What is speculating? What is investing? There are different versions of this but a very good one was put forward by Peter Thornhill this morning in his delivery to those assembled for the current Perpetual update (Perpetual is a major fund manager in the Australian market, with an active, value “style”). Peter’s delivery was focussing…
Tag Archive for risks
What The…? Return to your homes folks, nothing to see here.
This is just a quick note to comment on the wildly erratic gyrations on the US stockmarket overnight. It seems that speculation, fear and quite possibly a few incorrectly processed trades have resulted in the kind of near-meltdown that we have seen in the past – except that this time the actual basis of the…
Be gentle on ‘Industry Funds’ – they know not what they do.
The front page of todays Australian Financial Review (AFR) includes an article titled “Unlisted assets drag down super fund returns”. In it, the returns of ‘Industry Funds’* is suggested as showing falling returns into a recovering market. This is entirely expected, and should not be a reason to argue against the ‘Industry Fund’ attraction to…
Superannuation remains Largely Unexplained
Todays Australian Financial Review (p3) carries an artile titled “Super funds warned” in which Jeremy Cooper (“chairman of the federal government’s review of the $1.2 trillion superannuation industry”) suggests that Australian super funds need to increase returns and gain greater scale to increase opportunities. The example given is “Two Canadian pension funds with a combined…
Noise – it’s all just noise..!
My brother sent this photo yesterday. It is the view from his current workplace, in Laos. Here is my view… Sometimes the hustle and bustle of the day-to-day can stop us from seeing and thinking clearly. When considering money issues, this is the most common cause of mistakes being made. It may sound easy to…
Protected: Michael’s Musings – Short Term Recovery Strategy
How do Financial Advisors assess and apply risk strategies?
Take a deep breath, ’cause this is a deep one. i have set out below a bit of information on one of the core “tools” that is used in the financial planning industry in an attempt to apply some measure of science to the selection of approriate investment assets. It is actually only a superficial…
