Fear is a great selling tool; it may in fact be the best. This is a commonly accepted fact when it comes to media, particularly in relation to financial matters. Headlines that highlight the “$50 billion dollars lost” when the share market falls tend to forget to mention that the market is valued at more…
The end of the financial year is closing in fast after what has been a tumultuous period for many in Australia. Despite a reasonably uneventful year for superannuation legislation and policy changes, opportunities abound for superannuants and investors of all kinds. One of the most important roles of a financial adviser is to prompt and…
Prime Minister Scott Morrison took the opportunity at this week’s Liberal Party Meeting to confirm that the minimum pension drawdown standards would be reduced for another financial year. The so-called COVID-19 measures were set to apply for the 2019-20 and 2020-21 financial years in light of the ‘financial losses’ experienced by investors during the pandemic….
Warren Buffett is the first to admit that active investors can’t get it right every time, doing so once again at the Berkshire Hathaway Annual Shareholder’s meeting last week. The quotes of Buffett are an enigma of themselves, with the man himself suggesting investors adopt an index approach, but being amongst the most active investors…
Media pressure continues to grow on Hamish Douglass and the $100 billion Magellan Financial Group. After years of outperformance the flagship fund has been caught off guard by what Douglass himself described as ‘the best month in 26 years’ that was November 2020. As markets continue to move forward, Douglass and Magellan remained steadfast deciding…
While all the headlines are dedicated to the ballooning budget deficit, tax cuts and a departure from the traditional “balance the budget” approach of the Coalition, there were a number of positive takeaways for both older and younger Australians. The announcements have increased the flexibility and attractiveness of both the superannuation and self-managed super fund…
The growth vs. value debate has been well trodden. Growth has clearly won the day and the decade, almost solely due to the majority of technology companies falling into the growth camp. Powered by an incredible digitalisation and disruptive innovation trend, if you bought anything growing earnings it will likely have paid off. Value investing…
The value vs. growth debate has been played out in numerous ways for close to a decade. The results today are clear. Those who remained steadfastly invested in value stocks have significantly underperformed the benchmark and may well have left investors with less capital than the same time ten years ago. Traditional value stocks remain…
Superannuation research house Chant West, part of the Zenith Investment Consulting group, this week published its quarterly performance update on the industry fund sector. Despite the volatility experienced in March, which spanned both bond and equity markets, returns continued to surprise on the upside in March. Chant West’s research seeks to differentiate between the (at…
We recently covered the mechanics of short-selling in our article, ‘how short selling really works’. This followed the huge popularity of the investment strategy amid the Reddit and GameStop saga earlier this year. In this article a number of benefits were raised ranging from the additional liquidity it provided to markets, the transparency it demanded…
