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 top priority for all superannuation funds is improving member engagement, but most need to improve their techniques. It’s one way to reduce the leakage of members, especially to SMSFs.
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]
The funds management industry is undergoing consolidation and evolving rapidly, under pressure to provide better service and high returns while cutting costs. Chris Cuffe discusses the present and the future.
Poor management can quickly erode value, even in a good business, so it’s important to have confidence in the people pulling the levers.
Paying a high performance fee must be a good problem to have, as it must mean the fund manager has delivered outstanding performance, right? It’s not always the case, and it pays to know how the fee is calculated.
As we near the end of 2013, it looks like this year has been a repeat of 2012 for shares in the major developed world stock markets – high returns plus super-low volatility.
Quality measures gained popularity after the burst of the dot com bubble and the spectacular failures of companies such as Enron and WorldCom, and more recently, the GFC. But how do we measure quality?
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?
Financial literacy levels in Australia and around the world are worryingly low, which impacts the way financial advice is received and understood. Is the message getting through, or should advisers give clients this simple test?
The topic of rising interest rates is heating up following recent increases in US long term bond yields. What does this mean for the value of your existing fixed income investments, and what are the bond alternatives?
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