All Articles tagged with 'cash'

You are in Posts tagged 'cash'

Choosing cash over fixed income no longer makes sense

From Tyndall AM

Australian investors have largely missed out on the 20-year bond rally, preferring instead to invest in cash for their liquid/defensive asset holding. However, the returns on fixed income have actually

continue reading

31 Jul 2014

Property beats cash

From Craig James - Commsec

In the past, buying and selling property was considered an attractive way to make money. The theory was that home prices would rise around 8 per cent a year, almost

continue reading

15 Jan 2013

The optionality of cash

In our industry, a fund manager caught holding large proportions of cash in his portfolio invariably invites a tough line of questioning regarding his fees: “How could you justify charging

continue reading

12 Nov 2012

Cash love affair heading for heartbreak

From Australian Unity Investments

Investors’ continuing love affair with cash could be leading them towards heartbreak if they don’t diversify, says David Bryant, head of Australian Unity Investments. “While all available research shows that

continue reading

24 Aug 2012

Cash is still king

From Savanth Sebastian - CommSec

Australian companies are continuing to hold more money in liquid cash and deposits than ever before. Just under half of financial assets at private sector companies are held in cash

continue reading

29 Jun 2012

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]