Investors and financial market professionals underestimate the power of franking credits to enhance returns, especially in pension phase where franking is fully refunded.
While there is a role for both active and passive investments in portfolios, the impact of relatively small reductions in management fees can compound to large amounts over a lifetime of saving.
‘Grey swans’ are surprises that are improbable but more likely to occur than ‘black swans’, and investors should consider the possible impact on their portfolios. Some of these swans will paddle by this year.
General principles previously governed ethical investing, but both fund managers and clients now accept the more hard-nosed approach of eliminating certain companies from portfolios.
New research shows a rapid increase in the proportion of retirees expecting to outlive their savings, and those not yet retired are worried about markets and not saving enough.
Independent Investment Research has released its December Quarter 2016 review of the performance of the 34 LIC’s under its coverage. Understand the premiums and discounts to NTA before investing.
US shale oil producers and the combined alliance of OPEC and Russia need one another to maintain the ‘sweet spot’ in oil sector dynamics and profitability into the future.
Articles from previous editions
It was a good reporting season with market EPS expectations increasing 1.6%, the best outcome since 2010, but as ever, some segments of the market are faring much better than others.
Noel responds to Chris doubting it is possible to take the heat out of the market with tax changes, but he’s fine if the 50% CGT discount does not kick in for at least five years.
The deductibility of personal contributions due from 1 July is a bigger opportunity than most people realise, given many employees were not allowed to salary sacrifice, and some employers abused it.
Investing across many different managers may not deliver the expected portfolio diversification if managers invest in the same way. Watch for diversification redundancy.
In the sixth annual review of the ETF industry, there is an extraordinary reduction in the average age when investors first use ETFs. It’s a sign of the sustainability of rapid growth.
Successful affordable housing initiatives in the UK and indications from Australian institutional investors that they would invest in a similar scheme here are encouraging developments.
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