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7 February 2025
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We may have been extremely unlucky with the unforgiving weather plaguing the East Coast of Australia this year. However, on the economic front we are by many measures in a strong position relative to the rest of the world.
Buoyed by Australia’s response and emergence from the pandemic and recession, the negative short‑term economic costs and disruption do not detract from the longer‑term positive case for Australian equities.
In repositioning a portfolio to this new environment, focus on companies with balance sheet strength and less investment market and consumer sensitivity. In any crisis, there are victims and beneficiaries.
If the RBA starts cutting rates, many believe house prices will rebound strongly. Yet, the numbers on affordability suggest prices can’t rise much further without making housing impossibly expensive for most Australians.
How do you start accessing your super funds when you stop working, or maybe even before you stop working? This covers the basics, including how to switch your super accumulation account to an account-based pension.
The capital gains tax main residence exemption is no longer 'fit for purpose', due to its inequities, inefficiency, and complexity. Here are several suggestions for adapting or curtailing the concession.
In 2024, markets were buoyed by decent economic growth and US rate cuts, even as valuations became stretched. This year, more resilient portfolios may be needed to tackle risks from higher bond yields and market concentration.
What are the implications of ‘Big Super’ for our economy, financial markets and population? New research looks at the beneficial, detrimental and debatable aspects, spanning current impacts and potential future developments.
What we know about DeepSeek so far could be a mixed bag for data centre owners like Goodman Group. However, it's worth remembering that AI adoption isn't the only thing that matters to the industry's outlook.
Last year, gold surged 38% higher in Australian dollars, fuelled by investment demand and global risks. This year's outlook suggests potential for continued gold strength amid geopolitical uncertainties and currency vulnerabilities.