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27 February 2025
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Consensus expectations have finally centered on a long-term outlook characterised by tepid growth and inflation, but there is risk that a cyclical rebound in economic fundamentals could cause a market repricing, ultimately mistaking ‘the trend for the cycle’.
As we head into the end of the year, many parents are thinking about the onset of school fees and how to afford them.
The e-commerce giant’s entry into the Australian market has been a constant source of discussion for several months, and the likelihood of a large disruption for our local retailers appears to have already been priced in.
The essential service nature and large environmental footprints of infrastructure assets make sustainability considerations a vital part of doing business.
A large part of the return from investing in emerging market assets comes from currency exposure. However, Australian dollar investors typically lose out on this due to the economic links between Australia and Asia, and the impact of changes in commodity prices.
It’s been over 12 months since BetaShares launched a range of ETFs providing Australian investors with exposure to portfolios of sector specific global companies in a single ASX trade.
SMSFs primarily invest in three asset classes – cash, domestic shares and direct property. Commentators often suggest that home bias – a behavioural trait of investors who disproportionately prefer more familiar domestic assets – is responsible for the lack of international asset holdings in SMSFs.
How should an investor allocate across active and passive investments? It’s a challenging decision with many components. In the absence of a structured decision-making process, investors are left making arbitrary decisions based on implicit assumptions.
The Australian ETF industry grew by over $1 billion this month, with the industry rising to a fresh record high Total industry funds under management at the month end was $32.0 billion, a growth rate of 3.5% or $1076 million for the month.
Starting and running an SMSF can be a great way to build wealth for the future, but it also comes with some serious responsibilities.
Despite small gains in balances, investment returns will be lower for longer and many SMSFs are further away from achieving their retirement goals than previously.
Australian investors, as young as 18, are turning to the sharemarket in record numbers to build their wealth, according to new data released by nabtrade.
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.
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.
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.
The capital gains tax main residence exemption is no longer 'fit for purpose', due to its inequities, inefficiency, and complexity. Here are several suggestions for adapting or curtailing the concession.
Strategist Russell Napier says central banks have lifted interest rates too far and a deflationary shock is coming. He believes Governments will react radically and investors should avoid bonds and US stocks, and own more gold.