A reader sent in an excellent question on the merits of lifetime annuities versus long term indexed bonds for post-retirement income. Jeremy Cooper and Elizabeth Moran make the case for each.
Author Archive | Caveat Emptor
We’ve asked two industry professionals to state their cases for and against these two investment types that are growing in popularity: Listed Investment Companies and Exchanged Traded Funds.
A reader wants to know how to access company floats before their listing on the ASX. Roger Montgomery explains it’s probably a closed shop, but you can often wait until the market becomes bored and buy better.
With the ‘tapering’ finally announced last night, it’s as important as ever to understand what’s happening. So when Rick Cosier asked some of the questions many would like answered, Warren Bird obliged.
Australian equity income funds have become extremely popular as investors look for yield and income, but are they arbitrage funds by another name? Rudi Minbatiwala of the Colonial First State Equity Income Fund responds.
The search for yield has driven retail investors into billions of dollars of hybrids that could not be sold to wholesale investors at these levels. Is the full picture being told to the retail market?
The Secret Powers of Time. There are six main time zones that people live in.
This week, we answer four of your Caveat Emptor questions on our website. Send us your criticism or concerns about a financial product, and we’ll ask an expert to respond. Write to us at [email protected]
Investment manager Kieran Kelly gives his assessment of the Nine Entertainment IPO, and he’s not impressed at the asking price.
Do long dated inflation linked bonds help the investor in a rising interest rate environment? Elizabth Moran of FIIG Securities responds to our reader.
Warren Bird argues it is fine to invest in bonds if rates are rising, if you restrict the term to less than five years and enjoy reinvesting at higher rates.
My extended family has well in excess of four people in it and we currently have four separate SMSF’s which quadruples the costs and time involved in managing the funds. Why is there a limit on the number of fund members?