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Articles from: Safe withdrawal rates for Australian retirees - 02 Feb 2016 to Value still exists in BHP Billiton - 20 Nov 2015

Safe withdrawal rates for Australian retirees - 02 Feb 2016

Author: David Blanchett/Anthony Serhan/Peter Gee
Date: 02 Feb 2016

There is a growing body of literature on safe withdrawal rates for retirees

3 global industry trends to watch - 29 Jan 2016

Author: Anthony Fensom
Date: 29 Jan 2016

Emerging-market volatility, penny-pinching by consumers and governments, tightening regulations and digital disruption are key global trends affecting companies in 2016, according to the Economist Intelligence Unit (EIU)

China's FX policy in a tough balancing act - 29 Jan 2016

Author: Anthony Chan
Date: 29 Jan 2016

An ongoing liberalisation of China's currency and capital account is under threat as the renminbi falls, capital outflows intensify and foreign reserves dwindle

Managing chronic anaemia - 28 Jan 2016

Author: Simon Doyle
Date: 28 Jan 2016

We have been defensively positioned for some time as we have consistently argued that generally extended valuations left little upside for investors and that capital preservation was paramount

5 developments to monitor in 2016 - 27 Jan 2016

Author: Michael Collins
Date: 27 Jan 2016

Angela Merkel enters the New Year as the political colossus holding Europe together

Economic Update | January 2016 - 27 Jan 2016

Author: Morningstar
Date: 27 Jan 2016

Don't blame China for market rout - 25 Jan 2016

Author: Anthony Fensom
Date: 25 Jan 2016

Stock markets worldwide have been in freefall in 2016, with China taking much of the blame amid fears of a "hard landing" in the world's second-largest economy

Japan's bizarrely brief "technical recession" - 22 Jan 2016

Author: Michael Collins
Date: 22 Jan 2016

Revisions are a normal part of compiling economic statistics, especially when it comes to the all-encompassing national accounts that track GDP

Anchors aweigh - 21 Jan 2016

Author: Matthew Booker
Date: 21 Jan 2016

In hindsight it has been nirvana for the unsophisticated investor

Mining and energy: darkest before dawn? - 15 Jan 2016

Author: Anthony Fensom
Date: 15 Jan 2016

Investors in energy and mining stocks could be forgiven for thinking the sky had fallen in

SMSF trustee responsibilities and obligations - 13 Jan 2016

Author: Kathy Evans
Date: 13 Jan 2016

I recently commented on the importance of choosing the right trustee structure when establishing a self-managed upper fund (SMSF)

The appeal of managed portfolios - 12 Jan 2016

Author: Andrew Alcock
Date: 12 Jan 2016

Oscar Wilde is quoted to have said: "With age comes wisdom, but sometimes age comes alone." When it comes to investing, the needs of investors have traditionally been determined according to their age, with generations typically grouped as Baby Boomers, Generation X and Generation Y

Make your super last while you do - 11 Jan 2016

Author: Vicky Kuok
Date: 11 Jan 2016

After three decades of development in the Australian superannuation system since the Keating days, the time has come for Australians to enjoy a share of the $2-trillion nest egg--the fourth-largest in the world

Why Japan is a stock picker's paradise - 06 Jan 2016

Author: Tom Becket
Date: 06 Jan 2016

Change is a word totally applicable to Japan at this time

Risk management through life insurance - 05 Jan 2016

Author: Vicky Kuok
Date: 05 Jan 2016

In our previous article we generally discussed managing risk through life insurance and estate planning

Risks and opportunities in 2016 - 04 Jan 2016

Author: AllianceBernstein
Date: 04 Jan 2016

Investments in healthcare and transport infrastructure stocks may help Australian equity investors withstand some of the expected market volatility during 2016, while fertiliser manufacturers, airlines and some discretionary retailers could provide value opportunities

How to make retirement savings last - 04 Jan 2016

Author: Vicky Kuok
Date: 04 Jan 2016

This article discusses generally how you can plan ahead for retirement with risk management and cash-flow management to make your retirement savings last

4 areas of complacency to guard against - 14 Dec 2015

Author: Guy Bruten
Date: 14 Dec 2015

Global asset manager AllianceBernstein (AB) has warned Australians against becoming complacent about the country's economic outlook, even though 2015 is ending the year on a stronger note than many economists had foreseen a year ago

Pros and cons of income-generating strategies in retirement - 10 Dec 2015

Author: Christine Benz
Date: 10 Dec 2015

Retirees often obsess about generating income from their portfolios, conflating their need to replace the income they once earned from their salaries with a need to invest their whole portfolios in income-producing securities

How to inflation-adjust your retirement withdrawals - 09 Dec 2015

Author: Christine Benz
Date: 09 Dec 2015

It's challenging enough for today's retirees and pre-retirees who are being forced to fend for themselves without the benefit of pensions, in an ultralow interest-rate environment to boot

Surviving volatile markets in 2016 - 07 Dec 2015

Author: Anthony Fensom
Date: 07 Dec 2015

The threat of higher US interest rates, China's slowdown and Australia's sluggish growth have all contributed to rising market volatility in 2015

Mining profits surprise on upside - 04 Dec 2015

Author: Nicki Bourlioufas
Date: 04 Dec 2015

Australian company profits strengthened in the September quarter of 2015, breaking a five-quarter run of negatives, and some surprising results in the mining sector may give hope to the beleaguered miners who are struggling to keep shareholders happy amid falling commodity prices

Market Index Performance l November 2015 - 02 Dec 2015

Author: Morningstar
Date: 02 Dec 2015

Imperfectly perfect - 01 Dec 2015

Author: Matthew Booker
Date: 01 Dec 2015

In the movie The Last Samurai , Katsumoto sought the perfect cherry blossom

Emerging countries are struggling - 30 Nov 2015

Author: Michael Collins
Date: 30 Nov 2015

Brazil's government debt is now rated junk, only seven years after it gained investment-grade status

Where to shop for top retail stocks - 27 Nov 2015

Author: Anthony Fensom
Date: 27 Nov 2015

A slowing economy, mixed consumer and business confidence, and a weakening currency have all put pressure on the Aussie retail sector

The promised splurge on infrastructure - 25 Nov 2015

Author: Michael Collins
Date: 25 Nov 2015

In 1919, a US lieutenant colonel helped lead an 81-strong convoy of vehicles across the US as part of a campaign by the military to highlight the need for better highways across the US

All things being equal - 24 Nov 2015

Author: Arian Neiron
Date: 24 Nov 2015

The rapid growth in the number and value of self-managed superannuation funds (SMSFs) has been astonishing

Finding growth sectors in 2016 - 23 Nov 2015

Author: Anthony Fensom
Date: 23 Nov 2015

Slowing global and domestic growth is expected to weigh on investment returns in 2016, as both developed and developing economies struggle to pick up speed

Value still exists in BHP Billiton - 20 Nov 2015

Author: Nicki Bourlioufas
Date: 20 Nov 2015

BHP Billiton (BHP) shares have fallen hard, recently dropping below $20 for the first time since the global financial crisis

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