Going defensive: Option strategies

A combination of bank shares plus put options to protect against a fall in the value of those shares looks attractive at the moment.  Grossed-up dividend yields are very high and the price of options on banks shares are relatively low.  That is a happy combination, especially for SMSF investors.

Robo-advice

Robo-financial advice is an idea that is as old as the web itself.  Vanguard had plans for a robo-advice product in 1999. Now there is a new surge of energy in this space with a large group of fintech startups going after the opportunity. Imagine that you were building a robo-advice product, then what would your […]

Inflation is the only way out: Part I

Many economists believe that an extended period of inflation is ultimately the only way out of the low growth aftermath of the GFC. Moreover, the measures needed to stimulate inflation, such as: quantitative easing, negative interest rates, higher inflation targets and commitments to \’do whatever it takes\’, are blunt instruments. Therefore, a degree of overshooting […]