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Thursday, 3 December 2020
Recently trending Five ways the Retirement Review points to new policiesGraeme Shaw on why investing is at a pivotal momentRetirement Review gives strong views on hoarding of super11 key findings on retirement dreams during the pandemicBank scorecard 2020: when will the mojo return?
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Trump or Biden? Our readers make a nailbiting call, while your predictions for the ASX300 over the long term show optimism while flat over the short term. The best insights come from the hundreds of revealing comments.
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.
While Australian businesses generally achieve returns below global comparisons, our Best 50 have delivered results well above the accepted world best practice level, and they come from a diversity of industries.
Total returns from the local stock market have averaged 10.5% per year since Federation, with 12% p.a. under right-leaning governments and 8% p.a. under left-leaning governments. But it's mainly luck.
The media screams the scary headlines at times like Brexit as the share market reacts to the uncertainty. Investors need to ignore the shouting and accept with equanimity that this is the cost of participation.
A 'hard landing' scenario for China could see many areas adversely affected, with one problem leading to another. Australia would feel the effects of such a downturn but no-one knows the magnitude.
With the market hitting a five-year high this week, it’s a good opportunity to pause and examine the performance of the 11 sectors that make up the ASX: what’s worked, what’s lagged and what’s just plodding along?
Shares are an excellent long-term investment, but the ease with which they can be bought and sold can be both a blessing and a curse. Just because you can, doesn’t mean you should.
Continuing our series on the best performing stock markets since the GFC, the recoveries of the US and the UK place them on the podium, thanks in part to brain power and the strength of their huge global companies.
At a time when Australia is worrying about the loss of manufacturing jobs, Denmark's gold-medal economic recovery since the GFC has some interesting policy implications for us.
If you are not happy to own the entire business for a decade, you should not be comfortable owners of even one share for just a few minutes. Time is the friend of the extraordinary business but the enemy of the poor business.
Value investing involves buying stocks at a discount to their intrinsic value but what valuation multiples do you use to identify the intrinsic value of a company?
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.
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.
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.
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.
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?
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.