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Graham Hand

Future Fund’s latest asset changes as CEO moves on

The Future Fund made notable changes to its asset allocation during 2019 as it prepares for difficult markets. In holding a large proportion of unlisted assets, it claims less asset price volatility.

Just for Josh: Survey on attitudes to LIC fees

The LIC/LIT stamping fee issue is hotting up, as the Federal Treasurer sets up a snap 'public consultation' to help him. Take our survey and we will present the conclusions to Josh Frydenberg.

Duh! Of course geared funds won, but know the risks

Lists of the best funds of 2019 show geared funds dominate, which is little more than a statement that gearing does well in a strong market. What about the costs and downside when it's not so good?

Why good investing is like a healthy diet

It's the underlying nutrients in the foods we eat which determine if we have a healthy diet. Similarly, the underlying factors that affect our assets determine if we have a healthy portfolio.

Authorities reveal disquiet over LIC fees

Internal emails from the regulator released under an FOI request reveal warnings about advice conflict when selling fees are paid on LICs. Investors need to understand the consequences of the debate.

Advisers and investors in the dark on LITs and LICs

The Treasurer has announced a public consultation into whether advisers can accept selling fees on LITs and LICs to address potential conflicts and compliance with best interests duties.  

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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 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 digitisation, 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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