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6 February 2025
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Interviews with Adam Grotzinger & Hamish Douglass, WAAAX-ed, frank on Bowen’s nurse, Managed Accounts, EOFY charity, Westpac SOA, allocations.
Conventional wisdom was that acting in accordance with ethical principles involved a trade-off against portfolio returns. The evidence is that is not the case, and there are easy ways to support your principles.
Continuing our Interview Series to learn how professional portfolios are managed, we go into the world of global corporate bonds for diversified income hedged into Australian dollars from liquid bond markets.
Frustratingly for investors in micro-caps, the larger companies which now include the WAAAX market darlings are running quickly ahead of their smaller cousins. It's a waiting game for the tide to turn.
Let's set this straight for the final time! Chris Bowen often used the example of a nurse on $67,000 who was at a significant disadvantage versus a retiree receiving franking. In fact, the outcome for both is almost the same.
At the 2019 Morningstar Investment Conference, Tim Murphy sat down with Hamish Douglass to discuss how Magellan was transformed from a new business during the GFC to managing $83 billion now.
Recent legal cases involving Westpac and BT put to rest any view that 'caveat emptor' (buyer beware) applies to 'no' and 'general' advice service models, even though those models do not attract a best interests duty.
Structuring giving using Public or Private Ancillary Funds is an attractive strategy for donors who need a tax deduction now, and the flexibility to distribute the funds to charity over time.
Managed Accounts are not only an investment platform and administration system. They represent a flexible way to offer financial advice, with scale and transparency advantages, but watch the cost.
For individual investors interested in putting money where the experts go, professional fund buyers are making modest portfolio adjustments in light of a riskier market, and faith on active management remains strong.
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.