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Edition: 214

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Edition 214

  • 11 August 2017

The 1997 Nobel Laureate and distinguished academic, Robert C. Merton, was in Sydney last week, and we talked about the value of 'trust' in financial institutions. He argued trust is a key strategic asset which creates growth opportunities and defends against competition. It allows deeper customer engagement across products and services. Then in a presentation at Dimensional Fund Advisors, he spoke specifically on the trust problems faced by fintechs...

The value of 'trust' in financial institutions

Nobel Laureate, Robert C. Merton, says technology and fintechs will find it difficult to build trust, but how much trust do we have in "the contradiction of the country’s most hated company"?

Seven checks for choosing the best LIC

Unlike managed funds and ETFs, LICs can trade at substantial premiums and discounts to the value of their underlying assets, but this is only one factor to consider when choosing a LIC.

Is there an ideal minimum investment in a portfolio?

There is no correct answer to the maximum or minimum amount of exposure to a single company in a portfolio, but liquidity, risk and costs play into the decision.

Five things to know before you invest in ETFs

Exchange Traded Funds have become popular with investors and their advisers in recent years but there are important lessons in how best to access the market.

Silver's shine versus gold's glitter

There is about 19 times more silver than gold in the earth, but the gold price is 78 times higher, and silver has far more uses than as a store of wealth. Is it silver's time to shine?

The risks of dropping personal insurance

The way insurance payments are made can have a significant impact on the overall cost of personal cover, and knowing future premiums helps manage the risk of losing insurance when most needed.

Australian shares: what happened to the miracle economy?

Australia has enjoyed a remarkable 25 year run without a ’recession’, but our stockmarket has badly lagged the US in recent years, and company earnings are still some 30% below the level of 10 years ago. Will it improve soon?

Summary of LIC performance over a solid year

A review of the Listed Investment Company landscape, including where value lies in LICs trading at a discount, but also the healthy premiums where caution is needed in case the popularity of the manager wanes.

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Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate. 

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

The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.

The best way to get rich and retire early

This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.

A perfect storm for housing affordability in Australia

Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.

Chinese steel - building a Sydney Harbour Bridge every 10 minutes

China's steel production, equivalent to building one Sydney Harbour Bridge every 10 minutes, has driven Australia's economic growth. With China's slowdown, what does this mean for Australia's economy and investments?

Supercharging the ‘4% rule’ to ensure a richer retirement

The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.

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