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How share buybacks boost the US market

Stock buybacks improve earnings per share, making it look like better company performance. In the US, if buybacks stop for any reason, both management and investors alike will have to shift earnings per share expectations downwards.

Investor questions for marketplace lenders

Marketplace or peer-to-peer lending is well established overseas and growing rapidly in Australia, but investors should understand the risks and the returns, as described in the first part of this debate.

How is 2019 different from 2018?

The rise in bond rates in the US in 2018 has tilted investment opportunities away from the easy choice of collecting higher dividends on shares, and now, greater prudence is required.

Don't overlook the quality in consumer staples

Among the focus on tech stocks and healthcare sectors, the quality in consumer staples stocks tends to be overlooked, but these are the companies we continue to buy from in all economic circumstances.

Identifying value for money in active management

Many active managers are closet indexers. The real cost of forcing a skilled manager into a low tracking error is the limit to the upside.

Sustainable investing focuses on the future

A better approach to sustainable investing is to actively select for better ESG scores and identify companies with a positive impact. Fund managers have an important advocacy role.

There’s more to bonds than buy and hold

Bond investing is not only buy and hold and traditional return sources such as income, changing yields and duration. Relative value identifies market inefficiencies and uses risk management techniques in all market conditions.

2018: an SAA odyssey

The movie, 2001: A Space Odyssey, not only took a journey into the future, it glimpsed many technologies that are now with us. It’s time to look ahead to future asset allocations.

Rising bank funding costs driven by liquidity not credit

The bank bill/OIS swap rate may seen arcane but if it stays at current elevated levels, it may increase rates for borrowers in the same way as an increase in cash rates by the Reserve Bank.

Currency risk deserves more than a coin toss

Many investors in global portfolios overlook the currency exposure and should consider leaving hedging decisions to specialists. There is no single optimal hedging strategy as conditions vary over time.

Does fixed income diversify portfolio risk?

Investors shouldn't automatically assume the inclusion of bonds in a portfolio provides diversity against their equity exposure, as correlations can change in volatile markets.

Quality ingredients improve both cooking and investing

Home cooking and value investing have much in common. While it takes more time and effort to carefully assemble the right ingredients, the results can pay off over the long run.

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Bulls, bonds and brain damage

Markets are overlooking the obvious risks as traders pass the parcel to the next buyer. Even central bankers believe: “There is something vaguely troubling when the unthinkable becomes routine.”

Three strategies for retirees to spend their super

Many retirees simply drawdown the minimum amount allowed under the pension rules. While their money may last longer than using other strategies, is a frugal lifestyle the best way to live in later years?

Elizabeth Bryan and Chris Cuffe on how good boards work

Two of Australia's most experienced and successful chairs explain what makes a good board, what to watch for in bad ones, with advice for aspiring board members: understand first what motivates you.

Don’t expect too much from the Retirement Income Review

Expectations are already high for what the Retirement Income Review will deliver, but it will make no formal recommendations, and the 'fact base' it establishes will be disputed by other experts.

Growth and urbanisation create compelling opportunities

The investment opportunity in listed ‘real assets’ in Australia is almost $250 billion. Offices, roads, warehouses, airports, pipelines and shops are the foundation of economic growth.

Long lease property funds: follow the income

Investors should not assume all property leases are the same, and long WALE funds have the advantages of tenant quality and term, plus look for the highly-desirable 'triple net leases'.

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