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Home / Author: Benjamin R. Nastou, Derek W. Beane, Jonathan Perlman

Benjamin R. Nastou, Derek W. Beane, Jonathan Perlman

What performs best after peaks in market concentration?

US market concentration in large technology companies has captured investor attention. Here explores how this concentration compares to history and what typically follows periods of extreme concentration.

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Shares

Why I'm a perma-bull on stocks

Investors overestimate the risk of owning stocks and underestimate the risk of not owning them. In the long run, shares crush other major asset classes, yet it’s one thing to understand this, it’s another to being able to execute on it.

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Australia: Most listed stocks per capita and biggest gamblers in the world

Australia has more listed companies per head of population than just about any other country on earth – and many times more than the US. This explores why that is and whether it's connected to our well-known love for a punt.

SMSF strategies

Meg on SMSFs: Winding up SMSFs paying a pension requires care

It’s common to assume that once a member decides to wind up their SMSF, it should happen as quickly as possible. But sometimes slowing down can be important, particularly if there are pensions involved.

Property

Will house prices crash?

Absent much higher interest rates and or unemployment, a house price crash in Australia looks unlikely. However, a failure to boost affordability risks a further slide in home ownership and rising inequality.

Investing

Is the passive investing dream waning?

There are signs that passive investing is struggling to keep up in a world that's rapidly passing it by. To understand why, we need to talk about how private equity has revolutionised the investment landscape.

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What performs best after peaks in market concentration?

US market concentration in large technology companies has captured investor attention. Here explores how this concentration compares to history and what typically follows periods of extreme concentration.

Investment strategies

Why investors will continue to pay up for the US market and Mag 7

Recent volatility has reflected nervousness about tech stocks in the US and whether they can deliver returns on massive AI investment. With rates set to fall, these stocks and the broader US market should continue to find favour.

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