Volume 13, Issue 4

Investment
Carl Ross
CARL ROSS  |  FRIDAY, 31 AUG 2018
As a fixed income asset class with relatively high duration, sovereign emerging debt is sensitive to interest rates. But is there anything else we can say? Read more
Andrew Macken
ANDREW MACKEN  |  FRIDAY, 5 OCT 2018
In 1962, President John F. Kennedy delivered Yale's graduating class of 1962 a piece of advice that all investors should hold dear: "The great enemy of truth is very often not the lie - deliberate, contrived and dishonest - but the myth - persistent ... Read more
Kanika Sood
KANIKA SOOD  |  MONDAY, 15 OCT 2018
Three men sit huddled together, watching a video that plays on a computer screen in a large-ish empty room. Sounds like a late-night university study session? Only the men are in crisp white shirts, not hoodies. The video on the screen is not that of ... Read more
Damien Wood
DAMIEN WOOD  |  FRIDAY, 9 NOV 2018
Fish apparently rot from the head down. The chief executives of Australia's big four banks have helped themselves to monster pay rises over the past 20 years. Bank staff were financially motivated to sell more products to help meet their performance ... Read more
Stephen Smith
DAVID HOFFMAN , STEPHEN SMITH , TAD FETTER  |  FRIDAY, 30 NOV 2018
Global bonds: An opportune investment Read more
James Kinghorn
JAMES KINGHORN  |  FRIDAY, 7 DEC 2018
The Nikko Asset Management global equity team philosophy is based on the belief that investing in 'future quality' companies will lead to outperformance over the long term. This paper draws on academic evidence to outline the three fundamental concepts ... Read more
Liam Donohue
LIAM DONOHUE  |  FRIDAY, 14 DEC 2018
The listed Australian small companies' market is known for its significant capital growth, wealth creation and most importantly the fostering of innovative emerging businesses. It is the birthplace of many of Australia's largest companies including ... Read more
Communications & Marketing
Claudia Pritchitt
CLAUDIA PRITCHITT , LEEANNE BLAND  |  FRIDAY, 7 SEP 2018
In the past decade, the media serving financial services has changed almost as much as the financial services industry itself. Financial services changes have been regulatory as well as technology driven, while media change has been almost entirely ... Read more
Applied Financial Planning
Financial Standard
FINANCIAL STANDARD  |  FRIDAY, 7 SEP 2018
We invite readers to send their burning questions on the latest investment trends to [email protected] In this issue, we talk to Bell Direct equities analyst Julia Lee about capital protection, bonds and brokers versus adv ... Read more
Melanie Dunn
MELANIE DUNN  |  FRIDAY, 21 SEP 2018
The superannuation reforms applying from 1 July 2017 made a number of changes impacting transition to retirement income streams and their use by retirees. Read more
Will Moloney
WILL MOLONEY  |  FRIDAY, 2 NOV 2018
It's been over a year since the 2017 superannuation reforms, which included new non-concessional contribution (NCC) rules, came into effect. Read more
Insurance
Daniel Biondi
DANIEL BIONDI , PAUL CRONIN  |  FRIDAY, 14 SEP 2018
Insurance has long been viewed as a relatively stable offering within the financial services sector. Traditionally, people paid their premiums on a regular basis with monies invested for long term gains. Recently though the underlying assumptions, and ... Read more
Superannuation
William Fettes
JOSEPH CHEUNG , WILLIAM FETTES  |  FRIDAY, 28 SEP 2018
An individual's total superannuation balance (TSB) determines many of their superannuation rights and entitlements, such as eligibility to contribute after-tax amounts into superannuation without an excess arising. Due to the importance of total superannuation ... Read more
Retirement
Nathan Zahm
NATHAN ZAHM , TIMOTHY SMART  |  FRIDAY, 12 OCT 2018
For most Australian retirees, the age pension is a meaningful portion of their retirement income, and for all retirees it should be considered as part of the retirement planning process. Read more
Compliance
Claire Wivell Plater
CLAIRE WIVELL PLATER , SONIA CRUZ  |  FRIDAY, 19 OCT 2018
There are four things that you need to do after 1 July 2013 when providing personal advice to retail clients - in addition to the disclosure requirements. The four things include (note: the italicised items are new) Read more