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Oct 29, 2020
Dot-com Zombie Parallel Universe
“If you bought every company that lost money in 2019 … you’ll be up 65 percent so far this year.” Who would have thought buying loss...
Aug 5, 2020
Pandemic a case study in sequencing risk for retirees
One of the most common forms of risk for retirement portfolios is sequencing risk, and with the COVID pandemic creating volatility in...
Jun 30, 2020
Unintended Consequences of Free Money
How do people get richer during a recession? Free money! During past recessions, people become poorer as personal income falls when...
Jun 2, 2020
Bathwater Babies and Value Opportunities?
“Buying cheap stocks is great, but buying good companies cheaply is even better” Joel Greenblatt Value investing has so much intuitive...
Jun 2, 2020
Dividend cuts: Options to sustain your income
Income is one of the most important considerations for retirees. Once the days of earning a salary have passed, replacing it with a...
Oct 28, 2019
Pitfalls of Yield Chasing
“We have delivered on our commitments and we are laying the foundations for future growth into the next decade”. These were former CEO...
Sep 30, 2019
Be careful how you invest in equities during the ‘retirement risk zone’
As a Sydney-based fund manager I always look forward to presenting on adviser roadshows. Last week’s tour in Victoria was no exception,...
Sep 16, 2019
Do you know your UV (equity market) risk exposure?
Are you the type that applies sunscreen before you get exposed to the summer sunshine, or do you prefer to wait a while and apply if you...
Sep 9, 2019
Need a longer lasting retirement portfolio? Lowering ‘Beta’ may be key
If you thought building a retirement portfolio with interest rates at 0.75% was challenging enough, brace yourself for a new gauntlet...
Aug 29, 2019
Retirement income. Are we any better off since GFC?
You’ve got to feel for those in our industry charged with constructing retirement portfolios for financial advice groups. It’s hard to...
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