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Three steps to planning your spending in retirement Five stock recoveries not hanging on COVID predictions Peak to peak, which LIC managers performed during COVID?Finding sustainable dividend stocks on the ASX Blink and you missed a seismic shift in these stocks

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Edition: 204

1-9 out of 9 results.

Edition 204

2 June 2017

This week saw one of those rare but not unprecedented times when a fund manager returns all money to his clients because the market risks are too great and he's struggling to find good investments. Altair's decision inevitably prompts the question, "Are we there yet?". Unfortunately, nobody knows, although the articles we have published from other fund managers who have increased their weightings to cash are an indication of widespread concern.

Six months of Trump, thanks, but what about impeachment?

Ashley Owen
31 May 2017
4

Growth assets have defied most predictions and performed well six months on from Trump’s election, but what will be the market consequences of a possible impeachment, using history as a guide.

Seismic change and investing in barbells

Roger Montgomery
31 May 2017
3

The stock market is increasingly looking like a 'barbell' of company returns with a few big winners and lots of losers, especially in retailing where new competition led by Amazon is nothing less than a seismic change.

The impact of global migration of millionaires

Karl Siegling
31 May 2017
6

Australia’s net inflow of immigrant millionaires is large and growing. With a lack of premium housing stock, major cities are struggling to meet demand, but this does not necessarily feed into the broader economy.

Managing downside risks in retirement with alternative assets

Bev Durston
31 May 2017
8

Alternative assets can enhance retirement portfolios through diversification, but their use requires skilled navigation and a willingness to compromise on liquidity to allow assets to realise their long-term potential.

The big three investment risks in retirement

Josh Hall
31 May 2017
2

Of the major risks in retirement, inflation has the potential to be the greatest. Its incremental yet compounding impact is almost certain to reduce retiree purchasing power significantly over a 20-30-year retirement.

Irrational exuberance: is history repeating?

Miles Staude
31 May 2017

The widely-quoted Shiller P/E measure of the S&P500 now stands well above its long-term average, but is this a reliable signal that the US market is seriously overpriced?

SMSFs must fix death benefit pensions now

Peter Burgess
31 May 2017

The ATO has announced a relaxed approach to the treatment of death benefit income streams by a spouse provided action is taken before 1 July 2017.

Is the property illiquidity premium outdated?

Adam Murchie
31 May 2017
1

Structural differences tied into the same asset class can provide divergent performance and investors need to be clear about their objectives when choosing the vehicle through which they take exposure.

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Most viewed in recent weeks

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.

Don Ezra
7 July 2021

Five stock recoveries not hanging on COVID predictions

The focus on predicting the recovery from the pandemic is the wrong emphasis. Better to identify great companies benefitting from market changes over a three- to five-year horizon with or without COVID.

Dawn Kanelleas
16 June 2021

Peak to peak, which LIC managers performed during COVID?

A comprehensive review of dozens of LICs shows how they performed in the crucial 'peak to peak' of COVID. This 14 months tested the mettle and strategies of a sector often under fire, with many strong results.

Greg Lander
16 June 2021

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.

Lewis Jackson
30 June 2021

Blink and you missed a seismic shift in these stocks

Blink and it happened. If announcements in this sector were made by a producer of iron ore, gas, copper or some new tech, the news would have been splashed across the front pages. Have we witnessed a major change?

Rudi Filapek-Vandyck
16 June 2021

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.

Ashley Owen
23 June 2021

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