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22 April 2025
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There's been a surge of interest in overseas equities as the Australian market lags. This explores various approaches to determine the best allocation of international equities within a long-term investment portfolio.
Who will emerge as the largest multinationals in the decades to come? There's a fair chance they won't come from the West - here is a look at why this is, and the three stocks that could become global powerhouses.
The decision whether to hedge your international equity portfolio can impact your investment over the short and medium term, but an analysis of the data shows that currency impact over the long term is negligible.
The ATO's data on SMSF asset allocation is as much as 27 months out-of-date and categories such as cash and global investments are reported incorrectly. We should question the motives of some who quote the numbers.
SMSFs are continuing to use the ASX20 as a bargain buy, but are also diversifying into mid caps and international shares via direct investments, ETFs and LICs.
Many investors in global portfolios overlook the currency exposure and should consider leaving hedging decisions to specialists. There is no single optimal hedging strategy as conditions vary over time.
Some global index calculations understate the performance of the portfolio, making it easier for fund managers to outperform. Investors should know this and manage the consequences.
Investing in global opportunities allows a portfolio to benefit from trends and industries that are not available in Australia, and even when a company is listed here, it may be cheaper overseas.
The soon-to-be-listed Future Generation Global Investment Company delivers on numerous fronts. It offers an appealing structure for investors while benefiting needy charities, but there are a few points to watch.
According to the ATO, SMSFs only hold 0.5% of their portfolios in global shares, despite the institutional average being over 20%. A closer look at the ATO data sources reveals that this statistic is most unreliable.
With recent volatility in the value of the Australian dollar, investor attention is drawn to the topic of currency hedging. What impact does currency have on an international equity portfolio for an Australian investor?
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?