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Home / Author: Jeremy Duffield

Jeremy Duffield

Superannuation needs greater outcomes focus

Superannuation funds have too much emphasis on short-term performance and they need more focus on outcome-based objectives. Members deserve a better idea of their likely income in retirement.

Three key retirement factors other than super

Retirement planning is more than superannuation. No use having lots of money if health is poor, and eventually, most of us will face the need for aged care. And don't ignore home equity release when cash is needed.

Advice is silver bullet on super battlefield

In this series on leadership, the focus turns to superannuation funds and the need for quality financial advice to retain members up to and throughout their retirement.

Digital disruption meets retirement incomes focus

A discussion about the leadership attributes needed to move the superannuation industry from its historical focus on accumulation to that of a whole-of-life approach with an emphasis on retirement outcomes.

Large funds need to earn retirement loyalty

A clear challenge for superannuation funds is improving customer loyalty as they transition from accumulation phase to pension phase. There is not enough urgency in addressing member retention at this crucial moment.

Leadership skills of a crusading communicator

One of the most important leadership skills to master is the art of communication. Superannuation industry leaders can learn much from the father of indexing, Jack Bogle.

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Investment strategies

9 lessons from 2024

Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.

Investment strategies

Time to announce the X-factor for 2024

What is the X-factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2024? It's time to select the winner.

Shares

Australian shares struggle as 2020s reach halfway point

It’s halfway through the 2020s decade and time to get a scorecheck on the Australian stock market. The picture isn't pretty as Aussie shares are having a below-average decade so far, though history shows that all is not lost.

Shares

Is FOMO overruling investment basics?

Four years ago, we introduced our 'bubbles' chart to show how the market had become concentrated in one type of stock and one view of the future. This looks at what, if anything, has changed, and what it means for investors.

Shares

Is Medibank Private a bargain?

Regulatory tensions have weighed on Medibank's share price though it's unlikely that the government will step in and prop up private hospitals. This creates an opportunity to invest in Australia’s largest health insurer.

Shares

Negative correlations, positive allocations

A nascent theme today is that the inverse correlation between bonds and stocks has returned as inflation and economic growth moderate. This broadens the potential for risk-adjusted returns in multi-asset portfolios.

Retirement

The secret to a good retirement

An Australian anthropologist studying Japanese seniors has come to a counter-intuitive conclusion to what makes for a great retirement: she suggests the seeds may be found in how we approach our working years.

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