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Tuesday, 30 November 2021
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The problem with successful long-term investing is the constant availability of financial data, media commentary, and the ease with which a portfolio can be traded. That’s where a change in perception can help.
The driverless car is experiencing something that financial markets have always struggled with: the vagaries of human behaviour. Can Google deliver insights to help finance theory, or can we expect more crashes?
Often with multi-manager funds, each manager acts autonomously, unaware of what the others are doing. Funds that adopt a centralised approach can eliminate unnecessary trades and reduce tax inefficiencies.
In times of financial turmoil, returning to the classics can remind investors to take a long-term perspective and seek opportunities to focus on their financial goals.
Commodity price falls and China worries overhung the market at the start of 2016, and some miners posted terrible results. But February’s reporting season had some bright spots and room for optimism.
Morningstar’s asset class gameboard for 2015 updates how each asset class has performed over the last 20 years, and shows that no single asset class consistently outperforms the others.
The way home ownership relates to retirement income is rated a 'D', as in Distortion, Decumulation and Denial. For many, their home is their largest asset but it's least likely to be used for retirement income.
There are reasons to believe inflation will stay under control, and although we may see a slowing in the global economy, two companies should benefit from the themes of 'Stable Compounders' and 'Structural Winners'.
There’s this story about a group of US Air Force generals in World War II who try to figure out ways to protect fighter bombers (and their crew) by examining the location of bullet holes on returning planes. Mapping the location of these holes, the generals quickly come to the conclusion that the areas with the most holes should be prioritised for additional armour.
Many financial advisers have left the industry because it costs more to produce advice than is charged as an up-front fee. Advisers are valued by those who use them while the unadvised don’t see the need to pay.
House prices have risen at the fastest pace for 33 years, but what actually happened in 1988, and why is 2021 different? Here's a clue: the stockmarket crashed 50% between September and November 1987. Looking ahead, where did house prices head in the following years, 1989 to 1991?
Australia appears to be slipping from the pantheon of global superstar pension systems, with a recent report placing us sixth. A review of an earlier report, which had Australia in bronze position, points to some reasons why, and what might need to happen to regain our former glory.