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It's never been more difficult to be an investor: Bridgewater's Lele

In a world of ultra-low bond yields, a decades-long equity rally which is unlikely to continue and with inflation looming, diversification is more important than ever but has never been more difficult to achieve. ....

Brad Bugg , Aron Pataki , Bridgewater Portfolio , Atul Lele , Investment Magazine , Absolute Returns Conference , Newton Investment Management ,

How tax hikes, carbon tariffs and inflation affect Aussie investors


How tax hikes, carbon tariffs and inflation affect Aussie investors
Lewis Jackson  |  30 Apr 2021Text size  
  
A hike in capital gains tax in the US, higher corporate taxes globally, carbon tariffs and ambitious emission reductions targets. The deluge of recent policy announcements may seem far away to Australian investors but the future arrives quickly and can transform portfolios.
Morningstar spoke to tax lawyers, portfolio managers, equity analysts, and economists to understand these developments and what they mean for the Australian investor.
Higher US capital gains taxes only a short-term bump for markets
A proposed increase in US capital gains tax could cause short-term volatility in equity markets but is unlikely to linger, says Brad Bugg, head of multi-asset strategies at Morningstar Investment Management. ....

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