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7 July 2022
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If it's common knowledge, it's not an outperformance edge. You may have insights about China, a great company, US ingenuity, inflation or interest rates, but if they are common, they are already priced in.
A key attribute of great investors is the ability to abstract away the specifics of a particular domain, leaving only the important underlying principles upon which great investments can be made.
From a financial view, most earnings calls and stock picks are a waste of time. For most people, their investing would be better served in an index fund. So why bother with it? The best reason is because you enjoy it.
A surprisingly high percentage of respondents believe 'This Time is Different'. They may be in for a tough time if history repeats as we have seen plenty of asset bubbles before. Do we have new rules for investing?
Many of our readers possess decades of investment experience. Let's share your lessons with those starting out, or is this time different, and your Living Years have left you 'prisoner to what you hold dear'?
Most of us try a version of tactical asset allocation. The good news is the range of investments available has improved significantly, and anyone can become a version of the Future Fund or Jerome Powell.
Immersed in the business and finance worlds at an early age, Hetty Green became one of the most successful investors of all time. Her story shows that the best advice is often timeless.
A pin lies in wait for every bubble. And when the two eventually meet, a new wave of investors learns some very old lessons: speculation is most dangerous when it looks easiest.
The Morningstar CEO on democratising investing, why saving in your youth is crucial, and why most investors care more about paying off their debts than comparing their results against benchmarks.
In 35 years watching investment markets, some themes continue to repeat. Investors don't need to live through the same mistakes if they follow this list of lessons learned from studying markets.
At its core, successful investing is simple, but we have a knack of making it look complex. Here are five basic lessons that demonstrate key aspects of investing.
With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.
With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?
Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.
A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.
Few people have been closer to superannuation policy over the years than Noel Whittaker, especially when he established his eponymous financial planning business. He takes us on a quick guided tour.
What was bothering markets in 2006? Try the end of cheap money, bond yields rising, high energy prices and record high commodity prices feeding inflation. Who says these are 'unprecedented' times? It's 2006 v 2022.