There has been discussion recently on the difficulty of comparing apples with apples when it comes to Balanced super funds. Chris Brycki - Founder and CEO of Stockspot has a 2 parter titled "How super funds play the ratings game" And Marshall Brentnall - Financial Adviser at Evalesco posted a terrific thread on Twitter … Continue reading When is a Balanced Fund not a Balanced Fund?
The new series of War on Waste kicks off on the ABC tonight at 8.30pm. It's fair to say Series One last year was an eye opener for every day Aussies. Seeing just how much food, clothing and household stuff goes to landfill was pretty shocking. Good little consumers, we have become! But have we … Continue reading The War on Waste – Good for the Environment and Your Wallet
Investors are realising they can do good with their capital without having to sacrifice the financial return. And fund managers and institutions are responding with new products to cater for a significant increase in demand. The Benchmarking Impact Report 2018 has just been published by the Responsible Investment Association Australasia. It provides an in depth analysis … Continue reading Impact Investment Market Quadruples in 4 Years
ScoMo has just handed down his 3rd Budget. You know there is an election ahead when you hear the news that "unexpected revenue" means we get tax cuts. It's a delicate balancing act trying to be fiscally responsible and sucking up for votes at the same time. I couldn't wait to find out what was … Continue reading Budget 2018 – Election Ahead
Serious momentum is building in the responsible investment space. According to the Responsible Investment Association Australasia (RIAA), 9 in 10 Australians expect their super/investments to be invested responsibly and ethically. This is no longer a fringe issue. The trend is the same in the US. The Sustainable Signals survey by Morgan Stanley last year, found 75% … Continue reading Responsible Investing – The Rising Tide
In the past week, we’ve seen volatility return to equity markets. Nothing unusual about that. The reason it felt strange is we’ve had an extended period of low volatility. The index has been in a pretty steady uptrend. Investors have forgotten what it feels like to drop more than 2% in a day. (Short term … Continue reading When the Sharemarket Falls, Try This (Don’t Blow Your Top)
Let's face it - there are so many different types of investment funds in the market, it's hard to keep up. Even as a professional, I still have trouble working out what the latest "market driven quant neutral real" strategy means?? So to put it in terms that are easier to understand - what musical … Continue reading If Investment Funds Were Musical Styles
The transfer of wealth in Australia looms as a significant opportunity with around $3.5 trillion expected to be passed down over the next 20 years[1]. While this equates to an average inheritance of about $320,000, around 25 per cent of inheriting Aussies will receive more than $600,000 each[2]. Receiving a sudden large sum of money, … Continue reading Intergenerational Wealth – You Made it, Don’t Let Them Lose It
One of the most destructive wealth behaviours is the need to own the biggest, best, latest, shiniest - house, car, toys...stuff. Appearing wealthy to everyone around you is not the same as being wealthy. Not everything is as it seems. Total wealth ≠ net wealth. Craving the status of wealth and caring what others think … Continue reading This Behaviour Could Be Blocking Your Path to Wealth
A collection of articles on impact investing - from starting out to taking a deep dive. New to Impact Investing? Impact Investing Australia Impact Investing Glossary - Impact Investment Forum (RIAA) 10 Reasons Why You Should Consider Impact Investing - Forbes Making Sense of the Many Kinds of Impact Investing - Harvard Business Review Investors Don't … Continue reading Reading List: Impact Investing
