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Saturday, 18 September 2021
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Relevancy, as long as we maintain it, is rewarding on almost every level. But what happens when we lose it? As we get older, we need to master irrelevancy, the exact opposite of what we’ve spent a lifetime pursuing.
Reporting season is hard work for equity analysts, especially when a company's results differ from the expected. It's also a time for a company to outline its strategy and gauge the reaction of its owners, the fund managers.
Modern Greece faces an ancient dilemma: should it sail within reach of Scylla, the sea monster that lives in Brussels, to avoid Charybdis, the ‘sucking whirlpool’ that is the return of the drachma?
High yielding stocks are often seen as the silver bullet for retirement plans. But in many circumstances the focus on income overlooks the need to consider return and risk in any investment decision.
The superannuation law allows SMSFs to borrow under a limited recourse borrowing arrangement to acquire an asset, but if multiple assets are involved, like a property on more than one title, things can get complicated.
In defending how superannuation concessions might favour the wealthy, Treasurer Joe Hockey claimed 50% of all income tax is paid by 10% of the working population. Is that statement supported by the data?
Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement, although the comments show what feisty and informed readers we have.
It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.
Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.
Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.
The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?
Some high-quality companies have emerged even stronger since the onset of COVID and are well placed for outperformance. We call these the ‘COVID Opportunists’ as they are now dominating their specific sectors.