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Sunday, 25 October 2020
Recently trending Have the rules of retirement investing changed?One last hurrah for the 60/40 portfolio?YourSuper will save $17.9 billion! Surely you’re joshing18 Aussie names for your watchlistClaiming a tax deduction for super contributions
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While bear markets can be difficult, they can also be periods of opportunity. To help put recent markets into perspective, this report outlines three facts about market recoveries and three mistakes that investors should avoid.
Investor portfolios built on a dividend-focused strategy will need to be 100% allocated to equities and greatly elevate their portfolio risk, to meet most income needs in the current low yield environment.
Last year's “back in black and back on track” budget was all about delivering the long-awaited budget surplus. This year, it’s spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs.
The existence of 'zombie' firms is a dangerous and growing problem in the global economy. These are companies that would normally have gone bankrupt or been restructured but have been kept alive by sympathetic credit policy and artificially low interest rates.
In the first of a two-part piece, Portfolio Manager Amit Lodha discusses how the current COVID-19 pandemic is shaping a future where collaboration and decentralisation may become cornerstones for the way companies work.
The Australian ETF industry has extended its strong growth run, exceeding the $70 billion milestone for the first time. This latest review examines the relative growth of ETFs versus the long-established LIC industry.
The continued development of strategies to harvest factor returns in a low-cost manner has effectively raised the bar for many managers.
Martin Currie recently wrote to all the major companies in the firm's Australian income strategies. The objective of the letter is to emphasise the value of dividends for retirees, charities and institutions at this difficult moment.
While short-term market conditions tend to grab headlines, it’s the long-term story that really counts. As Vanguard's Index Chart shows, while markets fluctuate on a daily basis, asset values have steadily increased over the last 30 years.
The Australian ETF industry snaps back to all-time highs as the top two issuers, BetaShares and Vanguard, extend their lead. Also notable was seeing two ethical ETFs in the top 10 products for flows this month.
Brandywine Global's latest recap of current market conditions and an examination of what the post-Covid-19 recovery may look like based on a selection of charts.
Following the sharp fall in markets at the start of the year, Q2 saw strong rallies across global equity markets as investors shed their bear skins for bull horns.
In retirement, we still want to reduce stock volatility while generating cash flows. The two needs have not changed, but the reward expected in the old days from interest payments has gone. What should we do?
The 60/40 diversified portfolio has been the mainstay of the superannuation industry for decades. But it is built on a fundamental principle of defensive bond returns, and its time is nigh.
In Budget 2020, Josh Frydenberg announced a performance comparison tool and fund stapling to save Australians $17.9 billion over 10 years. But too many moving parts make results highly cyclical.
A Morningstar stock screener reveals a cross-section of companies with competitive advantages that are trading at material discounts to estimated value. This is a list of 18 highly-rated names worth watching.
The timing of lodging a notice of intent to claim a tax deduction on super contributions and making partial rollovers or withdrawals can make a big difference to the amount allowed to be claimed.
Budgets are forecasts, and more than most, Josh Frydenberg and Treasury waved a wet finger in the air in compiling the 2020 version. How many companies will now employ a new apprentice for $100 a week subsidy? Which back-of-the-envelope showed 3.5 million businesses would use the instant asset write off? And the $17.9 billion for super savings based on the YourSuper proposal is wishful thinking.