As he prepares for retirement, a Chief Investment Strategist from a major global fund manager summarises what he has learned working through five full business cycles. He says it’s time to take risk off the table.
Archive | Investment Strategies
TV – the end of the world as we know it?
All aspects of media and broadcasting are changing, and in television, there are so many new ways to reach viewers that traditional players may be in an unavoidable death spiral.
8 hints for any SMSF in both accumulation and pension modes
The transfer balance cap has required some large SMSFs to transfer pension money back to accumulation, and the two pools must be treated carefully to maintain the full benefits from superannuation.
Global investor survey and Aussie differences
This major global survey of 17,000 investors taken in July and August 2018 showed material differences between the generations, and Australian behaviour and attitudes contrast against global investors in many ways.
7 retirement challenges need a different focus
With almost one thousand people entering retirement in Australia every day, they face different challenges to managing an investment portfolio in the accumulation stage.
Key themes likely to shape markets in 2019
The heads of investment teams in Australian equities and Australian fixed interest at a global fund manager reveal the most important opportunities and risks in their asset classes for the year ahead.
Have Your Say
Welcome to the ‘Have Your Say’ section. We have received thousands of comments on articles over the years, but here is a chance for you to set the agenda. Comment on any subject relevant to our audience.
Deep inside Chris Cuffe’s long-term portfolio
What does a portfolio look like when someone with access to almost every asset class and manager in Australia takes a genuinely long-term view, building the portfolio from the ground up?
4 reasons why investment performance comparisons are flawed
The entire funds industry, including the Royal Commission and Productivity Commission, relies on peer comparison of fund performance, but there is no uniformity in definitions or measurement periods.
Australia tops Asia-Pacific for property investment
Melbourne and Sydney rank well among Asian commercial property markets, with relatively high yields, constrained supply and changing use of industrial property driving demand.
Sequencing risk can hit retirement outcomes
Some retirement portfolios may never recover from a big hit to the balance just when contributions have stopped and withdrawals have commenced. The possible sequence of returns is another risk to focus on.
Don’t overlook the quality in consumer staples
Among the focus on tech stocks and healthcare sectors, the quality in consumer staples stocks tends to be overlooked, but these are the companies we continue to buy from in all economic circumstances.
6 checks on whether acquisitions create value
Companies always boast the synergies and growth prospects of acquisitions, but dig a little deeper with these questions and you might see why most of these deals fail to add value when finally bedded down.
RCR Tomlinson collapse gives lessons for retail investors
Large companies supported and promoted by investment managers, brokers, analysts and investment banks have disappeared quickly sometimes. Retail investors should manage equity risk by diversification.
