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Edition: 204

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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?

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

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

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

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

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?

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

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Is the property illiquidity premium outdated?

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.

Most viewed in recent weeks

10 reasons wealthy homeowners shouldn't receive welfare

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?

House prices surge but falls are common and coming

We tend to forget that house prices often fall. Direct lending controls are more effective than rate rises because macroprudential limits affect the volume of money for housing leaving business rates untouched.

Survey responses on pension eligibility for wealthy homeowners

The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?

100 Aussies: five charts on who earns, pays and owns

Any policy decision needs to recognise who is affected by a change. It pays to check the data on who pays taxes, who owns assets and who earns the income to ensure an equitable and efficient outcome.

Three good comments from the pension asset test article

With articles on the pensions assets test read about 40,000 times, 3,500 survey responses and thousands of comments, there was a lot of great reader participation. A few comments added extra insights.

The sorry saga of housing affordability and ownership

It is hard to think of any area of widespread public concern where the same policies have been pursued for so long, in the face of such incontrovertible evidence that they have failed to achieve their objectives.

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