Tag Archives | investment strategy

nervous investors

Five factors to check for Nervous Investors

The recent fall in stock market prices worries many investors, but it is a normal part of exposure to shares. Nervous Investors need to understand how they think, set a plan and stick to it.

retirement concerns; promises

Is this your biggest retirement worry?

The financial concerns of those in or close to retirement are focussed on health and housing. Lower interest rates, rising healthcare costs and lifespan uncertainty legitimately compound those concerns.

pension options

Strategy changes for retirement pensions

A lower volatility portfolio may be more aligned to a pension’s investment objectives, and a move from accumulation to pension is the time to review how superannuation is allocated.

GFC lessons

GFC lessons 10 years on: can it happen again?

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.

thematics

Investing by thematics rather than indexes

The concept of thematics is gaining traction with investors as a way of tailoring a portfolio to suit the trends that resonate at an individual level, rather than accepting everything contained in an index.

investment insights

The world changes, then stays the same

The investment landscape might have changed dramatically over the last 25 years, but investors can still rely on many of the same principles from the past to make sound investment decisions in the present.

Can small be beautiful in super?

Are there investment opportunities out there that only small funds can capitalise on? Being small has some advantages over larger funds which can be used to stand out in an overcrowded industry.

Why long term investing is not easy

Long term investing makes sense for the majority of investors who have time on their side, but it isn’t always easy. Unexpected events will test your resolve so it’s important to know how to improve your chances.

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