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22 April 2025
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Smart beta indexing, an Australian in US shares, property boom, mean reversion, cost of demanding dividend yields, and trend towards thematic investing.
Smart beta strategies are now common but they were a quirky idea when Rob Arnott set up his first fund. This veteran of US investing talks about asset allocation, demographics and the state of the asset management industry.
In part 2 of Who Wins? we look at an Australian investor holding US shares compared with an investment in the local market, plus the relationship between inflation and exchange rates.
By many measures, Australian housing is overpriced, largely due to the restricted availability of land and low interest rates. What can the Government and the Reserve Bank do to prevent a bubble from forming?
The 'buy-low, sell-high' mantra implies markets are mean reverting and periods of extreme negative returns are not likely to be sustained. Unfortunately, we find it hard to invest when markets are in the doldrums.
There’s nothing quite like receiving cash without having contributed any sweat or labour. But are dividends the best way for companies to reward their investors? What's happened to reinvesting for future growth?
Many of the world’s most serious challenges relate to secular forces such as population growth and productivity, and amid the problems will arise a wide range of investment opportunities.
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.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now?