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22 April 2026
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Crowding into US technology stocks got to such extreme levels that a rotation out of them was inevitable. That rotation has a long way to run at some point, and the big winners will come from hitherto overlooked asset classes.
For decades, it’s been a truism that taking greater risks with stocks should equate to higher returns. New research casts doubt on that and suggests investing in ‘boring’ stocks and industries may be a better bet.
The Retirement Income Covenant mandates super funds create retirement strategies, but progress has been uneven, leaving retirees underserved. Retirement licensing could enforce standards and improve outcomes.
Australian bank stocks have had a stellar 12 months, prompting many investors to suggest now would be a good time to sell them. Yet the Big Four remain in a strong position that suggests a more nuanced outlook is needed.
High bond-equity correlation suggests increased overall portfolio risk, making greater fixed income allocations crucial for managing volatility. While bonds no longer diversify portfolios as much, elevated yields make them attractive.
Since the 1970s, whenever positive economic growth and disinflation have joined forces, they've produced good conditions for equities, particularly for companies with pricing power. It bodes well for markets going forward.
Small companies have been getting a lot of attention lately, as the equities rally this year extends beyond mega caps. Here is a look at the opportunities for Australian investors in this new environment.
Stay on top of the latest changes to superannuation rates and thresholds for 2026, including increases to transfer balance cap, concessional contributions cap, and non-concessional contributions cap.
The Strait of Hormuz closure due to US-Iran conflict severely disrupted global energy supply chains. While various emergency measures mitigated the crude impact, the refined product market faces unprecedented stress.
The 20 years after Peter Costello left Treasury have been deemed wasted...by Peter Costello. The missed opportunities for Australia began long before.
With the upcoming budget increasingly likely to include bold proposals to alter the tax code I’ve outlined three incremental steps with fewer unintended consequences.
Retirement planning is more than just saving enough money. Long-term care needs, housing choices, and social networks are just as critical for a happy and enjoyable life.
The perceived underperformance of LICs compared to ETFs is due to existing comparison data excluding crucial information, highlighting the need for proper assessment and transparent reporting.