Watch the exact timing of super contributions to create a tax deduction, especially this year, and anyone with a pension that reverts to another person on death has particular timing issues to address.
Conventional wisdom was that acting in accordance with ethical principles involved a trade-off against portfolio returns. The evidence is that is not the case, and there are easy ways to support your principles.
Frustratingly for investors in micro-caps, the larger companies which now include the WAAAX market darlings are running quickly ahead of their smaller cousins. It’s a waiting game for the tide to turn.
At the 2019 Morningstar Investment Conference, Tim Murphy sat down with Hamish Douglass to discuss how Magellan was transformed from a new business during the GFC to managing $83 billion now.
Managed Accounts are not only an investment platform and administration system. They represent a flexible way to offer financial advice, with scale and transparency advantages, but watch the cost.
For individual investors interested in putting money where the experts go, professional fund buyers are making modest portfolio adjustments in light of a riskier market, and faith on active management remains strong.
Green bonds help fund projects focused on issues such as energy efficiency, recycling and waste reduction, but when are they really a ‘greenwash’ to make the company look good?
Australia is an outlier in energy. We are the world’s leading LNG and coal exporter, yet we have high energy costs and we lead the world in CO2 emissions. What does the future bring?
Cash is often seen as the residual, ‘uninvested’ part of a diversified portfolio, but it should form a prudent and wise amount of ballast, especially when enhanced cash improves returns.
Investors need to rethink risk and uncertainty in extraordinary times, as traditional sources no longer deliver income. Where can investors go to generate adequate investment returns?
It’s only taken 20 years but the hallmarks of the excesses of the 2000 Tech Wreck are in play again. At the same time, some of the lending mistakes of the GFC are being repeated.
Food and beverage producers are under pressure to reduce the harmful impact of their products, and investors can encourage the trend by investing in companies or funds that recognise society’s needs.
For value investing to remain a rational strategy, mean reversion must hold true, which requires supportive economic conditions. But historical ranges are not relevant to companies losing market share.
When researchers identified the benefits of investing in ‘value’, index providers and asset managers created products to harness the ‘value’ factor. But is the construction of the index correct?
The threat of Labor denying franking credit refunds led some investors to sell hybrids, widening their margins, which created investment opportunities for those willing to look past the immediate announcement.
Hybrids deliver returns comparable with equities over the long term with less volatility, which makes the risk-adjusted return and lack of correlation to equities an attractive characteristic in a diversified portfolio.