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22 February 2025
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Wealth equals income minus ego. Here are three stories about how ego can affect decision-making, starting with how America once planned to nuclear bomb the moon, and some tips on how to tame overconfidence to become a better investor.
Investors should look beyond high-yield stocks to include dividend growers – ones that pay and consistently grow dividends. These stocks can more sustainably increase dividends and generate real long-term returns.
Despite recent woes, Magellan offers deep value at current prices. Almost half of its equity value is investments, including cash, and there's significant potential upside from its investments in Barrenjoey and Finclear.
The biggest crisis facing the world economy is a lack of cheap energy to drive economic prosperity and growth. The only realistic solution is nuclear energy, which underpins our 8% shareholding in Energy Resources of Australia.
Economic growth, profit growth and therefore dividend growth for Australia is fairly assured over the next decade and the opportunity for patient investors to benefit is greatly enhanced by recent price corrections.
The software bubble appears to have popped but not everyone is convinced. There are many lessons from the US shale boom that are broadly applicable to the recent software boom, and it doesn't bode well for tech companies.
The RBA and interest rate markets are underestimating inflationary pressures. Combined with a government intent on increasing wages, there's a risk of entrenching higher inflation in Australia compared to elsewhere.
Electric vehicles aren't going to be a large part of our transport future for at least the next decade, probably closer to three decades. There are significant environmental and cost issues that won't be easily solved.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
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 CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
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.
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.
It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.