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1 April 2025
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There's been much talk about how only a few stocks, propelled by the AI mania, have driven most of the S&P 500's gains this year. Yet a new report finds a similar trend in Australia, though there are some silver linings.
Unlike most other superannuation funds, UniSuper hasn’t piled into unlisted assets. Because of this, it has extra cash on hand and is taking advantage of opportunities opening up as rate hikes crunch economies.
Australia should break away from the dogmatic belief that the RBA must be independent of Government. How can it be, when the RBA is the country's largest single creditor, owning around 40% of government debt?
Should you bring your children into your SMSF? It's a complex issue that's likely to be different for everyone, though here are some considerations before making a decision - one that hopefully satisfies all parties.
Macroeconomic indicators suggest that the US is in the last stage of the economic cycle with a recession likely by the end of 2023. There are five assets that can help insulate your portfolio if a downturn takes place.
Famed investment manager, Howard Marks, believes each investor should have a notion of the right balance of aggressiveness and defensiveness for them. Marks reveals he's positioned defensively given current market risks.
Who will emerge as the largest multinationals in the decades to come? There's a fair chance they won't come from the West - here is a look at why this is, and the three stocks that could become global powerhouses.
Global asset owners have historically allocated capital to two distinct equity asset classes: global large cap and/or global small cap. There's a good argument for a small-midcap fund to be part of investor portfolios.
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 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.
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.
With the arrival of the new year, the first members of ‘Generation X’ turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and our retirement system ready for the transition?
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.
Warren Buffett's annual shareholder letter has been fixture for avid investors for decades. In his latest letter, Buffett is reticent on many key topics, but his actions rather than words are sending clear signals to investors.