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Edition: 224

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Edition 224

  • 27 October 2017

Are you a bull or a bear? Should you run with the bulls or claw with the bears? Unlike many 'experts', we will not claim to know the answer, and recent presentations from two global equity managers made convincing arguments for both sides.

Three reasons the bull keeps running

In the 'bull' part of two articles, three charts justify why US equity markets continue to make all-time highs, and to date, it is the optimistic bulls who are enjoying the market's performance.

Five warnings about the most hated bull market in history

Despite massive central bank stimulus driving low interest rates and liquidity, economic growth has disappointed for many years. Faced with numerous risks, some call the equity rally 'the most hated bull market in history'.

Why the four tech giants are not expensive

The claims that the leading tech companies are expensive overlooks the sustainable and growing earnings, plus they have new developments which have only scratched the surface.

Lessons from my Dad, in and out of aged care

No amount of experience as an adviser specialising in aged care prepared Alex for the actual events her father faced inside an aged care facility. It might be about care, but it's a profit-making business.

What we look for on company site visits

A company site visit can reveal far more than an annual report or a presentation in an office, and it’s the hidden insights that are easy to miss that are the most valuable clues.

'Utility function' research wins Retirement Innovation Award

The superannuation industry is facing a retirement outcome challenge, which is driving the need to develop products, strategies and solutions that better reflect members’ objectives and preferences.

Are there opportunities for an active manager in an efficient market?

Liquid, large share markets are generally efficient, but events at a company, sector or economy-wide level can create opportunities when the market over reacts. It pays to be patient.

How pension accounts can exceed $1.6 million

Many people believe it is not possible to hold more than $1.6 million in assets supporting pension accounts, but there's good news for the reader asking this question.

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Which generation had it toughest?

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. 

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.

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.

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?

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.

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