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What does a global investor think of the consequences of war, changing investment opportunities, building portfolios, good and bad stocks and why obstinacy amid short-term trends is a positive attribute?
Global exchange and derivatives company, Cboe, recently acquired the local ASX competitor, Chi-X. Its CEO explains what global capabilities it brings and why you may already trade through Cboe without knowing it.
Stephen Jones is the Shadow Minister for Financial Services and Superannuation, and if Labor is elected, he is likely to become the Minister. What do we know about him? This is an edited transcript of his views.
Apparently, Listed Investment Companies trading at a discount to NTA are both the best and worst of worlds. They are either exciting opportunities or not in the best interests of investors. Which is right?
Howard Marks writes a regular letter to his clients, but he realised he had not addressed the selling decision. We hear about people who claim they picked a market top but when do they reinvest to enjoy the upside?
The costs of owning an apartment for short-term rental consume most of the income, leaving uninformed investors blind to actual returns until the statements roll in. The practice of marketing gross yields is misleading.
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.