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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

An important Foxtel announcement...

News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.

Welcome to Firstlinks Edition 578 with weekend update

The number of high-net-worth individuals in Australia has increased by almost 9% over the past year, and they now own $3.3 trillion in investable assets. A new report reveals how the wealthy are investing their money.

  • 19 September 2024

The challenges of building a portfolio from scratch

It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.

Creating a bulletproof investment portfolio

Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of late, and this looks at what these portfolios are and their pros and cons.

What's left unsaid in Australia's housing bubble

The current difficulties confronting housing policy partially stem from an explosion of mortgage debt. We've engineered a price for housing that will cause a severe problem for future generations – if it isn't addressed.

Which asset classes are a bargain now?

Many assets have enjoyed a positive year, leaving some of them looking pricey. Here we compare valuations of cash, bonds, stocks, and property, and suggest where investors may be able to find opportunities.

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