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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 30, 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...
Jun 2, 2020


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...
Oct 28, 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 30, 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 16, 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...
Sep 9, 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...
Aug 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 29, 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...
Jul 19, 2019
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