Investment Professionals

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Value investing, which involves buying beaten up and unloved stocks, has underperformed for years now. With central banks keeping interest rates low and global technology giants on a tear, growth stocks have thoroughly outperformed. But are things about to change? Steepening yield curve may mean a higher discount rate The yield curve has steepened sharply in recent months, as investors take stock of the coronavirus vaccine rollout and weigh fears that Biden’s stimulus package could trigger inflation. ...
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To access the 'No retirement for investments' white paper, please click the download now button above. Important notice: a previous version of this whitepaper incorrectly stated the ASFA comfortable retirement standards for a couple as $43,787/year and superannuation balance of $545,000. These figures relate to the comfortable retirement standards of a single not a couple. The standards for a couple are $61,786/year and $640,000 in superannuation balance. Managing a retirement portfolio for income and growth Retirement portfolios offer a particular challenge in advice, given their more complex needs. They need to generate a stable income, preserve capital and still offer some level of growth to allow investors to manage inflation and longevity risks, along with a reasonable standard of lifestyle. ...