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22 February 2025
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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.
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.