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Graham Hand

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ATO confirms SMSF global allocation “strongly understated”

Delving into how ATO statisticians compile SMSF data on allocations to global equities shows the information has been misinterpreted. SMSFs are still underweight global, but not as much as analysts claim.

What are all these fintech startups actually doing?

There is healthy activity in fintech startups across Australia, and many new businesses will come to market in the next few months. What did the audience think when they saw 31 such businesses present in rapid-fire?

Why are reverse mortgages unpopular?

Using the equity in the home to supplement retirement income is worth considering for certain people, so why are banks dropping reverse mortgage products and why do so many retirees feel it's not for them?

Listed bonds finally reach retail investors

It has always been an anomaly of the Australian financial system that retail investors have not had ready access to high quality corporate bonds. Listed XTBs address this, with floating rate notes also coming soon.

Latest Updates

Economy

Making sense of record high markets as the world catches fire

The post-World War Two economic system is unravelling, leading to huge shifts in currency, bond and commodity markets, yet stocks seem oblivious to the chaos. This looks to history as a guide for what’s next.

Australia’s generous housing subsidies face mounting political risk

Mark Carney has spoken of a rupture in the rules based system that has governed the world since 1945. That rupture means nations like Australia will need to boost defence spending and find savings elsewhere.

Shares

Finding yield on the ASX

With ASX dividend yields now below government bond yields, investors face an upside-down market where income is scarce, growth is muted, and careful selection of bond-like stocks has never mattered more.

Investment strategies

Digging for value among ASX miners

ASX miners are back in favour after playing second fiddle to banks for years. Is it too late to get in? Here are some thoughts on the large caps such as BHP and Rio, and the hot gold mining sector.

Gold

It’s economic reality, not fear-based momentum, driving gold higher

Most commentary on gold's recent record highs focus on it being the product of fear or speculative momentum. That's ignoring the deeper structural drivers at play. 

Investment strategies

Asia in 2026: Riding AI, reform and a shifting global order

Tariff turmoil tested Asia, but AI leadership, policy easing and reform momentum are restoring investor confidence and strengthening the region’s outlook for 2026. 

Investment strategies

Investors beware: Bull markets don’t last forever

New research explains why high valuations, low dividends and bullish sentiment rarely coexist with strong long-term returns after extended bull markets. 

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