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Wednesday, 27 January 2021
Recently trending 24 hot stocks and funds for 2021Great new ways the Government helps retireesThe hazards of asset allocation in a late-stage major bubbleFour simple strategies deliver long-term investing comfort Retirement changes everything: a post-retirement investing framework
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Many investors are familiar with the concept of diversification, spreading investments across different asset classes. Most diversified portfolios include growth assets, such as shares and property, as well as defensive assets, such as fixed income and cash.
A fixed income investment is a simple interest only loan. It may be made to a government, semigovernment authority or company; as such, fixed income investments are often referred to as ‘debt’ investments.
Channel Capital affiliate, RWC, provides an overview of the third quarter of 2019 before exploring investment opportunities in the healthcare sector in emerging and frontier markets.
The heads of Neuberger Berman’s investment platforms identified the key themes they anticipate will guide investment decisions in 2020. These 10 themes are discussed in detail in this report.
Friction from the trade war, the Brexit saga and broader political uncertainty have translated to further muted expectations for global growth.
Neuberger Berman’s Asset Allocation Committee meets quarterly to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, refines its own market outlook.
An estimated US$30 trillion of AUM today takes into account some form of ESG data, but does responsible investing deliver only perceived value or can it really enhance overall risk/return?
The long-term outlook for Asia is positive, but in the short term, there is likely to be some volatility thanks to trade disputes, weak Chinese data and political unrest.
A case study on shifting the performance evaluation mindset. This paper reflects the work done with MFS' mutual funds board and the process it took to push the business forward and think differently.
Investors continue to debate where we are in the global credit cycle and wonder if the party is about to end. This paper delves into the implications for portfolio positioning.
While no group or demographic is immune from financial stress, Australian working women are continuing to feel the pressure, with one in five identifying as financially stressed.
There have been recent comments in the market that value investing is broken. Given how expensive the market has become, is now actually the time to overweight the style?
Many investors use the new year to review their portfolios, and in this free ebook, two dozen fund managers and product providers give their best ideas for 2021 - some stocks, some funds, some sectors.
Last year's retiree checklist of services available was one of our most popular articles. There are some additions for 2021, and while it can take effort to set them up, they can pay off over the long term.
The Grantham article everyone is quoting, in full. "The long, long bull market since 2009 has finally matured into a fully-fledged epic bubble ... this could very well be the most important event of your investing lives."
A long-time advocate of the merits of generating income by investing in industrial companies rather than bonds or deposits checks his 'mothership' chart for the latest results, and continues to feel vindicated.
Categorising post-retirement needs – living, lifestyle, legacy and contingency – creates a framework for retirees. Advisers can translate these needs into investment goals and portfolios.
The widespread use of 'millionaire' must stop. Inflation means that the basket of goods and services that cost $1 million in 1960 now requires $15 million. Today, millionaires are not wealthy.