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Edition: 7

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Mortality risk could be the death of you

It is unfortunate that super funds and financial planners spend far more time considering investment risk than mortality risk. In future, retirement savings must last much longer, and a study of mortality risk shows how long.

Facing the daunting prospect of residential aged care

Anyone who has tried to understand the costs of residential aged care knows how complex it is. Here are tips to navigate the aged care minefield.

Shareholder activism in Australia

A dedicated shareholder activist is an investor who actively seeks out companies with the intention of engaging directly with the board and management to address flawed strategies.

Everyone needs a plan

We cannot afford to ‘make things up as we go along’. We need a plan that addresses short, medium and long term goals, and we need to take action to address those goals now, not later.

Putting the ‘self’ into self managed super

Everyone is different so you need to design your SMSF for yourself and your dependents. That’s the importance of 'self' in self managed super.

Most viewed in recent weeks

A hard dose reality check on vaccines

With 160 programmes underway and billions of dollars spent on COVID-19 vaccines, investors are drawn to optimistic news. However, the company that has developed most new vaccines has a sober view.

After 30 years of investing, I prefer to skip this party

Eventually, prices become so extreme they bear no relationship to reality, and a bubble forms. I believe we are there today, not for all stocks but for many in the technology space.

How we have invested during COVID-19

With signs that the economic recession will not be as deep as first feared, many companies will emerge strongly with robust business models. Here are the sectors with the best opportunities.

Welcome to Firstlinks Edition 367

There is a similarity between the current health crisis and economic crises of the past. For COVID-19, record amounts of biotech funding from government agencies and private companies are looking for a vaccine. Likewise, central banks once struggled treating recessions but the 'vaccine' now is record amounts of financial stimulus to ensure liquidity. While the world awaits a COVID treatment, markets are purring along, at least until side effects hit.

  • 22 July 2020

Is the '4% rule' for retirement broken?

The traditional 4% rule was designed to ensure retirees do not run out of money, but low interest rates and expensive equity markets question the sustainability of the level. What are the alternatives?

Two great examples of why company management matters

It’s not only products and business models that create wealth. Management teams make decisions on how to deploy capital and such actions drive vastly different outcomes over time.

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