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Articles from: Difficult few weeks ahead - 02 Feb 2016 to The appeal of managed portfolios - 12 Jan 2016

Difficult few weeks ahead - 02 Feb 2016

Author: Lesley Beath
Date: 02 Feb 2016

Overview

Avoiding the bequest trap - 02 Feb 2016

Author: Austock Life
Date: 02 Feb 2016

An often overlooked investment can give parents in blended families the certainty that their nominated beneficiaries will receive their bequest without challenges from disgruntled family members

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

Dollar-cost averaging: a suspect plan? - 01 Feb 2016

Author: Nicki Bourlioufas
Date: 01 Feb 2016

By following a simple practice known as dollar-cost averaging to buy shares or managed funds, it's claimed that investors can protect themselves against market downside risk

Volatile markets to persist as investors adjust to new realities - 01 Feb 2016

Author: American Funds
Date: 01 Feb 2016

• High levels of volatility expected to continue as markets adjust to slowing growth in China, lower oil prices and weak industrial activity

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)

Reporting season calendar - 29 Jan 2016

Author: Morningstar
Date: 29 Jan 2016

Mon 01 Feb -- Tue 02 Feb NVT

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

Defending your investments in 2016 - 25 Jan 2016

Author: Nicki Bourlioufas
Date: 25 Jan 2016

Defensive share-market investing involves identifying investments whose returns won't suffer with an economic downturn

Odds favour a reprieve - 25 Jan 2016

Author: Lesley Beath
Date: 25 Jan 2016

Overview

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

Market Index Performance l December 2015 - 22 Jan 2016

Author: Morningstar
Date: 22 Jan 2016

Managing Chinese volatility - 22 Jan 2016

Author: Andy Rothman
Date: 22 Jan 2016

As expected, every important economic statistic in China grew a bit more slowly last year, according to official data published on 18 January, but the consumer and services part of the economy--the biggest part of the economy--remained very healthy

Anchors aweigh - 21 Jan 2016

Author: Matthew Booker
Date: 21 Jan 2016

In hindsight it has been nirvana for the unsophisticated investor

Improving outlook for transitioning economy - 20 Jan 2016

Author: Randal Jenneke
Date: 20 Jan 2016

While many people view the Australian economy as being dominated by resources and commodity prices, in reality, this is not actually the case

Will 2016 be the sixth year of emerging-market underperformance? - 19 Jan 2016

Author: Andy Brunner
Date: 19 Jan 2016

2015 was another very difficult year for emerging-market economies, and currencies have naturally been reflected in generally poorly performing equity markets

Bulls have been shaken - 18 Jan 2016

Author: Lesley Beath
Date: 18 Jan 2016

Overview

Global economic outlook for 2016 - 18 Jan 2016

Author: Andy Brunner
Date: 18 Jan 2016

Yet again, consensus forecasts portend a quickening in the pace of global growth for 2016

Sober outlook for Australian stocks - 18 Jan 2016

Author: Nicki Bourlioufas
Date: 18 Jan 2016

Stock markets have dived in the New Year and the Shanghai stock market got off to a bad start

It's a Xanax world - 18 Jan 2016

Author: Bill Gross
Date: 18 Jan 2016

The Romans gave their Plebian citizens a day at the Coliseum, and the French royalty gave the Bourgeoisie a piece of figurative "cake," so it may be true to form that in the still prosperous developed economies of 2016, we provide Fantasy Sports, cellphone game apps, sexting and fast food to appease the masses

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

Death benefit misconceptions - 15 Jan 2016

Author: SUPERCentral
Date: 15 Jan 2016

While self-managed superannuation funds are not subject to the jurisdiction of the Superannuation Complaints Tribunal, the annual report of the tribunal makes interesting reading

3 signs of a safe dividend - 14 Jan 2016

Author: Josh Peters
Date: 14 Jan 2016

Dependable

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)

FoMO and the lure of outsized gains - 12 Jan 2016

Author: Martin Conlon
Date: 12 Jan 2016

Much as we might prefer otherwise, the market price of every listed equity investment is an amorphous blend of human behaviour, macroeconomic and corporate fundamentals

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

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