Saturday, May 18, 2024

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Investment & Wealth Mgmt

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MoneyRetirement planningInvestment & Wealth Mgmt
‘What’s your Number? Part 2: 17 key factors driving ‘How much do I need’ & ‘How much can I spend?'

Here are 17 key drivers that determine 'How much do I need to retire', and 'How much can I afford to spend?' How do they work, and how do they apply to you? This handy guide will help you come up with your own Number that suits your needs and goals.

Ashley Owen May 14, 2024
MoneyRetirement planningInvestment & Wealth Mgmt
What's your Number? Part 1: 'How much do I need to retire?', 'How much can I afford to spend?'

Here we tackle these difficult questions, and similar questions like: 'When can I afford to retire?' 'Will my money last as long as I do?   Here are the two key Numbers to tackle these questions.  Plus two quick tests to help measure progress toward your goal.

Ashley Owen May 10, 2024
Managed fundsInternational sharesExchange Traded FundsBondsAsset classes, asset class returnsInflation
The Low Inflation era of great returns is over. Investing just got a whole lot harder!

Investors enjoyed unusually high returns in the past couple of decades because EVERY asset class posted above average returns when inflation was low. A blind-folded monkey with a dart board picking any random mix of asset classes would have done well!   But that era of great returns from low inflation is over.  What types of assets do best in different inflation conditions? What is the best inflation hedge? How to build long term portfolios for high(er) inflation?

Ashley Owen Apr 16, 2024
InflationAustralian shares Investment & Wealth Mgmt
Dr Don Stammer's 60 years of investing

In Dr Don Stammer's speech this week, capping off his 60 year career, he only used 2 charts. Both were mine!      

Ashley Owen Feb 22, 2024
Retirement planningInvestment & Wealth Mgmt
Personal milestones for January 2024

January is often a big month for personal milestones.  Here are mine:

Ashley Owen Feb 08, 2024
CryptoInternational sharesAustralian shares Interest ratesInflationAustralian economy
January 2024 snapshot - shares climb on hopes of early rate cuts as inflation falls

January 2024 snapshot - shares climb on hopes of early rate cuts as inflation falls.  Essential 1-page snapshot for Aussie investors – covering Australian and US share markets, short- and long-term interest rates, inflation, and exchange rate.

Ashley Owen Feb 05, 2024 2
Australian shares Investment & Wealth MgmtAsset allocation, portfolio construction
‘Frankly my dear . . . we need to include Franking Credits in reporting and portfolio planning’

Franking credits on dividends on Australian shares can add more than 1% per year to returns for Australian shareholders. But many professionals don’t include the value of franking credits in their clients’ returns – either historical, or forecast.

Ashley Owen Sep 26, 2023
Investment bubbles/busts, cyclesInvestment & Wealth MgmtManaged funds
Warren Buffett: world’s greatest investor, but even he lost it 20 years ago.

Many readers wanted me to back up by bold claim that even the best investor in the world – Warren Buffet – suffered from the same disease that plagues every other successful fund manager in the world - fading out-performance over time.

Ashley Owen Sep 24, 2023
Asset allocation, portfolio constructionInvestment & Wealth MgmtManaged funds
Few active fund managers add value. But even value-adding managers almost always fade over time.

All active fund managers peak early in their careers (in terms of beating their market index anyway) - and then it is all downhill from there. Even for the best in the world. 

Ashley Owen Sep 21, 2023
Asset allocation, portfolio constructionInvestment & Wealth MgmtManaged funds
Most active fund managers continue to destroy value and line their pockets with your money

Over the year to June 2023, active managed funds in Australia destroyed $4.5 billion in wealth from retail investors. Half of this was a straight transfer of wealth from the pockets of innocent investors to the pockets of fund managers. The other half was genuine wealth destruction through incompetence.

Ashley Owen Sep 18, 2023

“Over the past 20 years, Ashley has been an invaluable assistance to me, as a reliable source of unbelievably strong and interesting data, and many good investment ideas.”

"The depth and quality of Ashley’s research and analysis of investment markets is the best in the business.”

Dr Don Stammer - Australia’s most respected economic writer, commentator, and speaker for the past 40 years, with a distinguished career including the Reserve Bank of Australia, Chief Economist at Deutsche Bank Australia for 21 years, chair of nine ASX companies, plus numerous non-listed and not-for-profit boards. Read more

‘For many years, Ashley has been my go-to source of information and analysis on what’s going on in financial markets and why.’

“Ashley has an encyclopaedic knowledge of the markets – I call him Mr Google!”

Noel Whittaker, AM – Australia’s best-known personal finance writer, columnist, and media commentator for the past three decades. He has written more than 20 books on personal finance, his columns appear in almost every major Australian newspaper, and he appears regularly on radio and TV as an expert on finance and investing. Noel Whittaker AM

 

“Ashley’s unique fact-based analyses and insights into Australian and global markets are always worth reading. He has an incredibly deep and comprehensive store of financial markets data.”

Chris Cuffe, AO – One of Australia’s best known and most experienced investment managers – former CEO of industry giants Colonial First State, then Challenger Financial; founder and Chair of Australian Philanthropic Services, and Third Link Growth Fund; current/former chair, director and/or investment committee member of numerous funds including UniSuper, Argo Investments, Hearts and Minds Investments, Paul Ramsay Foundation, and many others. Read more.

 

“What sets Ashley Owen’s analysis apart from investment banks and the financial press is his deep fact-based understanding of long-term financial data, rather than getting caught up on the daily noise over issues that may generate trades or sell newspapers today, but will be irrelevant and misleading two years from now.” 

Hugh Dive, CFA. Chief Investment Officer, Atlas Funds Management, and frequent expert commentator quoted in the AFR.

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The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.