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Wednesday, 29 September 2021
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Book reviews: Michael Lewis’ stranger-than-fiction take on how America’s public health mechanisms failed during Covid-19, and Nigel Inkster’s look at China, America and the struggle for technological supremacy.
Six portfolio managers look at how life may change by the end of the decade and how shifting trends are influencing their investment decisions. It's an optimistic view of the world in 2030 as a better place.
While the recent Pfizer announcement deserves optimism, the global life sciences supply chain is likely to create more sustainable profits than those in the highly-competitive vaccine market.
Amid all the reporting of COVID-19 cases and deaths, little is said on how vaccines are actually produced. Are they drugs, can we produce them in Australia, and how can millions of doses be rolled out?
When someone moves into residential aged care, they are assessed based on their assets and income. An important change is coming on 1 July 2020 that clients and their advisers should understand.
It will surprise many that benefits worth over $8,700 could be available for a couple with a super balance over $4 million. Check if you are eligible for the Commonwealth Seniors Health Card.
There are strong demographic trends in ageing and consumer spending and investing in the right healthcare companies can ride this wave as well as produce better health outcomes for people.
Increasing longevity poses many challenges, including staying financially secure over a long retirement period. Retirees and governments must stay on top of healthcare costs.
When industry, regulators and academics met to discuss the direction of superannuation research, a number of key themes emerged, showing where our super system is evolving to.
Australian businesses are in a unique position to assist with China's growing need for healthcare and aged care facilities as the country faces rising chronic illnesses and a rapidly ageing population.
Biotech and pharma are seductive and exciting sectors to invest in. When products are developed and successfully adopted, it can be very profitable, but most projects do not succeed, and it’s good to know what you’re doing.
The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?
It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.
Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.
Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.
The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?
Critics of franking credits are missing the main point. The taxable income of shareholders/taxpayers must also include the company tax previously paid to the ATO before the dividend was distributed. It is fair.