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8 July 2022
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The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.
The end of the year is approaching fast, when investors consider rebalancing their portfolios. What are the big themes in a market facing the threat of inflation and rising rates for the first time in many years?
'Sophisticated' investors can be offered securities without the usual disclosure requirements given to everyday investors, but far more people now qualify than was ever intended. Many are far from sophisticated.
Markets always deliver delusions and manias, but there's something unique now. Investors do not speak a common language at a time when there's more money for speculative ideas than ever. Check the water.
ETFs, LICs and MFs. These investment options share some similarities but there are also important differences that make them more or less suitable for particular investors. There are a few key features to know.
Powerful structural themes such as technology disruption and demographic changes may disguise what is driving company success. Watch these broad categories as they may not apply in ways you expect.
We expect portfolio managers to invest in their own funds and executives to own shares in their companies so they have 'skin in the game'. Should government leaders have more investing and business experience?
What do hot cross buns and funds have in common? In both, there is no answer to which is the best, as their characteristics appeal to different people. Select the ones that suit your taste and appetite, maybe with added spice.
It's easy to find eminent market experts with completely opposite views on the market at any moment. View the forecasts of investment gurus for what they are: guesstimates. Only you can decide what's right for you.
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 suspension of ASX trading this week showed how real-time data is essential for investing. A strong API should integrate many sources of data, improve speed, automate tedious processes and reduce risk.
Investors looking for active management should understand the different structures as access, dividends, discounts or premiums, ability to buy and sell and pricing vary by type.
With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.
With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?
Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.
Few people have been closer to superannuation policy over the years than Noel Whittaker, especially when he established his eponymous financial planning business. He takes us on a quick guided tour.
A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.
What was bothering markets in 2006? Try the end of cheap money, bond yields rising, high energy prices and record high commodity prices feeding inflation. Who says these are 'unprecedented' times? It's 2006 v 2022.