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Investment Horizon

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Three major financial goals after retirement

Most people in retirement will have three financial goals in the decumulation stage to take account of the uncertainty of health, longevity and markets, and here's a framework to help.

Investors expect ESG issues to drive returns

Both retail and institutional investors are demanding fund managers respond to ESG issues. A new generation will insist on better standards and will not accept a compromise in returns. 

Two 60th birthdays: the S&P500 Index and me

When you reach the age of 60, should your investing change if your life expectancy is another 30 years?

Is your portfolio playing 20/20 or test cricket?

Fund managers are taking more risk in their search for performance, but is it the mad rush of 20/20 at the expense of the steadier and ultimately more rewarding and enduring experience of test cricket?

What is a ‘long-term investor’?

Being a long-term investor isn't always about holding securities for a long time. It's more about being able to make investment decisions that optimise the long-term result.

Picking winners: the origins of the specious

Watching the market each day to pick a winner is not the best way to handle a retirement plan. A better and less stressful approach for your investment portfolio is to avoid losers, sit back and watch the grass grow.

Most viewed in recent weeks

Unexpected results in our retirement income survey

Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement, although the comments show what feisty and informed readers we have.

10 reasons wealthy homeowners shouldn't receive welfare

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?

Three all-time best tables for every adviser and investor

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.

The looming excess of housing and why prices will fall

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.

Five stocks that have worked well in our portfolios

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.

Six COVID opportunist stocks prospering in adversity

Some high-quality companies have emerged even stronger since the onset of COVID and are well placed for outperformance. We call these the ‘COVID Opportunists’ as they are now dominating their specific sectors.

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