisting that large super funds become more innovative to assist their clients, but what are the traps within businesses that inhibit creativity and fresh solutions?
While every generation has its unique opportunities, the majority of Firstlinks readers agree that Boomers have had a better run than others. But the real highlights here are in the comments.
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Firstlinks articles are collected in Pandora, Australia's national archive.