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Tuesday, 9 March 2021
Recently trending $100 billion! Five reasons investors are flocking to ETFsInvest in Australian value stocks before it is too lateA close look at retiree fears and expectationsMinister Jane Hume on SMSFs and superannuation reformHume and Frydenberg reset super with two buzz words
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A summary of 10 investing themes for 2021 including early-cycle opportunities, populism, digital transformation and supply chains, plus the outlook for equities, fixed interest and alternatives.
The next phase of recovery depends on immunity to COVID and reduced consumer reluctance to engage in normal economic activities. What are the various scenarios and how do they influence a balanced portfolio?
Global markets are more uncertain today than at any other time in our lives. Nobody knows the future but we must make decisions about it. A solid dose of intellectual humility is essential.
Inflation and deflation forces exist and the dominant outcome is uncertain at the moment, but equity investors should consider inflation risk within their asset allocation framework.
A one sentence stream of consciousness born after listening to too many 'what-ifs' and 'on-the-other-hands' will leave you sitting firmly on the fence, which is neither a comfortable nor useful position.
The memo from Howard Marks titled 'Expert Opinion' explains how forecasting is more art than science, and we give too much weight to many expert opinions which are little more than a 50-50 guess.
Given how difficult it is to forecast statistics such as GDP, employment or inflation, investors should ignore macroeconomics. Even if forecasts were accurate, they are not very useful for valuing shares.
Too many variables affect the market and economies, and most are unforeseeable or overly complex to understand. Instead of wasting time on such macro issues, it's better to focus on your investment edge.
A final look at the 'January effect' to analyse whether the market's first month performance predicts the share market's likely year-end returns, and why Australia is different from the US.
It's not low or high commodities prices, or even rising or falling prices, that matter for the share market. A pattern relating to changes in the rate of change can be observed as far back as the 1950s as a useful forecasting tool.
Long term investing makes sense for the majority of investors who have time on their side, but it isn’t always easy. Unexpected events will test your resolve so it’s important to know how to improve your chances.
Obviously it’s best to sell high and buy low, but in the irrational world of stock markets, the past may offer little guide to the future. The most we can realistically expect is to learn how to tilt the odds in our favour.
It's not official, but Australian ETFs are clicking over $100 billion right now. It's a remarkable rise, leaving the traditional rivals, the Listed Investment Companies, in their dust. Why are they so popular?
By now, we know 'growth' stocks have outperformed 'value' for many years and investors look to the future, but there are good reasons why the switch is on, especially as value companies emerge from the pandemic.
Half of Australians retire early due to unexpected circumstances and within timeframes they did not choose, and two-thirds of pre-retirees worry about funding their retirement. But neither are the greatest fear in retirement.
Senator Jane Hume presented at the SMSFA conference this week, and we reproduce the full transcript as a guide to what the Government is thinking on superannuation reforms as we head into the next election.
The solutions to retirement problems are obvious. All we need are 'efficiency' and 'flexibility'. Learn what these two words mean and the future of superannuation policy is clear. Just don't tell Paul Keating.
At some point, politicians will debate how to reduce the national debt and implement measures aimed at simultaneously easing budget pressures while reducing the gap between rich and poor. Investors should be ready.