8 October 2025

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Simple maths says the AI investment boom ends badly Why we should follow Canada and cut migration Are LICs licked?Australian house price speculators: What were you thinking?Retirement income expectations hit new highs

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Home / White Papers 2015

Edition: White Papers 2015

1-12 out of 25 results.

Beware of quantitative tightening

Magellan Asset Management
28 January 2016

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).

CRIR: 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

Charter Hall
15 October 2015

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

AMP Capital
8 October 2015

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

First Sentier Investors
1 October 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

Orbis Investments
30 September 2015

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.

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Most viewed in recent weeks

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Harris Kupperman
27 August 2025

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

James Gruber
27 August 2025

Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

James Gruber
10 September 2025

Australian house price speculators: What were you thinking?

Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?

Larry Bricks*
27 August 2025

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Vanguard Investments Australia
24 September 2025

Welcome to Firstlinks Edition 627 with weekend update

This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.

4 September 2025

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