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Lisa Uhlman

Lisa is editor of The Inside Investor and has extensive experience covering legal and financial services news.

Lisa Uhlman results

Rising rates and retirement: The biggest investment stories from 2023

At the close of another tumultuous year for markets, our most-read stories show readers were interested in the effects of higher interest rates, as capital protection and income security gained importance amid cost-of-living concerns.

Lisa Uhlman | 20th Dec 2023 | More
‘The golden age of retirement income’: All engines firing for fixed interest

The last few years have been challenging for markets, but they’ve also reset the playing field for fixed interest. For those seeking income and capital protection in the event of an equities downturn, particularly retirees, it’s time to revisit credit, says Bentham Asset Management’s Richard Quin.

Lisa Uhlman | 20th Dec 2023 | More
4 key challenges will define 2024, with room for some optimism: AMP

The financial services giant’s top economists look at the risks that dominated markets this year and how they’re likely to evolve in 2024, warning that the new year could be a “rougher and more constrained ride” compared with 2023.

Lisa Uhlman | 20th Dec 2023 | More
Super funds, banks to offer ‘new class’ of financial advice under proposed reforms

To fill Australia’s financial advice gap and empower better financial and retirement outcomes for millions, the government’s plan will create a “new class of advisers” from the institutional ranks to provide simple advice to customers. Industry groups have applauded the move.

Lisa Uhlman | 13th Dec 2023 | More
Australians preparing to retire with record debt levels, longevity fears

Nearly nine in 10 older Australians believe they’ll still be paying off a mortgage when they retire, and most are preparing for lifestyle downgrades, as new AMP research shows rising household debt levels are threatening the “Australian dream”.

Lisa Uhlman | 13th Dec 2023 | More
  • Most billionaires now inherit their money, as great wealth transfer begins

    It’s the first time in nine editions of the UBS Billionaire Ambitions Report that the ultra-rich inherited more money than they earned through entrepreneurship, suggesting the $68 trillion intergenerational wealth transfer is already well under way.

    Lisa Uhlman | 13th Dec 2023 | More
    It’s time to make retirement work for Australians, Labor says. Are we ready?

    The government’s move to shift Australia’s superannuation system to a focus on the retirement phase might be a big ask for a population long focussed on accumulation. But it’s a necessary one, as most retirees don’t fully grasp how to make their golden years work for them.

    Lisa Uhlman | 6th Dec 2023 | More
    To tap the US tech boom, a quality approach helps filter out the froth

    Focussing on the quality of a company and how it’s likely to perform is a key part of a high-conviction strategy, says fund manager Claremont Global. It’s also a useful strategy for investors who want access to the AI-fuelled tech phenomenon in the US without getting caught up in the noise.

    Lisa Uhlman | 6th Dec 2023 | More
    ‘Alarming precedent’: SMSF group urges crossbench to reject super tax bill

    The proposed tax on super balances exceeding $3 million is still flawed and should not be legislated in its present form, the peak body representing self-managed superannuation funds said, imploring Senate cross-benchers to ice the bill.

    Lisa Uhlman | 6th Dec 2023 | More
    Compounding, growth, no ‘silly mistakes’: Investing tips with Shane Oliver

    Investors today have no shortage of worries to keep them up at night. According to AMP’s chief economist, it’s an ideal time to revisit some crucial investment principles that can help protect capital and provide peace of mind.

    Lisa Uhlman | 29th Nov 2023 | More
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