22 February 2025

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Retirement is a risky business for most people The perfect portfolio for the next decade UniSuper’s boss flags a potential correction ahead The challenges with building a dividend portfolio How much do you need to retire?

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Edition: 162

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Edition 162

30 June 2016

Millions of words have been written about Brexit in the few days since the referendum, but nobody knows the final outcome. While accepting the downside possibility, my view is that Brexit is one of many events which can add to market uncertainty and volatility, and it's better to stay the course with a long-term investment strategy than assume the worst. The UK produces only about 4% of global GDP, and British companies want to trade with the world from an open economy.

Two Brexit visions as seen from London

Miles Staude
30 June 2016
5

There were two camps in the 'leave' campaign, and the one negotiating with the EU should be pro-immigration. While this increases the chance of the UK retaining access to the common market, will the other camp allow flexibility?

Don’t let Brexit rush you to the exit

Roger Montgomery
30 June 2016
1

The media screams the scary headlines at times like Brexit as the share market reacts to the uncertainty. Investors need to ignore the shouting and accept with equanimity that this is the cost of participation.

Department stores going out of vogue

John O’Connell
30 June 2016

Department stores globally are struggling but there are still attractive investment opportunities in retailing, with the market showing its preference for online shopping and speciality stores.

Nine factors to assess in IPOs with no earnings

Chris Stott
30 June 2016

When a new company comes to market with little or no earnings history, investors need to turn to other factors to assess the merits. It's a higher risk game but the rewards are there.

Regtech evolution as compliance drives us crazy

Claire Wivell Plater
30 June 2016

One estimate puts the cost of compliance with regulations at $95 billion p.a. plus self-imposed red tape at an additional $160 billion. New developments in 'regtech' offer hope that this tsunami can turn into a gentler wave.

Index inclusion delayed for China but positives abound

Patrick Ho
30 June 2016

Although the leading index-provider, MSCI, recently decided to delay accepting China A-shares into its emerging markets and other indexes, the long-term impact is likely to be minimal before these shares are included.

Longevity risk cures worse than the disease

Gordon Thompson
30 June 2016
11

There is much disagreement over the 'safe' withdrawal rate in retirement to ensure savings do not run out. Unfortunately, drawing only 2.5% from a nestegg will leave many retirees living a life on unnecessary austerity.

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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.

Jon Kalkman
29 January 2025

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.

James Gruber
15 January 2025

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.

James Gruber
19 February 2025

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.

James Gruber
22 January 2025

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.

Brendan Coates, Joey Moloney
22 January 2025

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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