NewsBite

Robin Bowerman

August 2022

Research highlights the widening gap between the cost of delivering advice and what investors are prepared to pay.

What would you pay for financial advice?

All eyes are on an end of year review where the challenge will be striking a balance between consumer protection and more affordable advice.

November 2021

The modelling also highlighted the long-term financial pain of being panicked by a market event and withdrawing for a period of time.

The two things guaranteed to grow your portfolio

Staying invested for the long term and a small increase in annual contributions can double your money over 25 years.

October 2021

A successful retirement plan mitigates the risk and behavioural factors that are controllable.

For a blue-chip retirement consider these 4 factors

The pandemic has created more uncertainty, so extra care needs to be taken with asset allocation and handling volatility.

May 2021

While there’s always risk involved in investing and it can never be a sure bet, it is more conducive to creating wealth than speculating.

Why you need to work out whether you’re a gambler or an investor

Trading based on short-term market movements shares more characteristics with sports betting than it does with investing – including the likelihood of loss.

March 2021

Warren Buffett: “Bonds are not the place to be these days.”

Why Warren Buffett is wrong on bonds

Portfolios with the cushion of investment grade bonds have had a smoother ride of the pandemic investing journey.

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February 2021

While it is not up for debate that the Australian super system is world class in many ways, there is always room for improvement.

Why benchmarking will be good for all super funds

The challenge is developing a scoring system that provides a straightforward comparison of a fund’s performance.

January 2021

None could have foreseen a global health pandemic that would culminate in the most pronounced economic shock in nearly 10 decades.

How the pandemic highlights the perks of staying invested

Lessons from 2020 include ignoring short-term noise if you're happy with your risk tolerance, keeping a watch on costs and not to be surprised by volatility.

November 2020

People at or near the point of retirement face sequencing risk.

New approach for retirees after pandemic

What steps to take to adjust to lower returns and a changing outlook.

August 2020

A carefully considered strategic asset allocation protects investors from volatility.

Asset allocation as a guiding light

Without the fundamentals in place, investors lean too heavily towards assets based on short-term performance and let current conditions blow them off course.

June 2020

For people saving for retirement, a market downturn is often a good thing as it allows them to pick up more assets for the same dollar amount of savings.

Investing during a recession can pay off handsomely

History shows equities actually do better during a recession than conventional wisdom would have you believe.

April 2020

The rate of increase in new Australian infections is slower than most of our peers.

$A lows a reminder to review hedging

For Australian investors, currency risk is a real consideration – especially in times like these.

January 2020

Broad geopolitical uncertainty and flat wages growth domestically are expected to generate a below-trend growth rate of around 2.1 per cent.

Temper investment expectations in 'decade of uncertainty'

With growth faltering globally and in Australia, keep a diversified portfolio and a long-term perspective.

October 2019

When sharemarkets fall further and further, the steady, secure returns that bonds have traditionally offered become incredibly appealing to investors around the globe.

Why bonds still matter in a low interest world

At a time when investors are concerned about equities being overvalued, the prospect of near-zero returns is a lot more appealing than a significant downturn in shares.

Original URL: https://www.afr.com/by/robin-bowerman-p4yvlp