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Wednesday, 22 January 2020
Recently trending 20 great ways the government helps retireesHow do your financial priorities stack up with our pyramid?Sweet spot helping bull market rampageWhy good investing is like a healthy dietInterview Series eBook, investing insights from global experts
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Internal emails from the regulator released under an FOI request reveal warnings about advice conflict when selling fees are paid on LICs. Investors need to understand the consequences of the debate.
How can an adviser who is receiving a significant fee for selling a product be in a position to offer good, impartial advice to their client? They can’t, and the industry will slowly accept this.
Looking back over the last decade shows the factors which have driven success for some companies and failure for others, driven by falling interest rates, a lower Aussie dollar and technology changes.
When a code of ethics determines whether a selling fee can be accepted on a LIT or LIC, a conflict of interest for one adviser could be a normal business activity for another. Advisers are confused.
Property funds are finding new assets in companies making better capital management decisions by selling their properties and leasing them back. It also gives investors strong long-term returns.
Fixed interest LITs domniated the traditional equity LICs in 2019, and while bond issuers enjoyed unprecedented demand, many equity LICs struggled with large discounts to asset value.
State Street Global Advisors is a pioneer in the Australian ETF market, but aggressive pricing from new rivals has eroded its competitive edge.
The investment industry is looking for the best ways to engage with millennials. While younger people want to invest, they are either saving for a home or cannot afford to invest at the moment.
ETFs continue to increase strongly, especially in the fixed income category, with younger people and advisers among the major growth categories. Within a year, assets could hit $75 billion.
Following the uncertainty of the GFC, 2010 to 2019 delivered decent Australian share results overall, with wide variations by sector. It's fascinating to see who won and lost over the decade.
Some investors are questioning the role of bonds with such low rates, but they remain an important part of a diversified portfolio for several reasons. Don't give up on them yet.
The valuation maths of many expensive companies simply cannot work. They assume low interest rates for long terms, but strong economic growth to drive ongoing success. You can't have both.
This list could save a retiree thousands of dollars and provides ideas for a better lifestyle. It's surprising what you might be entitled to, but it's often hard to track down the benefits.
Make sure you're not focussing on minor investment problems while giving short shrift to the game-changers. This pyramid describes the important decisions and it might surprise what comes last.
The strong market has challenged value investors who want to buy at lower prices, but there are signs 2020 will continue a 'sweet spot' of profit growth, low inflation and central bank liquidity support.
It's the underlying nutrients in the foods we eat which determine if we have a healthy diet. Similarly, the underlying factors that affect our assets determine if we have a healthy portfolio.
30 interviews from 2013 to 2019, from global experts such as Markowitz, Malkiel, Dimson and Merton, to local fund managers sharing the secrets and lessons for investment success in 2020.