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Home / Investor Behaviour

Investor Behaviour

1-12 out of 41 results.

The value of financial advice amid rise of retail investors

Tanya Hoshek
28 October 2020
11

Financial advice has moved well beyond simply recommending investments, with five major components to quality advice. Helping clients avoid potentially disastrous mistakes is often underestimated.

Four simple things to do right now

Markets have recovered in the last six months but most investors remain nervous about the economic outlook. Morningstar analysts provide four quick tips on how to navigate this uncertainty.

COVID-19: Is this time really different?

Michael J. LaBella
8 April 2020
2

All crises are inherently different, but investor reaction to them is remarkably consistent. There's no evidence to suggest this has changed, which means there are importnt lessons from history.

Shaken by stock market carnage? Forget everything

Vishal Khandelwal
18 March 2020
4

Nobody has a clue what is going to happen with the market. When deciding what to do with your stocks today, what matters is where the business and its intrinsic value may be 10 years down the line.

How do your financial priorities stack up with our pyramid?

Christine Benz
8 January 2020
3

Make sure you're not focussing on minor investment problems while giving short shrift to the game-changers. This pyramid describes the important decisions and it might surprise what comes last.

How to be a human be-ing, not a human do-ing

Julian Morrison
20 August 2019
3

Learn to make better decisions. We are human be-ings not human do-ings. We don’t always need to be active and switching investments often means selling and buying at exactly the wrong time.

Advisers must step up and articulate their value

Jodie Hampshire
31 July 2019
7

In a time where advisers are under pressure to demonstrate their value, the latest Russell Investments ‘Value of an Adviser’ report reveals investors gain around 4.4% per year through a quality advice partnership.

Labor franking policy will change behaviour

Deborah Ralston
23 January 2019
65

Labor thinks disallowing excess franking will generate billions of dollars of additional revenues, but there is growing evidence that behaviour changes will severely limit the amount raised.

Four checks for a financial fire drill

Nigel Stewart
28 February 2018
1

The best time to do a financial fire drill is when there is no fire. Planning for a major bear market will help prevent emotional upheaval and panic selling, and advisers have an important role to play with their clients.

Richard Thaler: Nobel economist changing our behaviour

Richard Holden
19 October 2017
3

Nobel Laureate, Richard Thaler, believes that the irrationality of humans affects economics and financial markets, with wide-ranging implications for decision-making and investing.

10 cognitive biases that can lead to investment mistakes (Part 2)

Hamish Douglass
22 June 2017
2

Knowing about psychological barriers to good investment performance can help to understand and minimise mistakes. Consider how often a cognitive bias has led to a poor investment.

10 cognitive biases that can lead to investment mistakes (part 1)

Hamish Douglass
15 June 2017
7

Knowing about psychological barriers to good investment performance can help to understand and minimise mistakes. Consider how often a cognitive bias has led to a poor investment.

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Five ways the Retirement Review points to new policies

The Retirement Income Review goes much further than an innocent-sounding 'fact base', and is sure to guide policies in the run up to the next election. It will change how we think about retirement incomes.

Graham Hand
25 November 2020

Graeme Shaw on why investing is at a pivotal moment

Company profits have not improved for many years but higher valuations have been driven by falling rates and excess liquidity. Conditions do not suit a value and contrarian manager but here are some opportunities.

Graham Hand
18 November 2020

Retirement Review gives strong views on hoarding of super

The Review includes some profound findings, most notable that retirement income should include drawing down far more capital. Expect post-retirement products to proliferate under a Retirement Income Covenant.

David Bell
25 November 2020

11 key findings on retirement dreams during the pandemic

A mid-pandemic survey of over 1,000 people near or in retirement found three in four are not confident how long their money will last. Only 18% felt their money was safe during a strong economic downturn.

Matt Rady
18 November 2020

Bank scorecard 2020: when will the mojo return?

Banks severely cut dividends in 2020 but are expected to improve payments in 2021. History provides clues to when the banks will return to their 2019 levels of profitability, but who is positioned the best?

Hugh Dive
18 November 2020

Generational wealth transfers will affect all investors

It's not only that 60 is the new 40, but 80 is the new 60. Many Baby Boomers spend up in retirement and are less inclined to leave a nest egg to their children. The ways wealth transfers will affect all investors.

Max Pacella
18 November 2020

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