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Edition: 89

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Edition 89

  • 21 November 2014

Australian and US equity returns, perspectives on retirement income, solutions to longevity risk, actively managed A-REITs, long-term investing, and a snapshot of Investors Mutual's Australian Share Fund.

Who wins? Australia versus US in local shares

A study of Australia's stock market returns for Australian investors versus the returns from the US stock market for US investors uncovers some interesting trends. Where do the returns come from in each country?

The Yin and Yang of retirement income philosophies

In the world of retirement income planning, there are two major opposing schools of thought: probability-based and safety-first. Understanding their distinctions is important in achieving the best outcomes.

Longevity risk solutions for retirees

The FSI's Interim Report observed that the retirement phase of super-annuation is underdeveloped and does not meet the risk management needs of many retirees. The most difficult of these risks to manage is longevity.

The case for active management in A-REITs

Amid the growing popularity of ASX-listed real estate investment trusts as a way for investors to gain exposure to real estate, there is a debate over what style of fund is best. While passive is cheaper, what's the case for active?

What is a ‘long-term investor’?

Being a long-term investor isn't always about holding securities for a long time. It's more about being able to make investment decisions that optimise the long-term result.

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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