23 April 2025

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Why the $5.4 trillion wealth transfer is a generational tragedy The 2025 Australian Federal election – implications for investors Finding the best income-yielding assets What history reveals about market corrections and crashes Howard Marks: the investing game has changed

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1-7 out of 7 results.

Edition 184

2 December 2016

Faced with a barrage of turbulent events, from wars to recessions to Brexit to Trump, does it feel like many markets have struggled in the last year, and in the last few years? Ashley Owen's chart will surprise most people. The last five years have delivered good returns in every major asset class.

If this is the new normal in a low return world ... give me more!

Ashley Owen
1 December 2016
11

Investors are receiving the repetitive message about how low returns are the new normal, yet all asset classes have done well for a record stretch of time. Amid the chatter, the data proves the point.

Ten ways to generate new investment ideas

Chris Stott
1 December 2016
4

Investors have access to many sources of information, and investment ideas come in many guises from different places, some when you don't expect them. Where have your best investments come from?

Asset test changes create questionable advice

Gordon Thompson
1 December 2016
8

As pensioners and advisers adapt to the asset test changes, they should not place a different value on a dollar of income and a dollar of accumulated capital to support a retiree's lifestyle.

Caveat lender, and consistency in law

Donal Griffin
1 December 2016

When combining family and financial matters, what starts out well can turn ugly. Not only should such dealings be properly documented, but also conducted in strict accordance with those documents.

Some active managers succeed while the majority struggle

Alan Hartstein
1 December 2016
3

According to S&P, the majority of active managers continue to underperform their benchmarks. However there are sectors where active styles perform well, and many managers justify their fees.

Seniors tax and moving money outside super

Graham Hand
1 December 2016
7

Given the proportion of people over 65 paying income tax has halved in the last 20 years, the structure of seniors tax may be next for reform. Should money be left inside or outside super for those who can access it?

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