Articles - Retirement

  • Retirement

    High yields may ignore fundamental weakness

    Anton Tagliaferro11 October 2016

    Investors chasing high yielding stocks without considering the fundamentals risk falling into the ‘income trap’, where weak businesses are eventually forced to reduce their dividends.

    Read article >
  • Retirement

    Drawing Parallels between the Euro Championship & Equity Income Funds

    IML03 July 2016

    The European Football Championship is currently in full swing. In the spirit of fun, for this month only we thought we would look for a correlation between the historical success (or failure) of teams within the Euro and the building of an Equity Income portfolio. It made for some interesting analysis and comparison!

    Read article >
  • Retirement

    Retirees must avoid yield illusions

    By Darin Tyson-Chan, Financial Observer28 October 2015

    Senior Portfolio Manager, Jason Teh comments on on the importance of the capital stability of particluar stocks for individuals looking to Australian equities to provide an income stream in their retirement.

    Read article >
  • Retirement

    More to it than 'homes and holes'

    Vita Palestrant16 December 2014

    Anton Tagliaferro, Investment Director, says most of the top 20 are good-quality stocks but offer too little diversification. Diversification beyond the top 20 stocks reduces the risk. 

    Read article >
  • Retirement

    Sequencing Risk: Pre and Post Retiree Dilemma

    Jason Teh02 May 2014

    Sequencing risk is one of the biggest financial risks faced by retirees because it is a major cause of longevity risk: the risk of outliving one’s savings. If this risk is not managed properly it may lead to dramatically different retirement outcomes. Senior Portfolio Manager, Jason Teh, has written an insightful piece on the risks of capital loss during the later part of the accumulation phase. 

    Read article >