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Wednesday, 29 January 2020
Recently trending 20 great ways the government helps retireesSweet spot helping bull market rampageThe demographics of a growing (and ageing) AustraliaSpending phase calls for retiree risk rethinkDespite strong 2019, institutions wary of GFC coming
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Up, down or sideways? From disruption to de-globalisation, these six key themes will determine the sectors and companies that will do well in portfolios in coming years.
It's an election budget with money to spend, driven by income and company taxes. It again relies on China, so as the economy and global growth stalls, the long-term revenues are doubtful with spending locked in.
Residential aged care costs are difficult to understand at any time, but many aged care facilities are introducing new fees which make comparisons even more difficult as cost rise.
The close relationship between the Japanese share market, Japanese yen and the Australian share market shows that Japanese economic policy and a further boost from 'Abe-nomics' may have implications here.
It matters little if you are invested in property, shares or bonds, we have moved into a lower return environment. It's a time for caution in a world where debt and defaults are rising.
Unemployment and inflation seem to be heading in different directions in Australia and the United States, but the outcomes for interest rates and equity markets might be the same.
Economic and investment market cycles do not make for a comfortable ride when making investment decisions and they’re not about to disappear despite numerous smoothing attempts. Face it, cycles just happen.
Despite the Federal Reserve's tapering of its QE policy, liquidity in developed economies will remain abundant with the major central banks adding another USD1 trillion in 2014. But watch for global inflation.
The topic of rising interest rates is heating up following recent increases in US long term bond yields. What does this mean for the value of your existing fixed income investments, and what are the bond alternatives?
Quantitative Easing has been the order of the day for most of the major global economies. Increasing bank liquidity is meant to stimulate consumer and business lending. But for the US, things haven't quite gone to plan.
This list could save a retiree thousands of dollars and provides ideas for a better lifestyle. It's surprising what you might be entitled to, but it's often hard to track down the benefits.
The strong market has challenged value investors who want to buy at lower prices, but there are signs 2020 will continue a 'sweet spot' of profit growth, low inflation and central bank liquidity support.
Understanding demographics is vital for successful planning and investing for the future. What is happening on population growth, ageing, natural increases, immigration and our role in Asia?
The right kind of equity exposure in retirement should come with downside protection and upside capture that enables sufficient participation in market strength. Decumulation investing is different.
After a big rally in 2019, institutions are far more pessimistic about 2020, and 83% expect a GFC-type event within the next five years. They see a strong role for active investing to reduce the downside.
Hybrids are riskier than term deposits but investors are rewarded for the risk. Here is a simple way to consider if the reward is sufficient as the hybrid approaches an expected call date.