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6 February 2025
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Exclusive interview with global pensions expert Keith Ambachtsheer, the importance of measuring real returns, get your tax treatment right, Michael Porter's Shared Value, and some golden investment rules.
One of the world's leading pensions experts discusses the obligations of trustees, the design of pensions, the responsibility to actively manage a portfolio, and how to handle a low interest rate environment.
Real returns, which are simply the return relative to inflation, measure the growth in purchasing power of a portfolio of assets. So why does almost everyone use nominal returns and mislead investors?
Investors are often confused about the difference between a revenue profit and a capital gain, and which type of loss can be applied against which gain. Better find out before 30 June.
Michael Porter's 'Shared Value' is about creating value for both business (financial) and society (impact). It’s proactive, not reactive. And investment managers are in his sights.
Value investing involves buying stocks at a discount to their intrinsic value but what valuation multiples do you use to identify the intrinsic value of a company?
The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.
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.
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 renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.
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.
2024 was a banner year for equities, with a run-up in US tech stocks broadening into a global market rally, and the big question now is whether the good times can continue? History suggests optimism is warranted.