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Friday, 6 August 2021
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By Dr Shane Oliver, Head of Investment Strategy and Economics and Chief Economist, AMP Capital Sydney, Australia.
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AMP Capital is a sponsor of Firstlinks. These comments are general information and do not consider the circumstances of any investor.
What happens when a superannuation expert sets up his own retirement portfolio using decades of knowledge? He finds he can afford much more investment risk in his portfolio than conventional thinking suggests.
The Government has taken the next step towards encouraging retirees to live off their capital, and from 1 July 2022 will require super funds - even SMSFs - to address retirement income and protect longevity risk.
There is a small universe of companies on the ASX which are reliable dividend payers over five years, are fairly valued and are classified as ‘negligible’ or ‘low’ on both ESG risk and carbon risk.
The Big Four banks look similar but they are at fundamentally different stages as they move to simpler business models. Amid challenges from operating systems, loan growth and neobank threats, one factor stands tall.
They are six of the greatest businesses ever and should form part of the global portfolios of all investors. The market sees risk in inflation and valuations but the companies are positioned for outstanding growth.
The first of five articles on modern retirement income products that aim for an increasing pension that lasts for life and on average should not decline in real terms. They are not silver bullets but worth a look.
Imagine it is 24 hours before you are born and you can set all the rules: any political system, any economic structure, any social edifice. One catch: you don't know which of the nine billion people on earth will be you.
The case for strong stock markets is convincing. The problem is that the case for a major correction (20% or more) in the next 12 months is also convincing. And why Bitcoin is absurd and defies logic in a market bubble.
Last November, the heads of four investment platforms identified the key themes they anticipated would guide investment decisions in 2021. With the year half over, we see how they’ve played out and check the outlook.
Despite the maturing of the super system, 70% of retirees rely in part or full on the age pension. Access to pensions will become more restrictive and fewer people will have options such as a reverse mortgage.
Globally, demand for quality industrial property has driven the strongest period of growth the commercial logistics sector has experienced in many years, but what's happening with office and retail sectors?
The next episode of Wealth of Experience with Graham Hand and Peter Warnes covers Top 20 stocks then and now, Brambles, defining retirement income, performance fees and Nick Griffin’s ideas and outlook.
There has been an excellent response in reader engagement and comments to our recent articles and podcasts on retirement income. Tell us what you think in this short survey and the results will go to Treasury.