Jun 2, 2020Dividend cuts: Options to sustain your incomeIncome is one of the most important considerations for retirees. Once the days of earning a salary have passed, replacing it with a...
Oct 28, 2019Pitfalls 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, 2019Be 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 15, 2019Do 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 8, 2019Need a longer lasting retirement portfolio? Lowering ‘Beta’ may be keyIf you thought building a retirement portfolio with interest rates at 0.75% was challenging enough, brace yourself for a new gauntlet...
Aug 28, 2019Retirement 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...
Jul 29, 2019Retirees may need to dial up their defensive equity allocations to help protect capitalFinancial advisers may need to consider allocating more to defensive equity strategies for retiree clients to defend their income,...
Jul 19, 2019The Anatomy of Bear MarketsBear markets are great! Let me explain. Lower prices mean greater future returns. Bear markets always occur during global slowdowns as...
May 1, 2019Should NAB Cut its Dividend?To cut or not cut? That is the question facing the National Australia Bank (NAB) Board. Just over a week ago, NAB announced another...
Apr 25, 2019Are equities safe when there are growth worries?The most talked about harbinger of a recession is the inverted yield curve. Google trends show recent internet searches on “inverted...