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Friday, 29 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 Cut it out ... millionaires are not wealthy
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Sir Christopher Pissarides, Nobel Laureate and labor market economist in a webinar to discuss the implications of the pandemic and what it means for investors.
Since the rise of passive investment at the beginning of this decade, a strong debate has ensued as to whether active portfolio management adds value. UBS explains why going global and active can add value.
The 19th UBS Greater China Conference in Shanghai brought together executives from more than 240 leading companies in China and Asia Pacific, with over 2,600 senior representatives from across the international and domestic financial communities.
Transactions in the private infrastructure marketplace highlight the opportunity to own core infrastructure assets in the listed market at a significant 20%+ discount to their underlying asset value. This valuation gap is unlikely to persist indefinitely, which makes a compelling case for allocating to Global Listed Infrastructure.
Pension Fund Indicators delivers an objective and educational source of investment data with practical explanations, covering the range of investment opportunities available to superannuation funds.
Infrastructure is one of the fastest growing asset classes globally, with investors’ target allocations increasing significantly over recent years.
A transition to retirement income stream (TRIS) is an income stream a retiree can access once they attain preservation age, but before they meet another condition of release like retiring.
In this July 2018 edition of Panorama, UBS senior asset class and allocation experts assess the potential challenges and opportunities for investors over coming months.
As we slowly emerge from the extended period of historically low interest rates and witness the gradual turn in the global interest rate cycle, it’s important to remember the key role fixed income plays and understand the essential qualities of a ‘real’ fixed income portfolio:
Australian superannuation assets increased by 7.4% over 2015-16, totalling $2.15 trillion at the end of the September 2016 quarter.
For multi-asset investment managers, today’s low growth, low yielding environment represents the best of times to demonstrate the power of diversification.
When a country’s national savings falls short of its investments, it has to borrow from overseas. The savings feast provided by emerging economies that was one driver of falling interest rates a decade ago has become a famine.
What a difference a year makes. In 2015, most economists forecast a succession of US interest rate rises and a gradual improvement in the global economy.
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.
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.
Categorising post-retirement needs – living, lifestyle, legacy and contingency – creates a framework for retirees. Advisers can translate these needs into investment goals and portfolios.