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11 April 2025
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Australia as best global model? 3 lessons from my trip, Montgomery on 5G, nervous investors, manager chats, super engagement and access, rate spreads.
My trip to Malta and Italy produced many great memories, but did I really enjoy the experience? As the Nobel Laureate says: “We go on vacations to a very large extent in the service of our remembering self.”
The coming of 5G will herald a communication and internet revolution, but the benefits to consumers and society will not automatically translate to huge profits for providers and suppliers. Who will win?
The recent fall in stock market prices worries many investors, but it is a normal part of exposure to shares. Nervous Investors need to understand how they think, set a plan and stick to it.
Contrary to historical norms, Australian sovereign bond yields are trading below those in the US. What are the implications for hedging and returns from bonds and will the differential be sustained?
Investors rarely ask fund managers the right questions, forcing a confusion between selling and investing. The relationship should focus on the long run and eliminate the luck and noise of short-termism.
Mercer says the nature of the workforce is changing and many part-time workers in the gig economy are excluded from super. It contributes to widespread disengagement and apathy towards super.
Most people think of super access in terms of age, but when life deals a cruel blow, the rules allow members early access subject to certain conditions. It's a valuable safety net.
Infrastructure assets usually benefit from long-term, stable and predictable cash flows, giving them defensive characteristics, with airports traditionally offering reliability even in difficult economic conditions.
This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now.
The ABS recently released figures which are used to determine key superannuation rates and thresholds that will apply from 1 July 2025. This outlines the rates and thresholds that are changing and those that aren’t.
The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.
With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.
With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.
The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today.