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Harry Chemay

Value of tax-aware investment management

The investment performance of super funds and other investment managers has historically been measured against pre-tax indices. Once tax is taken into account, the return on investments is quite different.

Investing and bike riding share similar cycles

Road cycling has an enthusiastic following among the corporate set, particularly within the investment community. Investing and cycling have much in common, especially after sitting in the saddle for a few days.

Diversification’s focus moves to matching future needs

Diversification thinking has evolved from risk and correlations to a focus on matching the future expected liabilities of an investor. It can change the way assets are allocated.

Diversification lessons from the GFC

While diversification makes sense in theory, how did it hold up during the global financial crisis? Follow the crisis through the lens of correlations and diversification.

Diversification: past, present and future

Follow diversification's past, present and future in this three-part series. Part one takes us from Shakespeare’s Merchant of Venice to the classic strategic asset allocation pie chart used throughout the investing world today.

The 4% Rule for retirement withdrawals may be too high

Australian research on retirement withdrawal rates challenges the long-accepted ‘4% Rule’ used by many planning professionals when advising self-funded retirees. The optimal rate? Well, let's start a conversation.

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Investment strategies

Getting rich vs staying rich

Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business, investing and luck, as well as those that preserve wealth.

Investment strategies

Does dividend investing make sense?

Dividend investing offers steady income and behavioral benefits, but its effectiveness depends on goals, market conditions, and fundamentals - especially in retirement, where it may limit full use of savings.

Economics

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

Strategy

Ageing in spurts

Fascinating initial studies suggest that while we age continuously in years, our bodies age, not at a uniform rate, but in spurts at around ages 44 and 60.

Interviews

Platinum's new international funds boss shifts gears

Portfolio Manager Ted Alexander outlines the changes that he's made to Platinum's International Fund portfolio since taking charge in March, while staying true to its contrarian, value-focused roots.

Investment strategies

Four ways to capitalise on a forgotten investing megatrend

The Trump administration has not killed the multi-decade investment opportunity in decarbonisation. These four industries in particular face a step-change in demand and could reward long-term investors.

Strategy

How the election polls got it so wrong

The recent federal election outcome has puzzled many, with Labor's significant win despite a modest primary vote share. Preference flows played a crucial role, highlighting the complexity of forecasting electoral results.

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