4 November 2026

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It’s time for LICs to die The retirement scorecard: how many of these questions can you answer?Division 296: the initial moves to make before the windows close Testamentary trusts: Treasury has picked the wrong reading Higher yields are creating opportunities in global bonds

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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.

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.

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.

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.

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.

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.

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.

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?

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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It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

David Tuckwell
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The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

Mark LaMonica CFA
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Division 296: the initial moves to make before the windows close

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Liam Shorte
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Testamentary trusts: Treasury has picked the wrong reading

A decades-old estate planning tool has survived one tax crackdown only to be caught by another. The surprise isn't who the reform is targeting, but who could end up paying the price for drafting choices made years ago.

Rachael Rofe
21 October 2026

Higher yields are creating opportunities in global bonds

Bond markets are adjusting to a new reality, but not in the ways investors expect. With markets repricing and capital competing for attention, investors may need to rethink where resilience and opportunity lie.

Eric Souders
7 October 2026

Will investors be better or worse off under new housing tax changes?

Housing tax reforms have sparked warnings of market turmoil and promises of greater fairness. But after modelling nearly two decades of property data, the results suggest winners and losers may not be who many investors expect.

Elyse Dwyer, Nick Garvin
30 September 2026

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