This excellent Interactive Index Chart shows market performance of various asset classes since 1970, and allows readers to compare the growth of $10,000 invested in these asset classes over historical periods.
Archive | Investment Strategies
Five actions to watch in management share buying
Watching the commitment to buying shares by senior executives and board members can be a powerful pointer to company prospects, but investors need to read the right signs.
Golden rules for considering tax in investing
Investments that offer some element of tax effectiveness or tax breaks can be good, but it’s unwise to make investment decisions, both buying or selling, based solely on beneficial tax treatment.
Five tips for better startup investing
Investing in startups and untried ideas is risky but there are some ways to swing the odds in your favour, without becoming bogged down in running the business. It’s mainly about the people.
Corporate toads kissing, but no princes here
Fairfax and Nine together will not magically produce a great company. The business models of newspapers and free-to-air TV are compromised by giants in digital and media industries, and viewing habits have changed.
Labor franking policy creates incentive to close SMSFs
Many people, especially SMSF trustees who expect to go on the age pension in future, remain confused about Labor’s proposed franking policy. These 10 emails confirm Labor’s position.
Tax on so-called ‘super rich’ could prove costly
The ALP imputation policy, even with the Pensioner Guarantee, hurts self-funded retirees who are not pensioners. Ten organisations have formed the Alliance for a Fairer Retirement System to oppose the policy.
Three market scenarios, including a 30% fall
Market risks are skewed to the downside for the next 12 to 18 months, and if the Federal Reserve is forced to counter inflation, a 30% broad-based correction in equity markets is a possibility.
Redefining risk for income investors
Many ‘baby boomer’ retirees contemplating decades of retirement prefer a sustainable lifestyle based on a steady income that keeps up with inflation. New perceptions of risk are required to meet such income demands.
Shifting asset allocations by Sovereign Wealth Funds
Sovereign Wealth Funds control hundreds of billions of dollars of investments, and how they change their asset allocations can affect prices across listed and unlisted markets.
Should you be a value or growth investor?
The idea that stocks should be divided into growth and yield categories diverts us from fundamentals. Intrinsic value eventually manifests in higher cash flow, whether or not share price appreciation anticipates it.
Four drivers of growth in managed accounts
Several factors contribute to the growth in managed accounts, which are like ‘implemented advice’ for investors. Despite the fallout from the Royal Commission, these factors are largely unaffected so growth should continue.
10 tips for choosing a managed account
Choosing the right managed account can be achieved more effectively by checking certain key features including fee structures, investment strategies, independence, performance and risk metrics.
Why more financial advisers are moving to ‘independence’
More advisers want control over their businesses for the benefit of themselves and their clients rather than operating under institutional guidelines, and software providers are facilitating the change.
