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If you’re buying a bull, buy a young bull

Basing an investment strategy on the goldilocks investment markets of the last 35 years gives rise to considerable risk, writes Michael Block, and now might be the time to get out of growth assets.

Michael Block | 24th Mar 2023 | More
Now is the time to add alpha to your portfolio (unless you’re a super fund)

With prospective portfolio returns likely to be lower than they have been in the past, the incentive to reduce risk and enhance returns is greater than it has ever been. The investment maths is compelling, but regulatory risk might overpower it writes Michael Block.

Michael Block | 8th Mar 2023 | More
  • My father’s table: Two hands are better than one

    Advances in computer modelling have bred a false sense of comfort, writes Rob Prugue, as too many have stopped challenging econometric outputs and blindly implement them without truly understanding their consequences.

    Rob Prugue | 3rd Mar 2023 | More
    Editor’s note: No end in sight for super wars

    Treasurer Jim Chalmers appears to have set himself another impossible task: ending the super wars. But legislating an objective for superannuation and urging funds to take part in nation building projects will only inflame them.

    Lachlan Maddock | 22nd Feb 2023 | More
  • Your Future Your Super isn’t everything – it’s the only thing: Block

    Your Future Your Super is poorly implemented, draconian, stifles innovation and has proven to be a gigantic – and expensive – waste of time. Other than that it’s a really good idea, writes Michael Block.

    Michael Block | 3rd Feb 2023 | More
    My father’s table: Challenging the status quo

    Despite their unprecedented nature, there has been little challenge to the conventional wisdom surrounding the profound shocks of the last two years. In his new monthly column, Rob Prugue shakes up the debate.

    Rob Prugue | 27th Jan 2023 | More
    The real value of an outrageous prediction

    Pandemics, invasions, and the return of inflation. If the last few years have shown investors anything, it’s that outrageous predictions can often be anything but.

    Lachlan Maddock | 9th Dec 2022 | More
    Investors stuck in the past as furious future looms

    Cracks are showing in the old way of doing things. Being able to make money in a sideways market – and do it without equities – will now be the great differentiator.

    Lachlan Maddock | 30th Sep 2022 | More
    White elephant graveyard: Proceed with caution on nation-building

    For every government that wants to work alongside superannuation funds, there’s one waiting in the wings to deliver a regulatory rebuke. Big super needs to think hard about its plans to build the future.

    Lachlan Maddock | 26th Aug 2022 | More
  • Super wars return, with new battles

    The old ideological battlelines are being drawn up once again in preparation for three more years of fist fighting over Australia’s retirement savings.

    Lachlan Maddock | 10th Aug 2022 | More
    Three questions top of mind for EM debt investors

    Ninety One is relatively cautious on emerging markets from a top-down perspective, preferring bottom-up selection in a complex global environment, which we see as having distinct winners and losers.

    Investor Strategy News | 1st Jul 2022 | More
    Time for a reality check on 15 per cent super

    As the new Labor Government explores pathways to 15 per cent, the superannuation industry needs to examine whether that’s really in the best interests of members.

    Lachlan Maddock | 1st Jul 2022 | More