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Home / White Papers 2015

Edition: White Papers 2015

1-12 out of 25 results.

Beware of quantitative tightening

Magellan’s CEO, CIO and Lead Portfolio Manager Hamish Douglass discusses central bank activity, the potential mispricing of bonds, the recent equity market sell-off, the weakness in the global economy and where he’s finding investment opportunities and uncertainty.

Being an Investor

  • 16 December 2015

Magellan’s view is that any true investor should aim to generate a satisfactory return on capital over time while minimising the risk of a permanent capital loss.

Investment bonds – tax effective alternatives to superannuation

  • 10 December 2015

Superannuation is a proven tax-effective vehicle for long-term retirement savings. Currently both contributions and investment earnings (in accumulation phase) are concessionally taxed at a rate of 15% for people with taxable incomes less than $180,000 (or 30% for those over $180,000).

Spinning the wheel in retirement

  • 19 November 2015

Equity investing in retirement is like spinning a chocolate wheel. There are plenty of winners, but also losers. Even a 20-year period does not ensure that taking equity risk will be adequately rewarded and this is important for retirees to understand.

Investment Bonds and annuities in aged care

  • 12 November 2015

Investment Bonds offer an alternative option for aged care planning by structuring finances in a way that reduces assessable income and/or assets to help reduce ongoing care fees.

Fixing your approach to Fixed Interest

  • 5 November 2015

With bond markets near their highs, is it a brave investor who takes on the fixed interest sector? Australian economic growth will remain patchy for some time to come, which is likely to be supportive for bonds.

Hybrids – Delve deeper into the asset class

  • 29 October 2015

Hybrids continue to be actively issued by financial institutions and keenly sought by investors, but it’s important to know the structure as every transaction has some unique feature.

Private equity real estate – adapting to the cycle and the future

This is not a traditional White Paper but ‘hot off the press’ is a copy of today’s presentation to the PIR Conference 2015. It contains many useful diagrams with commentary on unlisted real estate.

SMSF – A guide to fixed income investing in a volatile environment

As the global search for yield continues, corporate bonds can play an important role in an investor’s portfolio. They can provide capital stability and a steady stream of income.

The Yield Report 2015

Colonial First State Global Asset Management’s yield report explores the potential implications of interest rate increases for seven asset classes across its portfolio of investment capabilities.

Value and Growth Investing in Perspective

If value investing works so well over the long term, why has the performance of value shares been so dismal over the past five years? We look at the historical relationship between and value and growth shares.

SMSF retirement insights – bridging the prosperity gap

  • 17 September 2015

SMSF retirement insights – bridging the prosperity gap, August 2015 Accurium’s paper reports on the changing state of SMSFs during 2014. It shows that SMSF trustees are prepared to work longer to achieve financial security and while they’re statistically ‘comfortable’ in retirement, they have further to go to achieve the prosperous lifestyle they desire.

Most viewed in recent weeks

Super changes, the Budget and 2021 versus 2022

Josh Frydenberg's third budget contained changes to superannuation and other rules but their effective date is expected to be 1 July 2022. Take care not to confuse them with changes due on 1 July 2021.

Noel's share winners and loser plus budget reality check

Among the share success stories is a poor personal experience as Telstra's service needs improving. Plus why the new budget announcements on downsizing and buying a home don't deserve the super hype.

Grantham interview on the coming day of reckoning

Jeremy Grantham has seen it all before, with bubbles every 15 years or so. The higher you go, the longer and greater the fall. You can have a high-priced asset or a high-yielding asset, but not both at the same time.

Whoyagonnacall? 10 unspoken risks buying off-the-plan

All new apartment buildings have defects, and inexperienced owners assume someone else will fix them. But developers and builders will not volunteer to spend time and money unless someone fights them. Part 1

BHP v Rio v Fortescue: it's all about the iron ore price

Don’t look at an earnings forecast or a DCF valuation or a broker target price for a mining company. Share price forecasts are only as good as the commodity price assumptions they are based on, and they are a guess.

Should investors brace for uncomfortably high inflation?

The global recession came quickly and deeply but it has given way to a strong rebound. What are the lessons for investors, how should a portfolio change and what role will inflation play?

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