Strategy
Three Reasons Why the Long-Term Bull Market in Australian House Prices May Be Getting Close to the End
In his weekly Insights column, AMP Capital’s Dr Shane Oliver goes deep into the resurgent Australian property market and why he believes the good times may soon be at an end.
Read MoreWhat is Outsourced CIO?
Outsourced CIO stands for outsourced chief investment officer, or, more broadly, outsourced investment management. The term refers to the full or partial outsourcing of an organisation’s investment function to a third party.
Read MoreMarket Outlook Q&A: Global recovery and other issues
In this week’s Insights column, AMP Capital’s Shane Oliver covers in a simple Q&A format the main questions investors commonly have regarding the investment outlook.
Read MoreCutting the Cost of Your Super Life Insurance
If you are one of the more than 70% of working Australians who have life insurance inside super and use super savings to pay insurance premiums, here is a sure-fire way to save 20% (or even more) on the cost of doing so.
Read MoreUnderstanding Group vs Retail Life Insurance
Life insurance is a vital part of protecting your investments and preparing for the future. Here’s a guide to the different coverage options available and some insights as to which type suits which person.
Read MoreInvesting for Income in the Sharemarket
The evolving economic environment means that it’s more important than ever for investors to ensure that the income they aim to generate from the sharemarket is based on a sound foundation.
Read MoreHow to Practically Incorporate More ESG into your Portfolio
Many investors understand the why and what of incorporating ESG principles into their investment portfolios. Here are some tips on how to do so.
Read MoreIt’s Life Insurance, Jim, but not as We Know it
APRA has warned that millions of members of superannuation funds face a possible ’substantial’ lift in premiums because of the worsening financial health of the life insurance sector.
Read MoreBuilding a More AGILE Advice Business
If there was one thing we have learned from 2020, we can change our habits and behaviours more than we previously believed. Bronwyn Yates from Russell Investments explains how.
Read MoreUnderstanding the Difference Between an MDA, SMA and IMA
Managed discretionary accounts (MDAs), separately managed accounts (SMAs) and individually managed accounts (IMAs) are all managed investment vehicles with some similarities but plenty of differences.
Read MoreSeven Things to Bear in Mind about the Australian Property Market
Australian house prices are on the upswing again. In this week’s Insight’s column, AMP Capital’s Shane Oliver presents seven things to keep in mind when dealing in this trickiest of areas.
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Beware the Hidden Risks with Zero Brokerage Platforms
One of the most critical issues for the growing army of individual share traders is to ensure that their trading platform works in their favour, not against them. Travis Clark from Marketech Focus tells us more.
Read MoreWhen Being an Active Shareholder Can Make a Difference
These are some reasons why, as a shareholder, we at Investors Mutual agitate for change on a wide range of company issues fundamental to growing shareholder wealth.
Read MoreEstate Planning: Top 5 things you need to know now
Planning for one’s own demise is as confronting as it is necessary. Here are some pointers on how to make it less of an ordeal; for you, and your loved ones.
Read MoreNine Common Mistakes Investors Make
In this week’s Insights column, AMP’s Shane Oliver argues that many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong.
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Greenwashing and Tips to Identify Suitable ESG Products
There has been a marked increase in the demand for Environmental, Social and Governance (ESG) /Sustainable style products and this trend looks set to continue, says Russell Investments’ James Harwood.
Read MoreInterest in Financial Advice and Super Surged in 2020
The Coronavirus crisis had a significant impact on the level of Australian interest in financial advice and superannuation in 2020 with an 18% increase in online search interest about financial advice and more than 140,000 mentions of superannuation on Twitter.
Read MoreSeven Key Charts for Investors to Watch
AMP Capital’s Dr Shane Oliver breaks down markets across the spectrum and around the globe in his weekly Insights column.
Read MoreAustralian Financial Advice Industry Faces Similar Issues to UK and SA
Allan Gray Global Advice Landscape webinar identifies seismic shifts in the advice industry
Read MoreCiti Bullish on Oz, UK for the Year Ahead
Citi’s global strategy team said on Friday that global stocks will be flat over the year – but they reckon Australia will be one of two global markets that could do better this year – the other is the UK.
