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Edition 212

  • 28 July 2017

The Holy Grail of investing is high returns with low risk. When a fund or index delivers a return of say 10% and volatility (used as a measure of risk) of 10%, analysts say it has a 'Sharpe Ratio' of 1.0 (ie return/risk). This 'risk-adjusted return' rarely averages over 1.0, and 0.5 is considered a good result. Yet according to Bloomberg, in the 100 months to June 2017, the S&P500 index delivered a Sharpe Ratio of 1.4. A stellar result.

Tension as diversified portfolios have lost their anchor

With the strongest defensive assets earning close to zero and negative real returns, investors are looking at other ways to shock-proof their portfolios, but it invariably means taking on more risk.

Decide if 'fake crises' are worth the worry

Instead of automatically reacting to fake crises, a better approach is to weigh up the pros and cons first. If the news proves to be correct, take action based on your risk tolerance.

How to improve retirement outcomes for women

Adequate retirement incomes rely on accumulating superannuation balances throughout a working life, and many factors are detrimental to women keeping pace with men. Urgent reform is needed.

Disruption supports small company growth

New technologies and markets are driving opportunities for small to medium cap companies, as well as the global tech giants. Many Australian companies have jumped on the wave.

5 factors for SMSFs investing in residential property

Should SMSFs invest in residential property, should they borrow to do it and what is the impact on housing affordability and market stability?

Easier transfer of death benefit pensions

Transferring a death benefit pension can be complicated but new legislation from 1 July 2017 simplifies the process.

Are banks misjudging retirees?

A retired reader wrote to us about his poor treatment by several banks, seemingly because he is retired. Are banks missing out on opportunities to service retirees?

Australian LICs versus Berkshire Hathaway

As part of the continuing discussion about dividends, Peter Thornhill sent in a chart that compares the long term performance of three Australian LICs with Warren Buffett's legendary Berkshire Hathaway.

Most viewed in recent weeks

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.

The 2025 Australian Federal election – implications for investors

With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.

Finding the best income-yielding assets

With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.

What history reveals about market corrections and crashes

The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today. 

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 605 with weekend update

Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now? 

  • 3 April 2025

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