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16 April 2025
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The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?
Trump’s moves on tariffs, defence, and Ukraine, have awoken European Governments after a decade of lethargy. European small cap manager, Alantra Asset Management, says it could herald a new era for the continent.
A healthy couple entering retirement can expect at least one of them to live for 30 more years. What do the 30-year asset performance charts say about returns, ignoring the pessimism that the future will be worse?
My wife and I are back in Europe, 40 years after our first backpacking trip through the continent. Though we've returned many times in between, we reflect on what's changed about European travel, the good and bad.
History will show Europe was ill-advised to rely on Russian fossil fuels, and the energy crisis has delivered stark choices on climate change, government finances, inequality, inflation, politics and social cohesion.
To add to the world's problems, high inflation is exposing Europe's frailties and poorer nations have no independent monetary policies to help their economies. Core problems cannot always be kicked down the road.
Most global corporations' direct exposure to Russia is limited; however, rising commodity prices and supply chain disruptions will pressure consumer sentiment and raise inflationary risks.
In the 11th year of a bull market, near the end of the cycle, some type of correction is likely. Underneath is solid, healthy and underpinned by strong earnings growth, but there's less room for mistakes.
Italy is so weak economically, financially and politically that it poses an existential threat to the eurozone. Solutions to appease the crisis face political hurdles and a euro exit is possible.
Platinum's Kerr Neilson shares his insights into long term investing in global markets, especially the disruptive effects of technology and globalisation. And always with a focus on the price of a stock.
Australian investors may be wary of the European share market with Greece and Brexit in the news, but there's a good investment and diversification case, with access now made easier by Europe equity ETFs listed on the ASX.
Modern Greece faces an ancient dilemma: should it sail within reach of Scylla, the sea monster that lives in Brussels, to avoid Charybdis, the ‘sucking whirlpool’ that is the return of the drachma?
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 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.
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.