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Edition: 103

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Edition 103

  • 2 April 2015

Infrastructure investing in times of low interest rates, are aged care reforms fair, dividend yields in relation to equity returns, a look back at the birth of DINGOs, global equity investment and Australia's tax reforms.

Implications of low rates for infrastructure

Infrastructure is sometimes seen as an alternative to low risk defensive assets like cash and bonds. But what are the implications for infrastructure investors of the low level of base or risk free interest rates?

Aged care reforms: are the changes fair?

The primary objective of the aged care reforms starting on 1 July 2014 was to create a better system giving older people more choice, more control and easier access to aged care services. There are unintended consequences.

High dividend yields support equity returns

Over the past seven decades, relatively high ‘real’ dividend yields have pointed to broad equity market rallies ahead. Despite signs of a fully-priced market, investors are still buying for yield.

How zero coupon bonds became dingos and not koalas

Thirty years ago, at a time when Commonwealth Treasury still told Commonwealth Bank what to do, zero coupon bonds were launched, known as DINGOs. But it was the koalas that really got away.

Not all global equities are created equally

Diversifying your portfolio into global equities can have its advantages, but how do you choose? Dividend growth can be an indication of a company's ability to generate long-term value.

A confused start to the tax conversation

In launching its national 'conversation' about tax reform, the Abbott government is caught between the policy imperative of 'leading' and the political requirement of 'listening'.

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2025-26 super thresholds – key changes and implications

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Is Gen X ready for retirement?

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Why the $5.4 trillion wealth transfer is a generational tragedy

The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.

What Warren Buffett isn’t saying speaks volumes

Warren Buffett's annual shareholder letter has been fixture for avid investors for decades. In his latest letter, Buffett is reticent on many key topics, but his actions rather than words are sending clear signals to investors.

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