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5 March 2025
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Following on from last week's article about the need for 'fun' in investing, a bit of money to shoot for the moon can be investors’ pressure relief valve and stop people tinkering with their main portfolio.
When it comes to doing your homework on Exchange Traded Funds, understanding index construction is indispensable and the ideal way to find best-of-breed funds for your portfolio.
With the arrival of the new year, the first members of ‘Generation X’ turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and our retirement system ready for the transition?
Our retirement income system has too many rule changes, too many options, poorly explained and then seemingly at odds with each other when decumulation kicks in. Key experts weight in on how to fix the mess.
Warren Buffett's annual shareholder letter has been fixture for avid investors for decades. In his latest letter, Buffett is reticent on many key topics, but his actions rather than words are sending clear signals to investors.
This is probably the most interesting earnings season in my 20-odd-year career, with share prices meaningfully diverging from earnings and prospects. It’s reflected all the greed and fear of investor behaviour.
The 2015 Paris Agreement is in jeopardy after the withdrawal of the US and Trump announcing plans to bolster fossil fuels production. It has significant implications for the push towards net zero emissions, including for Australia.
A new capital cycle is upon us and instead of funding dividends and buybacks, many companies are funding tangible projects. This could result in a whole different set of stock market winners and losers.
Several macro tailwinds seem to have gathered behind high quality commercial properties. Meanwhile, a fresh wave of domestic capital could see more competition for deals and support values in one asset class especially.