At age 87, Nobel Prize winner and investment legend Harry Markowitz is far from retirement, dividing his time between teaching, consulting and writing. He sat down with Cuffelinks to share his wisdom.
As 30 June approaches there are many things SMSF trustees must consider to maintain a complying superannuation fund as well as take advantage of tax benefits. Here’s Monica’s top ten things for the ‘to do’ list.
Debate around the issues that face Brazil is vigorous and while the government knows what the challenges are, it could instead be Brazil’s social fabric that drives change, with the help of the World Cup.
Investors are often advised to take the long-term view and pay little attention to the ups and downs of the market. But adopting a strict ‘set and forget’ strategy can sometimes be short-sighted.
The recent and proposed changes to the pension system have caused quite a stir. Instead of fuelling the panic, it could be a great opportunity for you to reassess retirement plans, focus on your super and make the most of it.
Uncertainties about life expectancy and market returns are a challenge for retirement planning, and using averages may do more harm than good by disguising multiple possible outcomes.
Part 2 of the edited transcript from the Morningstar Investment Conference Q&A session with Ian Macfarlane. He shares his thoughts on emerging markets, Australia’s banking system and property prices.
There is opportunity within the financial services industry for super funds and wealth managers to develop quality outcome engines to gain market advantage and service clients more effectively. But it’ll take time and money.
In the last part of our Labor v Liberal series, we look at the impact deficits and surpluses have had on equity returns. The statistics show an interesting trend of high performing equity markets in periods of deficit.
The recent budget has highlighted the importance of superannuation in supporting the age pension system. Why then, would the Government want to remove many of the incentives for building a healthy super balance?
At the recent Morningstar Investment Conference, Ian Macfarlane shared his thoughts on central bank policy, emerging markets with a focus on China, and Australia. This is Part 1 of the edited transcript. Part 2 next week.
In the second part of our Labor v Liberal series, we look at Australia’s level of government debt since Federation. Our current debt level is low when compared to national income and the rest of the world.
The two main approaches used to find good companies in equity markets are technical and fundamental analyses. Devotees of each style will argue their way is best. Roger Montgomery favours the fundamentals.
It’s the most common question asked by potential retirees. Working an extra couple of years, having a zest for life or retiring early might affect both savings balances and lifespans.
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