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Edition: White Papers 2017

1-12 out of 41 results.

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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Start the year right with the 2022 Retiree Checklist

This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.

At 98-years-old, Charlie Munger still delivers the one-liners

The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.

Should I pay off the mortgage or top up my superannuation?

Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.

Part 2: Hamish Douglass on not swinging for the fences

Markets don't seem normal, but Magellan is criticised for its caution. Higher interest rates to control inflation could create a recession and some of today's investing will turn out a mass delusion of modern history.

10 big investment themes to watch in 2022

Are markets on a road to recovery or a path of potholes? Leading portfolio managers were asked for the theme that most excites or worries them in the year ahead, and what they will especially watch for.

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