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Edition: 111

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Edition 111

  • 29 May 2015

Explaining hedge funds and robo-advice, Rip Van Winkle as an index investor, end of financial year checklist for SMSFs, retirement income reform, and longevity versus retirement age.

The long and short of hedge funds, Part 1

Investing in hedge funds is one of the more polarising topics in the investment world, with strongly-held views at each end of the spectrum. Part 1 of this two-part series looks at the advantages of these 'alternatives'.

What is robo-advice?

The term robo-advice has quickly evolved to cover a broad range of automated advice and investment solutions. But the underlying principle is the use of a formula or set of rules to assist with managing wealth.

There's nothing sleepy about Rip Van Winkle indexing

Index and asset allocation specialists, Research Affiliates, have tested a theory they call the ‘Rip van Winkle’ approach. It uses a cap-weighted index portfolio drawing the data from 20 years earlier to prove a point.

The need for retirement income reform

It is hard to make and sustain good policy if there is confusion about its objectives. And in the case of the retirement income system, there is an unfortunate lack of clearly articulated goals and objectives.

Longevity awareness and the three pillars

Despite rapid increases in life expectancy at the time of receipt, eligibility for the age pension has remained at 65 for 100 years. It creates a sense of entitlement and discourages people saving for retirement.

Top 10 hints for SMSF trustees before 30 June

As 30th of June approaches, there are many things SMSF trustees should consider to make the most of their superannuation. Better not to leave these items until the last minute.

Most viewed in recent weeks

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

  • 10 April 2025

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

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.

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