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22 January 2025
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At a time when Australia is worrying about the loss of manufacturing jobs, Denmark's gold-medal economic recovery since the GFC has some interesting policy implications for us.
In some countries, stock markets have already surpassed their pre-GFC peaks. There are some surprising winners, and Australia lags despite our recent economic growth being the best in the developed world.
Surely it's a truism that economic growth, earnings growth and growth in stock prices are directly related. When you look over the last three decades, the real world appears quite different.
A pictorial look at how the main developed and emerging stock markets fared in a post-GFC world, with an unfashionable conclusion. Which countries came out on top, and which were best avoided?
Cuffelinks has added a new monthly feature, the 'Market Monitor', a review of economic conditions in major global markets plus an estimate of long term value across a wide range of asset classes.
As we near the end of 2013, it looks like this year has been a repeat of 2012 for shares in the major developed world stock markets - high returns plus super-low volatility.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Whichever side of the debate you sit on, you should challenge yourself by considering the alternative.
Negative gearing allows investors to deduct rental property expenses, including interest, from taxable income, but its tax concession status is debatable. The real issue lies in the favorable tax treatment of capital gains.
Trump's election has turbocharged US equities, but can that outperformance continue? Expensive valuations, rising bond yields, and a potential narrowing of EPS growth versus the rest of the world, are risks.
Untangling assets after a broken relationship can be daunting. But approaching the situation fully informed, in good health and with open communication can make the process more manageable and less costly.
Unlike their peers in the US and UK, policy makers in Australia haven't faced a bond market rebellion in recent times. This could change if current levels of issuance at the state and territory level continue.
Retirement village contracts often require significant upfront payments, with residents losing control over their money. While they may offer a '100% share in capital gain', it's important to look at the numbers before committing.