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Showing 101 - 110 of 159 results for "Theory"

Treasuries - safe but not so rewarding

BENJAMIN ONG  |  MONDAY, 25 MAR 2013
... to get to zero, the annualised return declines to 6.4% and to only 4.2% in five. Could US 10-years get to zero? Yes, in theory. But as 'Timely Portfolios' pointed out, bond yields in Japan, with its "extended deflation in which stocks and real estate ...

Bond investors beware interest rate risk

MARK SMITH  |  FRIDAY, 1 MAR 2013
... deputy chief investment officer Tom Parker, authored the report. In it they warned of 'major holes' in the great rotation theory and urged investors to take steps to mitigate the inherent risks still lurking in many fixed income portfolios. Chief among ...

Life-cycle funds boost retirement income: Mercer

MARK SMITH  |  TUESDAY, 4 DEC 2012
... of years of income in retirement and with a lower probability of a negative return leading up to retirement. While the theory is straightforward, Anderson says implementation can be complex, as products must be tailored to the needs of each super fund ...

Pick your poison

BENJAMIN ONG  |  WEDNESDAY, 26 SEP 2012
... dare say that since the S&P 500 index bottomed on 9 March 2009, it has been on a bull run. That's if you believe the Dow Theory of course. It states that a bull market is where new highs surpass previous highs and new lows are higher than the previous ...

Keynes & Riccardo on display

BENJAMIN ONG  |  WEDNESDAY, 1 AUG 2012
... Maynard Keynes) "Paradox of Thrift". It's also proving David Riccardo's theorem. In simple terms, the Riccardian equivalence theory posits that it does not matter how the government finances its spending - issuing bonds or raising taxes - the effect ...

Benchmarks stop us thinking: AXA IM

BEN COLLINS  |  TUESDAY, 31 JUL 2012
... Managers (IM), said the complex 'real world' does not align with the modeling world that many investors use and, despite the theory, markets do not seem to behave in an efficient manner. Rather than tracking indices, Gardner said investment managers ...

PM rejects lifting retirement age to 70

ALEX DUNNIN  |  FRIDAY, 8 JUN 2012
... out of the work force through veiled discrimination, and lifting the retirement age would only make it worse. "Forget the theory and deal with the realities of today,'' he said. "Currently workers over 50 are competing on an uneven playing field."

Report questions infra investment

MELANIE TIMBRELL  |  TUESDAY, 10 APR 2012
A study debunking the theory of infrastructure underinvestment in NSW has highlighted the gap between inefficiencies in public sector funding and private sector finance levels. An audit report commissioned by the Premier Barry O'Farrell found NSW infrastructure ...

Behavioural finance pop quiz helps advisers communicate

ALISON BEVEGE  |  MONDAY, 22 AUG 2011
... then emailed to both client and adviser. Matt Linnert, co-founder of innergi, said there were challenges in converting the theory behind behavioural finance into practical models suitable for planning practices and their clients. "We look at deep and ...

Black swans test strength of portfolio construction

ALISON BEVEGE  |  MONDAY, 15 AUG 2011
... says." "In real life things are not normally distributed." This fat tail risk represents a limitation for modern portfolio theory and Robinson said it was a problem for model assumptions. Another problem for asset allocations is that correlations between ...