According to S&P, the majority of active managers continue to underperform their benchmarks. However there are sectors where active styles perform well, and many managers justify their fees.
Author Archive | Alan Hartstein
The renewables industry is hampered by the combination of a shallow venture capital market and capital-intensive technology. The recent power outages in South Australia did not help.
Improving financial literacy and capitalising on the changing investment trends of SMSF trustees, are big opportunities for financial advisers, according to two recent surveys.
If contribution caps and lifetime limits on superannuation are getting in the way of long-term savings goals, there are other tax-effective alternatives available, especially investment bonds for higher income earners.
The wealth industry’s focus on building retirement savings to a defined asset value should be replaced by aiming for a sustainable income level, argues Nobel Laureate Robert Merton.