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Sunday, 23 January 2022
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There are reasons to believe inflation will stay under control, and although we may see a slowing in the global economy, two companies should benefit from the themes of 'Stable Compounders' and 'Structural Winners'.
Throughout time, transformative technology has changed the course of human history, but it is easy to be lulled into believing new technology will also transform investment returns. Where's the tipping point?
COVID was a paradigm shift for thematic ETFs, satisfying investor sentiment toward disruptive trends and sustainable investing while covering almost any theme investors desire. Where do they sit in a portfolio?
There are many reasons why 2021 has the potential to be a great year for equities. What are the themes and opportunities most likely to deliver, and how much is inflation a threat?
Australia’s economic recovery is expected to be strong in 2021. It may appear the local economy is lagging other countries as they recover but that is only because we are not starting from such a low base.
Sitting on the sidelines means missing the best days in the market and forgoing initial recovery periods that may include healthy index increases. Here are investment themes to guide through turbulence.
The concept of thematics is gaining traction with investors as a way of tailoring a portfolio to suit the trends that resonate at an individual level, rather than accepting everything contained in an index.
Most people entering retirement do not see a financial adviser, mainly due to cost. It's a major problem because there are small mistakes a retiree can make which are expensive and avoidable if a few tips were known.
Eligibility for the Commonwealth Seniors Health Card has no asset test and a relatively high income test. It's worth checking eligibility and the benefits of qualifying to save on the cost of medications.
The focus is on Magellan for its investment performance and departure of the CEO, but Douglass says the pandemic, inflation, rising rates and Middle East tensions have not played out. Vindication is always long term.
This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.
The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.
Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.