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Edition: 151

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Edition 151

  • 15 April 2016

Listed property trusts have been star performers on the ASX in the last five years, and Ashley Owen uses his amazing charts (are they the best in the business?) to show how it happened and give his expectations for the future.

Why listed property trusts are beating shares

Listed property trusts have outperformed shares for four of the last five years but after property price increases driven by foreign buyers, what might the future bring?

Why bother with company visits?

Although companies adhere to a continuous disclosure regime, it's hard to replace the value of company visits for active managers, who glean insights and understandings that financial reports and ASX statements fail to convey.

Don’t sweat the big stuff

Too many variables affect the market and economies, and most are unforeseeable or overly complex to understand. Instead of wasting time on such macro issues, it's better to focus on your investment edge.

Dividends: more is less, less is more

While investors like receiving healthy dividends, it's money that the company can then no longer use for capital growth. Less can really be more if there are better growth prospects with lower dividends.

China's little emperors prop up Aussie housing market

While the evidence points to Australia's housing market coming off the boil, prices are still being supported by Chinese families assisting their children in Australia to buy a house or apartment.

The future of pension management

The future of pension and superannuation systems will involve innovation in product design, improvements in regulation, and the use of smarter investment strategies to achieve the long-term goal of funding retirement.

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Retirement is a risky business for most people

While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.

The perfect portfolio for the next decade

This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

The challenges with building a dividend portfolio

Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.

How much do you need to retire?

Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.

Welcome to Firstlinks Edition 594 with weekend update

It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.

  • 16 January 2025

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