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Passive Funds

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Smart beta funds complement active without key person risk

It is common to see 'smart beta' as the core of a portfolio supported by high conviction active funds, or a core active manager blended with a complimentary smart beta strategy. It also removes key person risk.

To your taste: hot cross buns and hot, cross funds

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.

The index investing story could be even better

Passive investing typically incurs less tax than active investing but should be made even more tax-effective by using losses in the portfolio to offset taxable capital gains.

Is passive investment outperformance merely cyclical?

Active managers on average struggle to outperform market indexes, but do they provide added protection from losses during down markets? And which index should we focus on?

Active versus passive: there’s more to it

Long gone are the days when 'passive' investing meant simply replicating a cap-weighted index, especially with the surge in 'active' and 'factor-based' funds such as smart beta. We need more nuanced definitions.

Why good active managers should outperform

In a continuation of the 'active vs passive' debate, there are many reasons why a good active manager should be worth the extra cost. What should the manager be doing to deliver results?

The numbers tell the story for index investing

The empirical evidence in the active v passive investing debate favours index in most asset classes, but there's a role for mixing the techniques if good managers can be identified - although that's not easy.

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How to enjoy your retirement

Amid thousands of comments, tips include developing interests to keep occupied, planning in advance to have enough money, staying connected with friends and communities ... should you defer retirement or just do it?

Results from our retirement experiences survey

Retirement is a good experience if you plan for it and manage your time, but freedom from money worries is key. Many retirees enjoy managing their money but SMSFs are not for everyone. Each retirement is different.

A tonic for turbulent times: my nine tips for investing

Investing is often portrayed as unapproachably complex. Can it be distilled into nine tips? An economist with 35 years of experience through numerous market cycles and events has given it a shot.

Rival standard for savings and incomes in retirement

A new standard argues the majority of Australians will never achieve the ASFA 'comfortable' level of retirement savings and it amounts to 'fearmongering' by vested interests. If comfortable is aspirational, so be it.

Dalio v Marks is common sense v uncommon sense

Billionaire fund manager standoff: Ray Dalio thinks investing is common sense and markets are simple, while Howard Marks says complex and convoluted 'second-level' thinking is needed for superior returns.

Fear is good if you are not part of the herd

If you feel fear when the market loses its head, you become part of the herd. Develop habits to embrace the fear. Identify the cause, decide if you need to take action and own the result without looking back. 

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