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Edition: 15

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Edition 15

  • 17 May 2013

Lessons from Sir Alex Ferguson, Harry Markowitz and Don Stammer - what a trio! Plus variability of retirement income and the impact of budgets on the stockmarket.

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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3 ways to defuse intergenerational anger

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Navigating the next stage of life in retirement

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The missing 30%: how LIC returns are understated, and why it matters

The perceived underperformance of LICs compared to ETFs is due to existing comparison data excluding crucial information, highlighting the need for proper assessment and transparent reporting.

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