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26 April 2024
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Risk revisited by Howard Marks, hedging fx exposure, risk aversion and women's retirement, calculating intrinsic value, slowing of productivity growth and changes to personal credit reporting.
According to CFSGAM's research, Australian Gen-X women remain most at risk of not meeting their retirement objectives, in part due to an aversion to growth assets since the GFC, despite the market's recovery.
Howard Marks is best known in the global investment community for his ‘Oaktree Memos’ to clients which detail investment strategies and economic insights. Here are some extracts from his latest memo, Risk Revisited Again.
Investing in foreign assets brings with it foreign currency exposure. Your return not only depends on the performance of the asset but on changes in the exchange rate, which can work against you or for you.
When building an investment portfolio it's a good idea to buy quality companies at a discount to intrinsic value. But what is that, and how does it fit into portfolio construction?
Investors need to be aware of what’s happening to productivity and how this will affect future returns and the affordability of tax-payer funded pensions, especially if company profits fall.
Understanding what information is held on a consumer’s credit report can provide a pathway for negotiating better credit terms, whether or not a person has a strong credit history.
Tax time: ATO on whether you can claim a deduction for your phone or computer usage.
The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.
Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.
Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.
Being rich is having a high-paying job and accumulating fancy houses and cars, while being wealthy is owning assets that provide passive income, as well as freedom and flexibility. Knowing the difference can reframe your life.
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.