Will the next decade be like the 1930s or the 1970s?

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Some investors are drawing comparisons with the 1930s and 1970s as indicators of what is to come. Although it is tempting to make parallels with the past, I believe the... Read more continue reading

What will the new financial year bring investors?

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Will markets end the next 12 months higher than they began? While it would be nice, it isn’t crucial to successful investing, suggests one of the world’s most successful fund... Read more continue reading

US jousting with China over the Yuan misplaced

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US Republican presumptive presidential nominee Mitt Romney has already declared what he will do on his first day in power; declare China a currency manipulator. He first stated this intent... Read more continue reading

Asset allocation: strategic or tactical?

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Asset allocation has never been more important than in this post-financial crisis period. The focus has shifted from beating benchmarks to the requirement that liabilities are met. Determining a sensible... Read more continue reading

New investment ideas for a changing world

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In a changing global investment landscape, Principal Global Investors (The Principal) highlights the need for flexibility and a fresh approach when it comes to fixed income strategy. Applying new ideas... Read more continue reading

Oliver’s Insights: what to do?

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The investment environment remains tough. On a long term basis shares and other related growth assets look attractive after several years of poor performance. Against this, Europe and the US... Read more continue reading

Groundhog day?

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The Australian market retreated 15% in mid-2010 and 20% in mid-2011, predominantly on European issues. So far the Australian market is down 9% in May. Is this a case of... Read more continue reading

Australian equity market preparing for lift off

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Lonsec’s Head of Equity Research, Bill Keenan, believes the Australian equity market is ready to rebound. “Lonsec has had a target of 5,000 for the All Ordinaries Index by the... Read more continue reading

The colour of money

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Banks have used a complex series of loans to create billions of dollars of new liquidity but have also made the financial system more unstable. Hypothetical collateral – that was... Read more continue reading

Stocks most likely to benefit from RBA rate cut

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The diversified financials, building materials, retail and media sectors of the Australian sharemarket are most likely to get a lift from the decision by the Reserve Bank board to cut... Read more continue reading