Tim Keegan dives deep into the archive for a few classics, including Roger Montgomery, Noel Whittaker, Chris Cuffe and David Bell, plus one of our ever-popular ebooks on lessons from making a mistake.
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With almost one thousand people entering retirement in Australia every day, they face different challenges to managing an investment portfolio in the accumulation stage.
This brief history of the GFC and the lessons we should learn is a reminder that similar events will happen again at some stage, and this time we have no excuse not to be ready.
Active ETFs have many similarities with actively-managed funds, but the key differences are due to investing via an exchange versus a platform. Investors now have another option to consider.
The active v passive debate has deflected attention from a more important issue, a focus on managing to client goals. Plus active management has suffered relative to passive by the central bank-driven uplift of all assets.
After many years of disappointment, there is a renewed focus on the US’s need to invest heavily in infrastructure. With investors looking for consistent revenue streams, it’s a welcome addition to the asset class.
At its core, successful investing is simple, but we have a knack of making it look complex. Here are five basic lessons that demonstrate key aspects of investing.
Boom-bust cycles are inevitable and at some point, there will be a market correction although different to the GFC. Many of the signs of excess that normally precede severe and prolonged bear markets are not present yet.
A retirement financial plan must consider longevity, health and liabilities, making it far more complicated than the simpler investment strategy in the accumulation phase.
General principles previously governed ethical investing, but both fund managers and clients now accept the more hard-nosed approach of eliminating certain companies from portfolios.
Dynamic asset allocation should be exactly that … dynamic. It calls for amending asset allocations as circumstances change, and that’s certainly happening now.
Although the leading index-provider, MSCI, recently decided to delay accepting China A-shares into its emerging markets and other indexes, the long-term impact is likely to be minimal before these shares are included.
Keeping superannuation savings in term deposits will protect the capital but doesn’t optimise the retirement outcome. There are many alternatives that should provide higher sustainable income over the long term.
In times of financial turmoil, returning to the classics can remind investors to take a long-term perspective and seek opportunities to focus on their financial goals.