Technology: An adversary in the fight for 2% inflation

Published: October 30, 2017

It's been a generation since inflation last ravaged Australia, with costs for ordinary consumer goods rising on a seemingly daily basis. Indeed, in the wake of the global financial crisis, inflation in many countries has been lower than policymakers would like. Low inflation, it turns out, can be a problem too. Over time, declining or […]

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How to develop a "dynamic" approach to retiree spending

Published: October 27, 2017

As Smart Investing recently discussed, the combination of historically-low yields, expected muted investment returns and growing life expectancies are making it particularly challenging for retirees to calculate how much to draw down from their retirement savings. A critical issue here is how much retirees can withdraw from their portfolios each year to finance their current spending and […]

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Think ahead about smart retiree spending and investing

Published: October 27, 2017

A common personal finance trap is to concentrate on saving and investing to finance our eventual retirement without thinking enough in advance about how to invest and spend that money in retirement. Given that we have so much going on in our lives long before retirement –such as our careers, dependent children, home mortgages and […]

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How to explain our irrational behaviours

Published: October 27, 2017

Nobel prize-winning economists do not usually have a lot to say to everyday investors. This year is different. Professor Richard Thaler won the Nobel memorial prize for economics for his work in behavioural economics. In short, he won for the understanding he has brought to the way 'real' people think and react when making financial […]

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The Automatic Opportunity

Published: October 17, 2017

Simon Blanchflower, Altrinsic Global Advisors The world is changing fast. The threat of disruption is real and growing with the potential for catastrophic outcomes for companies and industries across the globe. Once formidable barriers to entry are breaking down under the onslaught of new, fast-moving competitors empowered by the changing dynamics of the mobile internet […]

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With our Heads Firmly in the " Cloud"

Published: October 17, 2017

Alicia Gregory, Head of Private Equity, MLC So much of our data is stored in the “cloud” these days. But where exactly is your data? Is it safe? And why are companies comfortable putting your valuable information into this virtual world? So what is the cloud? Cloud computing is the delivery of computer services, such […]

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Change is in the wind for China

Published: October 17, 2017

Dr Ben McCaw, MLC The past 18 months have presented investors with significant geopolitical risks. There has been a profound uptick in populism across Europe, the UK voted to exit the EU and in the largest economy in the world –  the US – President Trump now sits in the  Oval Office. While all of […]

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3 Reasons why Unwinding of Quantitative Easing Matters

Published: October 17, 2017

What is quantitative easing? Quantitative easing is when central banks purchase assets from the market to lower interest rates and increase credit availability to help stimulate the economy. Eight years after the inception of quantitative easing (QE), the US economic expansion is now one of the longest running in post-war history. Despite an economic backdrop […]

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Mid – Caps are anything but Middling

Published: October 17, 2017

Antares Equities Does company size matter when it comes to investment returns? Antares Equities explains. A commonly held perception in investing is that small companies provide the best exposure to growth and hence capital appreciation in the investment universe. Is this really the case? This article looks at the returns from three sub-indices across the […]

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October 4 minute Economic Update with Bob Cunneen

Published: October 16, 2017

Which key events have been driving markets? Watch this video of NAB Asset Management's Senior Economist Bob Cunneen talking to Global Equities Portfolio Manager Myooran Mahalingam to find out. They discuss:     Australian shares disappointing while the economy recorded improving data     the lessening of geopolitical risks in terms of North Korea, and     changes […]

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