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Edition: White Papers 2019

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The role of fixed income in a diversified portfolio

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.

Fixed income fundamentals

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.

Emerging and Frontier Markets Strategies

  • RWC
  • 11 December 2019

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.

Solving for 2020

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.

Vanguard economic and market outlook for 2020

Friction from the trade war, the Brexit saga and broader political uncertainty have translated to further muted expectations for global growth.

Asset Allocation Committee Outlook 4Q19

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.

The devil is in the details: does responsible investing really deliver?

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?

In a world searching for growth, Asia shines

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.

On board with a long-term view

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.

Global credit cycle built for endurance

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.

Women, parental leave and financial stress

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.

Why now is the right time for value

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?

Most viewed in recent weeks

Stop treating the family home as a retirement sacred cow

The way home ownership relates to retirement income is rated a 'D', as in Distortion, Decumulation and Denial. For many, their home is their largest asset but it's least likely to be used for retirement income.

Welcome to Firstlinks Edition 433 with weekend update

There’s this story about a group of US Air Force generals in World War II who try to figure out ways to protect fighter bombers (and their crew) by examining the location of bullet holes on returning planes. Mapping the location of these holes, the generals quickly come to the conclusion that the areas with the most holes should be prioritised for additional armour.

  • 11 November 2021

Welcome to Firstlinks Edition 431 with weekend update

House prices have risen at the fastest pace for 33 years, but what actually happened in 1988, and why is 2021 different? Here's a clue: the stockmarket crashed 50% between September and November 1987. Looking ahead, where did house prices head in the following years, 1989 to 1991?

  • 28 October 2021

Why has Australia slipped down the global super ranks?

Australia appears to be slipping from the pantheon of global superstar pension systems, with a recent report placing us sixth. A review of an earlier report, which had Australia in bronze position, points to some reasons why, and what might need to happen to regain our former glory.

How to help people with retirement spending decisions

Super funds will soon be required to offer retirement income strategies for members in decumulation. With uncertain returns, uncertain timelines, and different goals, it's possibly “the hardest, nastiest problem in finance".

Tips when taking large withdrawals from super

You want to take a lump sum from your super, but what's the best way? Should it come from you or your spouse, or the pension or accumulation account. There is a welcome flexibility to select the best outcome.

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