1585 results found

Decumulation requires a tradeoff between preserving capital and obtaining income. A very simple "inverted withdraw rate" approach may be a better approach than the traditional 4% rule.

John Walton | 0.50 CE

Alphabet soup, retirement income strategy, long-term returns. Fodder is back to being a mixed bag this week with Tim Farrelly, Woody Brock, Michael Kitces, and Bevan Graham.

Alphabet soup, retirement income strategy, long-term returns. Fodder NZ is back to being a mixed bag this week with Tim Farrelly, Woody Brock, Michael Kitces, and Bevan Graham.

The reality is that Brexit will hurt everyone involved more than was admitted during the campaign. Investors should expect heightened volatility, not only of stocks, but even of government bonds.

The "best" retirement income strategy may be very different depending on whether you measure based on wealth, spending, probabilities of success, magnitudes of failure, or utility functions that weigh both the upside and downside risks.

In Fodder this week - Brexit (of course!) with articles from Oliver Hartiwch, Marko Papic, Niall Ferguson, and Christopher Granville. Plus registration is now open for Conference 2016.

In Fodder NZ this week - Brexit (of course!) with articles from Oliver Hartiwch, Marko Papic, Niall Ferguson, and Christopher Granville. Plus Joanne Earl's top rated presentation from Symposium 2016.

I previously worked with the London think tank closely linked to David Cameron and his Tory modernisers. It was fascinating for me to watch Brexit from afar. Here's my take on what we've just witnessed.

The Brexit referendum is a major break in the 70 years of European integration. What's next for the UK? Who is next to exit? What does this mean for broader global stability? And - most importantly - what are investment implications?

This week's Fodder is a real mixed bag - portfolios, Africa, retirement spending, and risk profiling.

This week's Fodder NZ is a real mixed bag - portfolios, Africa, retirement spending, and risk profiling.

The current investment environment is arguably one of the toughest ever in which to build portfolios that deliver return and are robust into the future. There are a range of approaches that can be taken.

Setting an appropriate spending level is one of the most crucial tasks for retirees. Spend too much and risk utter penury down the track. Be too conservative and the client spends their remaining years in unnecessary hardship.

Tim Farrelly | 0.50 CE

This week we bring you Dr Keith Suter's top-rated presentation on geo-politics and investing. Plus Marko Papic, Dr Robert Gay, Michael Furey, and Dan Farley.

This week we bring you Dr Keith Suter's top-rated presentation on geo-politics and investing. Plus Marko Papic, Dr Robert Gay, Michael Furey, and Dan Farley.

Many have spoken of the significant risks funds carry with Australian equities exposures. So I thought I'd check the evidence on the influence of equities on multi-asset portfolios.

Michael Furey | 1 comment | 0.25 CE

Insanity is repeating the same mistakes and expecting different results. Central bankers seem intent on repeating their mistakes - especially when it comes to negative interest rates.

Investors are not accounting for the structural shifts taking place in East Asia that raise the probability of market-negative events. Asia- or EM-dedicated investors should hedge their risks by exposure to DM assets.

Economists and investors risk being blindsided by a global upswing that is already underway, financial historian Professor Niall Ferguson explained at PortfolioConstruction Forum Symposium 2016.

This week's Fodder is a special feature focused on the presentation given by internationally renowned economic and financial historian, Professor Niall Ferguson, at our recent PortfolioConstruction Forum Symposium 2016 program.