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Edition: 223

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Edition 223

  • 20 October 2017

It is a surprise when a conference room full of market professionals, including many fund managers, is polled and 70% agree with the statement, "Passive funds will take over from actively managed funds as the core investment product for mass retail customers", with over half saying within two to five years. This happened at the Calastone Connect Forum in Sydney last week, where the following chart from Funds Global Asia was also presented based on a survey of their readers.

Richard Thaler: Nobel economist changing our behaviour

Nobel Laureate, Richard Thaler, believes that the irrationality of humans affects economics and financial markets, with wide-ranging implications for decision-making and investing.

Housing: balance in our most cyclical sector

The housing sector tends to go through periods of overbuilding and underbuilding, but there is evidence that the forces are currently near a balance.

Check pension outcomes when making a will

Where both husband and wife are elderly and receiving an age pension, the structure of the will can significantly improve the pension and personal outcomes on the death of either person.

Business model disruption - Part 2

In Part 2 of this two-part series, Hamish discusses how the most dominant businesses of the last 50 years might struggle, faced with new threats, and even Warren Buffett and Charlie Munger are worried.

Understand the retirement income challenge

It’s often assumed one of the primary aims of wealth accumulation is to leave money for the kids, but retirees realise their own longevity means they need to look after their retirement first.

New role for outcomes test and member goals

Recent regulatory proposals expand the existing scale test to an outcomes test by determining annually whether the fund’s MySuper products are meeting the clients’ best interests. Similar tests can apply to SMSFs.

Are bank deposits and gold safe havens?

Continuing our look at 'safe havens', gold and bank deposits are often considered alternatives to 'risky' shares. How have they performed in times of stress, and do they rate as long-term investments at other times?

Business model disruption has barely begun

Facebook, Google and Amazon seem already entrenched in our lives, but with the information they know about their users, their ability to target advertising and products has only touched the surface of change.

Are shares a long-term safe haven?

The short-term volatility of share prices, and the rapid falls which hit markets every 15 years or so, disguise the wealth creation effects of share investments over a long-term horizon.

Most viewed in recent weeks

Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

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.

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains. 

9 winning investment strategies

There are many ways to invest in stocks, but some strategies are more effective than others. Here are nine tried and tested investment approaches - choosing one of these can improve your chances of reaching your financial goals.

The rubbery numbers behind super tax concessions

In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.

With markets near record highs, here's what you should do with your portfolio

Markets have weathered geopolitical turmoil, hitting near record highs. Investors face tough decisions on valuations, asset concentration, and strategic portfolio rebalancing for risk control and future returns.

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