3261 results found

The world of investing and business has seen a great deal of change in the past 30 years. Investors face a slew of psychological challenges. Here are the 10 attributes I believe to be the hallmark of a great investor.

Since the birth of the modern stock market in 1602, investment culture has moved from a return focus to a risk focus, and back. What can investors in the 21st century learn from four centuries of investment history?

It has become accepted, conventional wisdom that investors underperform their investments by timing those investments badly. But this new conventional wisdom must be debunked.

Research suggests that we have remarkably little insight into our future preferences. So a challenge of goals-based investing is that we save towards a goal that isn't what we want when the time comes.

Michael Kitces | 0.25 CE

In Fodder this week - Tim Farrelly, Michael Kitces, Nouriel Roubini, Bill O'Grady, and Invesco Perpetual.

In Fodder this week - Tim Farrelly, Michael Kitces, Nouriel Roubini, Bill O'Grady, and Invesco Perpetual.

The EU's post-Brexit show of unity calmed fears that the EU or the eurozone would fall apart in short order. But the risk of European and global volatility may have been only briefly postponed.

There are five geopolitically important issues for portfolios for the upcoming year. If these concerns become critical, they will likely weigh on equities and higher credit risk debt.

How long is it since Australia had a recession? Most would say 26 years. A world record. By looking at the data a little differently, we may not be so sure that Australia has gone 26 years without a hiccup.

In Fodder NZ this week - Globalisation and populism, Populism, Brexit and Trump, Trump and investment

How do we survive when liquid, safe asset classes don’t offer income to cover the cost of living? Do we speculate today? Or wait for it to normalise at an unknowable future date?

In Fodder this week - Globalisation and populism, Populism, Brexit and Trump, Trump and investment

What are the investment implications of a potential Trump presidency? In the short term, we think it could be positive for equities and negative for bonds, but negative for US equities in the medium term.

Populism in developed countries is real, but there are meaningful differences between the UK and US stories that are important to keep in mind in the run-up to US Presidential election.

New research has found that teams of three portfolio managers deliver higher gains, adjusted for risk, than funds managed by a single individual or by teams of other sizes.

It's 10 years since the Forum's publisher, Graham Rich, interviewed Hamish Douglass and Chris Mackay as the firm launched the now behemoth Magellan Global Fund.

In Fodder this week - A hard Brexit, more on withdrawal rates, and Magellan turns 10!

In Fodder NZ this week - A hard Brexit, more on withdrawal rates, and Magellan turns 10!

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.