Dear %%first_name%%,
If Charlie Aitken were a betting man he would have lost a lot of money over the past 12 months. That’s because nobody anticipated the drop in US bond yields – that doesn’t usually happen when a country has a growing economy like the US does.
Closer to home and Charlie believes that Challenger is a good play on a strong structural theme, due to its basic monopoly in annuities. Also today, we have Tony Featherstone take a forensic look at Coca Cola Amatil – there’s a little bit of fizz back in the old giant.
And Olivia Long, one of our first My SMSF contributors and one of the best, if you don’t mind me saying, is back with an updated version. Her SMSF has grown over the past 18 months and she’s taking a slightly different approach to asset allocation.
Tony Negline looks at what the repeal of the Future of Financial Advice reforms means for the punters like you and me and Questions of the Week examines US dollar exposure and the Wesfarmers return of capital.
Sincerely,
Peter Switzer