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Edition: 61

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Edition 61

  • 9 May 2014

Sources of post-retirement income, what makes a good gift policy, the effect market confidence has on M&A activity, investment barriers faced by PAFs and choosing the right inflation linked investments.

Post-retirement income: the drums are beating

Less than 15% of Australians will enjoy a 'comfortable' standard of retirement with just their super. The age pension doubles the numbers, but there’s an even larger increase if other savings are included.

Barry et al, this is what a good gift policy looks like

ICAC has opened an important public debate on funding political parties and accepting gifts. As long as the compliance regime and corporate culture are strong, there’s not much scope for abuse in a good policy.

Avoid too much yeast when making dough

In 2013, M&A market confidence returned and we are already seeing an increase in deal activity this year. However, investors should watch closely to ensure that over-confidence doesn't get in the way of value creation.

Private Ancillary Funds suffer same ‘retail’ treatment as SMSFs

One of the benefits of Private Ancillary Funds is the philanthropic family legacy they create, and Social Benefit Bonds appeal to many PAF trustees. Unfortunately, investor definitions create an unnecessary barrier to entry.

What is the outlook for bank hybrid yields?

Demand for bank hybrids paying margins of 3% above the Bank Bill Rate remains strong, although there is little sign that underlying interest rates will increase any time soon.

Choosing the right ingredients for inflation-linked investing

It's a difficult task, looking for good ‘inflation plus’ exposure over a long period such as post-retirement. Research into appropriate asset classes shows low correlations make the problem hard to solve.

Most viewed in recent weeks

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

  • 10 April 2025

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

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