Is this the most hated market rally in history?
The recovery in stock markets around the world since the 23 March lows has confounded many and been dubbed the most hated market rally in history. It has polarised many…
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The changing shape of emerging markets
BRIC economies, emerging markets, growth portfolio, International shares, investment, risk and return
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Emerging markets have recently re-emerged The two years to end December 2017 saw the MSCI Emerging Markets index (the most widely used benchmark for emerging market shares) massively outperform the…
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The Reverse Mortgage in action
Two specific applications of the reverse mortgage are examined … In last month’s article, “The Reverse Mortgage: an underutilised retirement planning tool?” we explained that a reverse mortgage is a…
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Index Investing: Naïve or Smart?
What is index investing? Many investors shy away from index investing because they deem it to be too naïve for their investment purposes. There’s definitely a higher seduction factor associated…
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Global Equity Investing
The concept of a single strategic equity asset class Globalisation has meant that world equity markets are now much easier to access. This is leading to the next stage in…
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What is “The Value of Financial Planning”?
Financial planning continues to get a bad rap … Financial planning continues to get a bad rap. The Global Financial Crisis, poor investment returns, the failure of various financial planning…
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Is your investment risk strategy paying off?
Are you an intelligent risk taker? Most investors accept the notion that risk and return are related and that those who are prepared to take on more risk will ultimately…
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Transitioning to your target asset allocation
How do you close the gap between your current and target asset allocation? Our previous article, “Measuring your current asset allocation”, explained how we believe wealth accumulators (those whose after-tax…
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Measuring your current asset allocation
You need to know your current asset allocation In our last article, “Choosing your target asset allocation”, we discussed the key determinants of the choice of your target asset allocation.…
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Choosing your target asset allocation
The determinants of your asset allocation choice In our previous article, “Understanding asset allocation”, we focused on the questions “What is asset allocation?” and “Why is it important?”. In this…
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