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Archive

Please click on the relevant year to read all editions from that year.

Editions

93

Reflections on 2014 and what 2015 may bring, biggest puzzle in asset allocation, SMSFs ability to fund comfortable retirement, high yield credit myths, poll results, the SGH20 fund.

  • 19 December 2014

92

FTAs with Asia, mFunds, Howard Marks on oil, bargaining lessons, long term investing and aged care facility costs.

  • 12 December 2014

91

The power of mean reversion, interview with Rob Arnott, global investing, residential property, profit retention and thematic investing.

  • 5 December 2014

90

Lessons from October 2014, disruptions to super, FoFA timeline and best interest duty, the 1 in 100 year event and currency hedging.

  • 28 November 2014

89

Equity returns compared, retirement income planning, longevity risk, A-REITs, long-term goals, and Investors Mutual's Aust Share Fund.

  • 21 November 2014

88

QE policy effects, high global debt levels, Australia's slow stockmarket recovery, divesting from fossil fuels, company culture and impact investing.

  • 14 November 2014

87

Nobel laureate Robert Merton on better superannuation outcomes, retirement communities, SMSF value chain, investment strategies, banks and the FSI.

  • 7 November 2014

86

How the investment management profession became an industry.

  • 31 October 2014

85

Special edition to mark the 100 Women of Influence Awards.

  • 24 October 2014

84

Nick Sherry on complex super, LICs, currency winners, bank deposit guarantee, and bond markets.

  • 17 October 2014

83

Changes in Asia, granny flats, equities in retirement, investing in car spaces and what discretionary spending tells us.

  • 10 October 2014

82

Growing wealth, megatrends, binding death nominations, hedge fund seizes ship, tailoring share portfolios and our new Fund Performance Snapshot.

  • 3 October 2014

81

Interview with AUSCOAL's CIO, wills and super, peer-to-peer lending, company excuses, infrastructure debt and Pension Loans Scheme.

  • 26 September 2014

80

Market timing and asset allocation, infrastructure securities, a better retirement world, finding cheap stocks, ATO on divorce assets and tax reality.

  • 19 September 2014

79

Retirement myths, bond funds, lump sum bias, company growth, pitfalls of managed funds, growing old and spending less?

  • 12 September 2014

78

How to identify good companies, Chile's super fund auctions, money managing types, from BRICs to blocs, super benefits for death and injury.

  • 5 September 2014

77

Watch for options in LICs, insurance in super, trend-following funds, inflation and unemployment policies, FSI for SMSFs, different revenue growth.

  • 29 August 2014

76

Home equity release, liquidity in super, ways to fund retirement, secular stagnation and super fund missions.

  • 22 August 2014

75

Fee debate continues, worst and best fund ever, real estate strategies, child savings, digging deeper for facts, and the long run.

  • 15 August 2014

74

Free booklet from William J Bernstein, look beyond the ASX leaders, follow winners and losers, advice fees, external costs, SMSFs and ATO powers.

  • 8 August 2014

73

Reader Survey results, SMSF gearing, knowing the unknown, super's bring-forward rule, underperforming small caps and Piketty critiqued.

  • 1 August 2014

72

Portfolios are never 'set', SMSFs and borrowing, liquidity obsession, saving into super and pension changes.

  • 25 July 2014

71

Finance's poor public image, the perils of hybrids, high yield investments, shares vs bonds after default, and emerging market definitions.

  • 18 July 2014

70

Understand performance stats, diversification matches future needs, bond default winners and losers, biases of goalkeepers, re-contribution strategy.

  • 11 July 2014

69

Cuffelinks Reader Survey.

  • 4 July 2014

68

Meeting aged care costs, Australia's default decisions, diversification during GFC, India's prospects and the AQR seminar.

  • 27 June 2014

67

Defined benefit schemes, diversification's past, Australia's default, value for money and bank lending practices.

  • 20 June 2014

66

Fraudulent schemes, Elroy Dimson, China's growth, identifying benchmark risk, and age-based decisions.

  • 13 June 2014

65

Markowitz on investing, SMSF checklist, Brazil, 'set and forget' strategies and pension changes.

  • 6 June 2014

64

Life's uncertainties, Ian Macfarlane Q&A, outcome engines, stock market returns and super's role in our tax system.

  • 30 May 2014

63

Ian Macfarlane Q&A, government debt, analysing equity markets, retirement adequacy and changes to super.

  • 23 May 2014

62

Budgets and fiscal discipline, risk and ambiguity, future cycles, SMSF receipts and a bit of investment poetry.

  • 16 May 2014

61

Sources of retirement income, gift policies, M&A activity, PAFs and inflation linked investing.

  • 9 May 2014

60

Retirement income forecasts, the new super tax, the complexities of pension reform and Q&A comparing annuities and indexed bonds

  • 2 May 2014

59

Anzac Day reading: what are your investing principles and why do most investors underperform?

  • 25 April 2014

58

Demographics and economic growth, don't overlook risk in portfolios, bonds and inflation risk and further pension reform.

  • 18 April 2014

57

Longevity and post-retirement products, Senator Sinodinos and directorships, Aussie equities performance and credit reporting for the people.

  • 11 April 2014

56

Phil Ruthven makes the case for higher taxes, forecasting markets, disability advice, residency rules for SMSFs and debt agreements

  • 4 April 2014

55

Making the most of super caps, the curse of liquidity, the decline of Aussie producers, LICs vs ETFs and the Financial System Inquiry.

  • 28 March 2014

54

Financial advice fees, bank hybrid market changes, pension reform, retirement spending and avoiding the losers.

  • 21 March 2014

53

Achieving retirement goals, the effects of sequencing, finding true visionaries, better tools needed for SMSFs, US and UK market recoveries.

  • 14 March 2014

52

Ongoing systemic risk, SMSF property potholes, finding fixed interest yield, Buffett's 2013 letter, taking Danish lessons.

  • 7 March 2014

51

Noel Whittaker's rules for health and wealth, Hamish Douglass on US growth, stock market all-time highs, value in old & tired, bank transfer pricing.

  • 28 February 2014

50

How long will you live? Age pension reform, changes to the aged care system, investing for reinvestment rates and more SMSF myths.

  • 21 February 2014

49

Tax efficiency in public super funds, global liquidity, 'retail' deposits in super, the big super myths, and go for quality companies.

  • 14 February 2014

48

Anniversary edition. Growth and market returns, retirement incomes, the F-words of finance, limited recourse borrowings, margin lending and mFunds.

  • 7 February 2014

47

ASX's managed fund service, automatic investing, 2013 review of global markets, UBS bond index explained & innovations in portfolio management.

  • 31 January 2014

46

Welcome back. Introduction to the Market Monitor, save more and stop procrastinating, ten commandments of small business and shared home equity.

  • 24 January 2014

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