14 May 2024

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Five months on from cancer diagnosis Are term deposits attractive right now?Uncomfortable truths: The real cost of living in retirement Is Australia ready for its population growth over the next decade?How retiree spending plummets as we age

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Home / Author: David Bell

David Bell

There’s more to risk aversion than most planners realise

Financial risk aversion is usually measured via a questionnaire compiled by an adviser, which provides a one-dimensional numerical measure. But this does not cover all there is to learn about a client's aversion to risk.

David Bell
31 October 2014
4

Hedge funds seizing ships – what next?

The story of a US hedge fund fighting to recoup its Argentinean bond investment has both stunned and amused all who have followed its progress over the last 12 years. Will the seizing of a naval vessel bring it to a close?

David Bell
2 October 2014
2

Grattan and the fuss about Chile’s pensions

A suggestion from the Grattan Institute that Australia's superannuation system could use Chile's default fund auction method to create competition between funds and reduce fees has generated a lot of media attention.

David Bell
5 September 2014
4

Stock market winners versus losers

In 1993, researchers in the US studied the phenomenon of winning stocks continuing to outperform losing stocks. Using both long and short positions one could theoretically outperform the market on a regular basis.

David Bell
8 August 2014
3

Making sense of performance statistics

Fund managers often quote statistics to explain their performance, but what do they really mean, and how can we make useful comparisons?

David Bell
11 July 2014
3

No easy way to make money

History has shown that there are many investment frauds and schemes out there intent on parting investors with their savings. This is a reminder to be wary of things that look too good to be true – because they probably are.

David Bell
13 June 2014
5

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Latest Updates

Are term deposits attractive right now?

If you’re like me, you may have put money into term deposits over the past year and it’s time to decide whether to roll them over or look elsewhere. Here are the pros and cons of cash versus other assets right now.

James Gruber
8 May 2024
66

Retirement

How retiree spending plummets as we age

There's been little debate on how spending changes as people progress through retirement. Yet, it's a critical issue as it can have a significant impact on the level of savings required at the point of retirement.

Ruvinda Nanayakkara
8 May 2024
20

Estate planning made simple, Part I

Every year, millions of dollars are spent on legal fees, and thousands of hours are wasted on family disputes - all because of poor estate planning. Here's a guide to a key part of estate planning - making an effective will.

Noel Whittaker
8 May 2024
5

Investment strategies

Markets are about to get a whole lot harder

As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate the new higher-cost paradigm.

Robert M. Almeida
8 May 2024
1

Investment strategies

Why commodities deserve a place in portfolios

2024 looks set to be another year of reflation and geopolitical uncertainty — with the latter significantly raising the tail risk of a return to problematic inflation. That’s a supportive backdrop for commodities.

Property

What’s next for Australian commercial real estate?

It's no secret that Australian commercial property has endured its most challenging period since the GFC. Yet, there are encouraging signs that the worst may be over and industry returns should improve in the medium term.

Board games: two hidden risks for stock pickers?

Allan Gray's Simon Mawhinney thinks two groups with huge influence over our public companies often fall short of helping shareholders. In this interview, Mawhinney also talks boards, takeovers, and active investing.

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