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Edition: White Papers 2017

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Vanguard economic and market outlook for 2018

  • 19 December 2017

Consensus expectations have finally centered on a long-term outlook characterised by tepid growth and inflation, but there is risk that a cyclical rebound in economic fundamentals could cause a market repricing, ultimately mistaking ‘the trend for the cycle’.

Using investment bonds to fund education

  • 13 December 2017

As we head into the end of the year, many parents are thinking about the onset of school fees and how to afford them.

Amazon: Lessons from the US for Australian retail

  • 5 December 2017

The e-commerce giant’s entry into the Australian market has been a constant source of discussion for several months, and the likelihood of a large disruption for our local retailers appears to have already been priced in.

Why sustainability matters for listed infrastructure

The essential service nature and large environmental footprints of infrastructure assets make sustainability considerations a vital part of doing business.

Emerging markets: Harnessing currency returns

  • 16 November 2017

A large part of the return from investing in emerging market assets comes from currency exposure. However, Australian dollar investors typically lose out on this due to the economic links between Australia and Asia, and the impact of changes in commodity prices.

Global sector ETF review and a guide on ETF trading

  • 9 November 2017

It’s been over 12 months since BetaShares launched a range of ETFs providing Australian investors with exposure to portfolios of sector specific global companies in a single ASX trade.

Behavioural factors in SMSF asset allocation

  • 2 November 2017

SMSFs primarily invest in three asset classes – cash, domestic shares and direct property. Commentators often suggest that home bias – a behavioural trait of investors who disproportionately prefer more familiar domestic assets – is responsible for the lack of international asset holdings in SMSFs.

A framework for active-passive allocations

  • 25 October 2017

How should an investor allocate across active and passive investments? It’s a challenging decision with many components. In the absence of a structured decision-making process, investors are left making arbitrary decisions based on implicit assumptions.

Australian ETF industry summary – Sept 2017

  • 13 October 2017

The Australian ETF industry grew by over $1 billion this month, with the industry rising to a fresh record high Total industry funds under management at the month end was $32.0 billion, a growth rate of 3.5% or $1076 million for the month.

4 common SMSF mistakes to avoid

  • 4 October 2017

Starting and running an SMSF can be a great way to build wealth for the future, but it also comes with some serious responsibilities.

SMSFs treading water

  • 21 September 2017

Despite small gains in balances, investment returns will be lower for longer and many SMSFs are further away from achieving their retirement goals than previously.

Young Australians turning to shares to build wealth

  • 14 September 2017

Australian investors, as young as 18, are turning to the sharemarket in record numbers to build their wealth, according to new data released by nabtrade.

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Most investors are wrong on dividend yield as income

The current yield on a share or trust is simply the latest dividend divided by the current share price, an abstract number at a point in time. What really matters is the income delivered in the long run.

My 10 biggest investment management lessons

A Chris Cuffe classic article that never ages. Every experienced investor develops a set of beliefs about how markets operate.

Lessons from the Future Fund for retail investors

The Annual Report from Australia's sovereign wealth fund reveals new ways it is investing in fixed income and alternatives. The Fund considers its portfolio as one overall risk position with downside protection in one asset class allowing more risk in another.

Four companies riding the healthcare boom

There are strong demographic trends in ageing and consumer spending and investing in the right healthcare companies can ride this wave as well as produce better health outcomes for people. 

Five reasons SMSFs are making asset allocation changes

Substantial changes are underway in SMSFs which until recently held a narrow range of assets dominated by cash, term deposits and Australian equities. Trustees have never faced so many choices.

All’s fair in love and super: why couples should equalise super

Changes implemented by super reforms since 1 July 2017 have brought greater incentives for spouses to equalise their superannuation balances, including tax and estate planning benefits.

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