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Lisa Uhlman

Lisa is editor of The Golden Times and has extensive experience covering legal and financial services news.

Lisa Uhlman results

For underperforming active funds, too many stocks may spoil the broth

The “decidedly subpar” investor experience with managed funds is often down to two factors – overstretched portfolios and human bias – that a high-conviction focus on quality stocks can help avoid, according to Claremont Global’s Bob Desmond.

Lisa Uhlman | 8th Nov 2023 | More
No income, but (nearly) everything else: The case for gold in a retirement strategy

The unique benefits of a gold allocation are clear, but investors, particularly retirement savers, are missing out on much of the market according to World Gold Council market strategist Joe Cavatoni, who says the metal’s dual role as a consumer good and an investment asset is key to its bright outlook.

Lisa Uhlman | 1st Nov 2023 | More
Bad fund performance, client service prove need for super objective: Jones

“Unresponsive. Slow. And not member-focussed.” The Assistant Treasurer took superannuation funds to task for failing members on several levels at a “critical juncture” for the system, repeating the government’s call for a legislated objective of super.

Lisa Uhlman | 1st Nov 2023 | More
The ‘glory years’ and beyond: Wattle Partners says retirement needs ‘new mindset’

The approach of retirement requires a profound change in how investors approach markets and construct portfolios, including arranging their income needs around three distinct periods of retired life, the financial advice firm’s founders said.

Lisa Uhlman | 1st Nov 2023 | More
‘Be prepared to lose all of your money’: Retail investors warned to avoid hype

Ahead of screenings of a new film about the 2021 GameStop short squeeze, Australians will see a warning about the risks and regulatory perils of social media and market manipulation, part of a new ASIC campaign aimed at preventing ‘dumb money’ losses.

Lisa Uhlman | 1st Nov 2023 | More
  • Thanks to rates reset, bond markets eye a 2024 ‘all about income’: AMP

    Higher bond yields are making fixed income fundamentally more attractive than it was during years of ultra-low interest rates. AMP’s Diana Mousina and Chris Baker recently discussed the opportunity set as investors look to add income and defensiveness in a new paradigm.

    Lisa Uhlman | 25th Oct 2023 | More
    ASFA backs super tax but says changes, transparency needed to ensure fairness

    Saying the plan to double the tax rate on super balance amounts exceeding $3 million will improve the sustainability of Australia’s retirement system, the peak industry body nonetheless called for careful retooling of aspects that it says could lead to inequity.

    Lisa Uhlman | 25th Oct 2023 | More
    Don’t expect low rates to return, Oaktree’s Marks says – instead, bet on debt

    Repeating his warning that markets are undergoing a “sea change” that will see a new set of winners and losers emerge in short order, the famed distressed-debt investor said it’s time to consider a profound shift from asset ownership to lending and credit.

    Lisa Uhlman | 18th Oct 2023 | More
    ‘Keep it simple, stupid’: Navigating markets once the soft-landing dream dies

    Morningstar head of equity research Peter Warnes recently laid out a bleak take on the chances of a recession, along with simple rules for investors to follow in the coming economic and market confusion. Simplicity and risk control will be key, as will harnessing sustainable tailwinds.

    Lisa Uhlman | 18th Oct 2023 | More
    Super cap could cost 50,000 SMSF members extra $80,000 in tax: Research

    The government’s plan to increase taxes on super balances above $3 million will have a costly impact on the SMSF sector, with thousands of members likely to face liquidity stress, according to new research from the University of Adelaide’s International Centre for Financial Services.

    Lisa Uhlman | 18th Oct 2023 | More
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