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Edition: 15

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The Harry Markowitz Interview: Retail financial advice

Nobel Laureate Harry Markowitz gave us the foundation of modern portfolio management in 1952, but he is now working on providing online retail financial advice and asset selection according to risk profiles.

How much variability exists in retirement outcomes?

Most financial plans focus on the amount of money required for a comfortable retirement, but knowing the variability of that outcome might change your mind on how much is enough.

The consequences of sustained budget deficits

The Federal Government should run balanced budgets over the economic cycle, otherwise uncertainties build up and costs are imposed because the bills still have to be paid somehow.

Federal Government budgets and their impact on the stockmarket

A look at history shows government deficit years and fiscal tightening have generally been good years for stockmarket returns. 2013-4 will most probably be a deficit year, as is 2012-3.

Leadership lessons from Sir Alex Ferguson

Sir Alex Ferguson is the most successful football manager of all time, but for many years he struggled at Manchester United. Here are some leadership lessons he demonstrated as his teams went on to win 38 trophies.

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Three steps to planning your spending in retirement

What happens when a superannuation expert sets up his own retirement portfolio using decades of knowledge? He finds he can afford much more investment risk in his portfolio than conventional thinking suggests.

Finding sustainable dividend stocks on the ASX

There is a small universe of companies on the ASX which are reliable dividend payers over five years, are fairly valued and are classified as ‘negligible’ or ‘low’ on both ESG risk and carbon risk.

Among key trends in Australian banks, one factor stands out

The Big Four banks look similar but they are at fundamentally different stages as they move to simpler business models. Amid challenges from operating systems, loan growth and neobank threats, one factor stands tall.

How inflation impacts different types of investments

A comprehensive study of the impact of inflation on returns from different assets over the past 120 years. The high returns in recent years are due to low inflation and falling rates but this ‘sweet spot’ is ending.

Why mega-tech growth are the best ‘value’ stocks in the market

They are six of the greatest businesses ever and should form part of the global portfolios of all investors. The market sees risk in inflation and valuations but the companies are positioned for outstanding growth.

How to manage the run down in your income in retirement

The first of five articles on modern retirement income products that aim for an increasing pension that lasts for life and on average should not decline in real terms. They are not silver bullets but worth a look.

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