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26 April 2024

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Edition: 172

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Edition 172

  • 9 September 2016

In the aftermath of the GFC, many people blamed their asset manager or financial planner for not warning them about the carnage that hit their portfolios. "You are the experts, you should have known," screamed the phone lines. But nobody knows the timing of these events. The Australian share market fell over 50% in 1974, 1987 and 2008, and it will happen again. Just don't rely on the experts to predict when.

Major investment themes and the fund manager's dilemma

A fund manager's biggest challenge in the current economic environment is how to best serve the interests of investors knowing that a severe market disruption is a possibility.

Central banks have lost the plot

Aggressive and sustained policy actions by central banks in the wake of the GFC are threatening the stability of global economies and pushing investors towards higher-risk investment options.

Market winners outperform losers again

In this update of the 'winners versus losers' investment hypothesis, momentum is the winner - again. It's only a 'paper' portfolio but it suggests consistent behavioural biases among investors.

Investor surveys highlight opportunities for financial advisers

Improving financial literacy and capitalising on the changing investment trends of SMSF trustees, are big opportunities for financial advisers, according to two recent surveys.

Annuities have come a long way

Annuities now come in different structures, overcoming many of the past objections. Despite low interest rates, they have become more popular with senior investors based on cash flow, social security and tax needs.

The silver lining really is in the cloud

Just because a company is identified as high quality and part of a target universe does not make it a buy. The market has already bid up some good companies, so the search for value must turn elsewhere.

Insights into LICs trading at a discount

This independent research has a special report on Listed Investment Companies (LICs) trading at a discount. While the discount can often persist, there are opportunities if the manager can win more investor support.

A message from Chris Cuffe on charity win-win

The Third Link Growth Fund donates the fees charged for managing the investments to children's charities. Based on Chris's ability to select good fund managers, it has created a win-win for investors and young people.

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