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Thursday, 29 July 2021
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The Listed Investment Company structure is under siege, but for the right type of asset and manager, it still carries strong appeal. Every LIC should review whether it has a genuine reason to exist in this form.
The markets delivered the full range of experiences in the past year with the fastest fall and the sharpest recovery on record. What quick investing lessons apply, especially when a crisis hits?
There is a popular view that retail investors panic when markets fall, but in the recent COVID selloff, they were waiting in cash for buying opportunities. What's equally interesting is the stocks they bought.
Citi's clients tap into their own views to find investments that suit their portfolios, often working across global boundaries. It's a search for solutions in a world with no risk-free returns.
Exclusive: Hamish Douglass’s 13 lessons from years of investing include how to find the right investments, how to let investments work for you, risk management and the best temperament.
Although some domestic cyclical companies currently offer value, the attraction of offshore growth is a key factor for investors, including strong Australian companies with global aspirations.
This brief history of the GFC and the lessons we should learn is a reminder that similar events will happen again at some stage, and this time we have no excuse not to be ready.
Markets and assets look expensive, but technology at least offers high revenue growth and fast rates of adoption. However, much of that great promise may benefit consumers more than investors.
‘Single-investor’ models are convenient for a range of investments. A bare trust can be a cost-effective and simple way to let a small number of sophisticated investors access an investment through one legal entity.
Knowing what investors want should be fundamental to conversations with financial planners and advisers, and it's not mainly about maximising returns. Set the right planning parameters.
The modern investor has access to many products but the level of financial literacy struggles to keep pace leading to confusion and conflicted goals. This study shows the types of conversations investors should have with advisers.
The Medibank sale was carefully handled to ensure not much was left on the table, but that did not prevent a scramble for shares. Both retail investors and institutions were allocated a fraction of their bids.
What happens when a superannuation expert sets up his own retirement portfolio using decades of knowledge? He finds he can afford much more investment risk in his portfolio than conventional thinking suggests.
There is a small universe of companies on the ASX which are reliable dividend payers over five years, are fairly valued and are classified as ‘negligible’ or ‘low’ on both ESG risk and carbon risk.
The Big Four banks look similar but they are at fundamentally different stages as they move to simpler business models. Amid challenges from operating systems, loan growth and neobank threats, one factor stands tall.
A comprehensive study of the impact of inflation on returns from different assets over the past 120 years. The high returns in recent years are due to low inflation and falling rates but this ‘sweet spot’ is ending.
They are six of the greatest businesses ever and should form part of the global portfolios of all investors. The market sees risk in inflation and valuations but the companies are positioned for outstanding growth.
The first of five articles on modern retirement income products that aim for an increasing pension that lasts for life and on average should not decline in real terms. They are not silver bullets but worth a look.