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Thursday, 23 September 2021
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One of the world's leading pensions experts discusses the obligations of trustees, the design of pensions, the responsibility to actively manage a portfolio, and how to handle a low interest rate environment.
Real returns, which are simply the return relative to inflation, measure the growth in purchasing power of a portfolio of assets. So why does almost everyone use nominal returns and mislead investors?
Investors are often confused about the difference between a revenue profit and a capital gain, and which type of loss can be applied against which gain. Better find out before 30 June.
Michael Porter's 'Shared Value' is about creating value for both business (financial) and society (impact). It’s proactive, not reactive. And investment managers are in his sights.
Value investing involves buying stocks at a discount to their intrinsic value but what valuation multiples do you use to identify the intrinsic value of a company?
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?
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.
Critics of franking credits are missing the main point. The taxable income of shareholders/taxpayers must also include the company tax previously paid to the ATO before the dividend was distributed. It is fair.
Wet streets cause rain. The Gell-Mann Amnesia Effect is a name created by writer Michael Crichton after he realised that everything he read or heard in the media was wrong when he had direct personal knowledge or expertise on the subject. He surmised that everything else is probably wrong as well, and financial markets are no exception.