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Graham Hand

'Wealth of Experience' podcast and ASA webinar on ETFs v LICs

Peter reveals some top stock picks with an emphasis on long-term assets like Sydney Airport, Graham discusses spending in retirement and valuing assets, the key to Amazon, guest Andrew Lockhart and plenty more.

Investing is like water, but what the hell is water?

Markets always deliver delusions and manias, but there's something unique now. Investors do not speak a common language at a time when there's more money for speculative ideas than ever. Check the water.

New episode of 'Wealth of Experience' podcast

The second episode of our fortnightly podcast, Wealth of Experience, with Graham Hand and Peter Warnes is now available, covering FY record returns, retirement income, Telstra, loan repayments and super performance.

Warning about timing of investments in ETFs and trusts

Investing in ETFs and unit trusts just before a distribution may see a portion of your capital returned to you in the form of taxable income, which may be a poor outcome for your returns.

Demographic destiny: a snapshot of Australia in 40 years

Every five years, we receive a snapshot of what Australia may look like in 40 years. We will live longer with more spending on health, pensions and super but with fewer workers. Where will 40 million people live?

Jane Hume shakes up super, but what will it achieve?

The Government calls 'Your Future, Your Super' the most significant reforms since the start of compulsory super. Stapling has benefits and we should remove poor funds, but performance comparisons are difficult.

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The challenges with building a dividend portfolio

Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.

Retirement

How much do you need to retire?

Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.

Economics

Why a deflationary shock is near

Strategist Russell Napier says central banks have lifted interest rates too far and a deflationary shock is coming. He believes Governments will react radically and that investors should avoid bonds and US stocks, and own more gold.

Economy

Federal budget forecast errors need greater scrutiny

The discrepancies that are appearing between Treasury budget forecasts and actual outcomes need closer examination. The inaccurate forecasts are impacting economic projections and investment decisions.

Investment strategies

A reluctant investor’s guide to understanding bitcoin

As every aspect of our lives has been transformed by digisitation, the changing nature of money and currencies should come as no surprise. But while bitcoin is here to stay, many investors still lack a clear grasp of what it is. 

Investment strategies

Unearthing small and mid-cap gems

Small and mid-cap companies aligned with long-term trends like security, climate and digital media can offer compelling growth opportunities. Here are three US stocks that are set to take off in 2025.  

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Decoding the DNA of exceptional companies

Successful companies depend on management decisions, with bold choices, long-term vision, and calculated risks driving growth. Luxury brand, Hermès, exemplifies this, resulting in it creating immense shareholder wealth. 

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