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...
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- 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...
- Jul 29, 2019
Retirees may need to dial up their defensive equity allocations to help protect capital
Financial advisers may need to consider allocating more to defensive equity strategies for retiree clients to defend their income,...
- Jul 19, 2019
The Anatomy of Bear Markets
Bear markets are great! Let me explain. Lower prices mean greater future returns. Bear markets always occur during global slowdowns as...
- May 2, 2019
Should 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 26, 2019
Are 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...
- Apr 16, 2019
The year of investing dangerously
JASON TEH | 2018 was the year of living dangerously as far as the stock market was concerned. The year began with a bang, cheered on by...
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