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16 May 2022
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The Intergenerational Report is an opportunity to talk about ways to a better future, but it is not the one outlined in the paper. It has too many generous assumptions while the budget will always be in deficit.
If you're still getting your head around blockchain, read this quick summary on the potential of distributed ledgers. The technology is not without problems but cannot be ignored.
Productivity growth has slowed, and if it persists, it's another sign that future investment returns will disappoint and fiscal imbalances will persist. There are strategies that might counter the worst effects.
The market has been supplying investors with high dividend-paying stocks, but unfortunately, this focus overlooks better opportunities with more growth and capital appreciation.
The Australian economy faces many challenges from both global and domestic influences, and while opportunities exist for Australian businesses and investors, it's a time for caution.
Investors need to be aware of what’s happening to productivity and how this will affect future returns and the affordability of tax-payer funded pensions, especially if company profits fall.
Since 1973, the Year of the Goat has generated the highest average returns among the 12 Chinese zodiac symbols, averaging an impressive 45.3% each year. Will this continue in 2015?
We don’t know what the world will look like in 2050, but that doesn't mean we shouldn't think about it and plan for different scenarios. Demographic change and growth in emerging markets are major themes.
Despite the wide-spread perception that Australia’s debt position is unsustainable, it’s low in an historical sense and when compared to national income. We could be making more use of it.
Hot-desking is sold as a way to break down work cultural barriers and increase collaboration. But while the company enjoys a reduction in costs, it seems the quality of the working environment may be reduced.
Secular stagnation can result from a sustained lack of demand or low growth in productivity, and can create low or negative investment returns. Could this happen in Australia?
* Michael Lewis tells his Sydney audience, “It’s pretty hard to imagine anyone who’s good at investing paying any attention to what happened on CNBC.” (24 hour news channel).
Every successful fund manager suffers periods of underperformance, and investors who jump from fund to fund chasing results are likely to do badly. Selecting a manager is a long-term decision but what else?
In almost 1,000 responses, our readers differ in voting intentions versus polling of the general population, but they have little doubt who will win and there is widespread disappointment with our politics.
Conservative investors who want the greater capital security of bonds can now lock in 5% but they should stay at the higher end of credit quality. Rises in rates and defaults mean it's not as easy as it looks.
In the last decade, ETFs have become a mainstay of many portfolios, with broad market access to most asset types, as well as a wide array of sectors and themes. Is there a favourite of a CEO who oversees 30 funds?
Increases in commodity prices have fuelled global inflation while benefiting commodities exporters like Australia. Oftentimes, booms lead to busts and investors need to get the timing right on pricing cycles to be successful.
Single-member SMSFs face challenges where the eventual beneficiaries (or support team in the event of incapacity) will be the member’s adult children. Even worse, what happens if one or more of the children live overseas?