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Don Stammer

Why Australians love dividends and franking

Australians love owning dividend-paying shares, especially with the added benefits of franking credits, and the rewards from owning shares should not be judged in terms of price movements in isolation.

Investor sentiment can be highly misleading

Statistics measuring investor sentiment are often flawed but the market's reaction to such statistics is even more misguided. It's likely that shares will be sold more than justified when rates rise.

How will the global slowdown in productivity affect investors?

Productivity growth has slowed, and if it persists, it's another sign that future investment returns will disappoint and fiscal imbalances will persist. There are strategies that might counter the worst effects.

Five lessons from the recent turbulence in share markets

Learning about investing is a long journey and the recent period of market turbulence offers valuable lessons in the way markets behave.

Slowing productivity and its impact on investors

Investors need to be aware of what’s happening to productivity and how this will affect future returns and the affordability of tax-payer funded pensions, especially if company profits fall.

Investors are too relaxed about inflation risks

It's too easy to think the future will be a simple extrapolation of the recent past. Just because inflation has been well under control in recent years doesn't mean we should ignore the inflation risks.

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Investment strategies

The perfect portfolio for the next decade

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.

Shares

The case for and against US stock market exceptionalism

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.

Taxation

Negative gearing: is it a tax concession?

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. 

Investing

How can you not be bullish the US?

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.

Planning

Navigating broken relationships and untangling assets

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.

Beware the bond vigilantes in Australia

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

What you need to know about retirement village contracts

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.

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