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1 April 2025
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Private equity has had a stellar decade as low rates drove investors to search for higher returns in less liquid assets. Can inflows into the asset class continue? Can PE's outperformance versus public markets continue?
It might be intuitive to think shares are more resilient to the effects of inflation than other asset classes, but as Warren Buffett warned in 1977, it could work the other way.
The problem with successful long-term investing is the constant availability of financial data, media commentary, and the ease with which a portfolio can be traded. That’s where a change in perception can help.
When making decisions on your equity portfolio, try ignoring the noise of the financial media and concentrate on companies that will continue to generate high returns on capital.
With investors gravitating towards ‘safer’ equities for yield, the equity risk premium is playing an important role in the variance of earnings multiples between defensive and cyclical sectors of the Australian equity market.
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.