21 May 2022

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Lessons when a fund manager of the year is down 25%2022 election survey results: disillusion and disappointment Now you can earn 5% on bonds but stay with quality 30 ETFs in one ecosystem but is there a favourite?Betting markets as election predictors

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Home / 5

Edition: 5

1-5 out of 5 results.

The returns to expect from gearing into shares

Graham Hand
7 March 2013
2

How well must the market perform for a geared portfolio to deliver better returns than a normal, ungeared portfolio? Or put another way, if the market index rises or falls 10%, how much will a geared strategy change in value?

Sequencing risk and ways to manage it

Kevin OSullivan
7 March 2013
3

Sequencing risk is the risk of experiencing poor investment performance at the wrong time, typically when the portfolio balance is at its greatest. Here are some hints to recognise and manage it.

Don’t spend your career further exposing yourself

David Bell
5 March 2013
3

We should consider how our investment portfolio interacts with other risks in our lives, including not investing in shares of the company or the industry you are employed by.

Inside the hidden world of diversified income

Campbell Dawson
5 March 2013

Diversified income funds have been extremely popular and have performed well recently, but ‘income’ is often not really income at all. If there is a reversal in some or all of the underlying factors, returns are at risk.

Dynamics, disruptions and opportunities

Andrew Gale
4 March 2013

Significant market-shaping forces are in play which will disrupt many wealth management business models, but with change comes opportunity.

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Most viewed in recent weeks

Lessons when a fund manager of the year is down 25%

Every successful fund manager suffers periods of underperformance, and investors who jump from fund to fund chasing results are likely to do badly. Selecting a manager is a long-term decision but what else?

Graham Hand
27 April 2022

2022 election survey results: disillusion and disappointment

In almost 1,000 responses, our readers differ in voting intentions versus polling of the general population, but they have little doubt who will win and there is widespread disappointment with our politics.

Firstlinks
4 May 2022

Now you can earn 5% on bonds but stay with quality

Conservative investors who want the greater capital security of bonds can now lock in 5% but they should stay at the higher end of credit quality. Rises in rates and defaults mean it's not as easy as it looks.

Graham Hand
13 April 2022

30 ETFs in one ecosystem but is there a favourite?

In the last decade, ETFs have become a mainstay of many portfolios, with broad market access to most asset types, as well as a wide array of sectors and themes. Is there a favourite of a CEO who oversees 30 funds?

Graham Hand
13 April 2022

Betting markets as election predictors

Believe it or not, betting agencies are in the business of making money, not predicting outcomes. Is there anything we can learn from the current odds on the election results?

Tony Dillon
4 May 2022

Meg on SMSFs – More on future-proofing your fund

Single-member SMSFs face challenges where the eventual beneficiaries (or support team in the event of incapacity) will be the member’s adult children. Even worse, what happens if one or more of the children live overseas?

Meg Heffron
13 April 2022

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