Read MoreMid-Year Economic and Fiscal Outlook – peak deficit has likely been seen
The key is that the Government has successfully protected the economy, and this has enabled it to rebound faster than if budget support had not been provided.
Read MoreNine Keys To Successful Investing – And Why They Are More Important Than Ever In The Face Of The Coronavirus Shock
Even in good times successful investing can be stressful. For this reason, it’s useful for investors to keep a key set of things – call them rules – in mind.
Read MoreUnderstanding The Pension Loans Scheme
The Pension Loans Scheme enables retirees in Australia to ‘liquidate’ their assets by getting a voluntary, non-taxable, fortnightly government loan using their residential homes as security.1 These loan payments can supplement other retirement income they may have, such as the age pension and superannuation entitlements. The Pension Loans Scheme is essentially a government reverse mortgage scheme.
Read MoreIt’s Not All Gloom And Doom For Dividends
Plato Investment Management’s Managing Director, Dr. Don Hamson says investors must look beyond the headlines when considering their income strategy over the next 12 months.
Read MoreUnderstanding Pre-IPO Investing – How To Generate Returns And Avoid The Pitfalls
Pre-IPO investing has the potential to generate significant returns in a relatively short space of time, however there are many issues to consider that may not be obvious to the regular investor.
Read MoreGovernment Benefits All Retirees Should Know About (Part 2)
We continue our series on the government benefits all retirees should know about. There are a variety of government benefits that you can potentially access in retirement. It’s important to be aware of them and to claim all your entitlements.
Read MoreGovernment Benefits All Retirees Should Know About (Part 1)
There are a variety of government benefits that you can potentially access in retirement. It’s important to be aware of them and to claim all your entitlements.
Read MoreHow Investors Mutual Is Positioning QV Equities In Quality Companies With Sustainable Earnings
Investment Director Anton Tagliaferro outlines how Investors Mutual is ensuring that QV Equities remains soundly positioned in a diversified portfolio of well-established, quality companies with sustainable earnings.
Read MoreA Coming Political Fight Due To The Pandemic? Intergenerational Equity.
The young will want to be compensated for protecting the elderly from COVID-19. But their quest will come with risks.
Read MoreTen Trends That Will Affect Retirement In Australia
There are a number of trends that will affect when you’ll be able to retire in Australia, as well as how you’ll spend your retirement. We’re living in a period of rapid economic, social, and demographic change that is affecting us now and it will continue to affect us well into the future. It seems change is the only constant in these turbulent times.
Read MoreShares Climb A “Wall Of Worry” – But Is It Sustainable?
Shares are vulnerable to a short-term consolidation or pullback. But if we are right, and April was the low in economic conditions, then shares are likely to be higher on a 6 to 12-month horizon.
Read More10 Medium To Longer-Term Implications From The Coronavirus Shock
Shane Oliver takes a look at the medium to longer-term implications from the coronavirus shock of relevance to investors. Some of these will constrain economic growth but the faster embrace of technology is positive for growth.
Read MoreUnderstanding Market Dynamics: Looking Beyond The Headlines
As readers will note I have been particularly bullish the past month despite the barrage of negative news and have shown how economic data like unemployment are poor forecaster of market direction. As I noted to my office colleagues – play the ball, not the man!
Read MoreWhy Super & Growth Assets Like Shares Have To Be Seen As Long-Term Investments
As we’ve seen recently growth assets like shares have periods of bad short-term performance versus bonds & cash. But they provide superior long-term returns which is essential to grow retirement savings. It makes sense for superannuation to have a high exposure to them.
Read More11 Stock Market Crises Over 148 Years: What Does The Data Tell Us?
Should you stick, sell or buy after a crash? Duncan Lamont, Schroders’ Head of Research and Analytics, looks to 148 years of stock market history for potential answers.
Read MoreGood And Bad News For Value Investors
Despite the prevalence of bad news stories and a sea of red across stock screens, Perpetual’s Anthony Aboud argues it’s not all bad news.
Read MoreFrom Bushfires To Coronavirus – Five Ways To Turn Down The Noise Around Investing
Our natural inclination to zoom in on negative news combined with a massive ramp-up in the availability of information is arguably making us worse investors: more fearful, more jittery, more short-term.
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