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22 July 2024
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Almost every economic data point or announcement can be interpreted as good news or bad news, which is confusing for investors looking for guidance. 'On the other hand' is a catchphrase of the dismal science.
The Matildas sold out stadiums and set television viewing records, thrilling millions of Australians who had never watched a football match before. Despite the excitement, few will now watch the domestic competitions.
During market dislocation events, investors react irrationally and it should be a great environment for active management. The last few years have been an easy ride on tech stocks but it's now all about quality.
Company results reported in February 2022 showed some cost increases but most enjoyed major revenue upgrades, especially in the commodity and financial sectors. Here are portfolio highlights from two fund managers.
The prospect of Australia's superannuation industry becoming larger than the domestic equity market, and expected merger activity among super funds, has raised concerns about common ownership and capital concentration.
Last November, the heads of four investment platforms identified the key themes they anticipated would guide investment decisions in 2021. With the year half over, we see how they’ve played out and check the outlook.
A back-to-basics explainer on the challenges arising from the impact of inflation on financial markets, reminding investors to hold some assets that act as a defence against rising inflation.
This month's look at innovations changing the world explores computer chips, cryptocurrencies, renewables, cybersecurity, robotics, mobility, alternative foods, finance ... there is no limit to human ingenuity.
A monthly look at innovations changing the world explores cornea transplants, cancer diagnosis, aging, AI, virtual and augmented reality, disinformation, mobility, space, environment, batteries ... there is no limit.
Biden is close but Republicans will likely hold the Senate. A split Congress has historically resulted in higher market returns. Investors should note that company earnings, not elections, drive the stock market.
Over the long term it doesn’t matter who is the President as the US has thrived under different presidencies and parties. At least as important for Australia is the deterioration of our China relationship.
Due to its illiquidity and higher risk, private debt as an asset class will not suit all investors. But for a patient investor with a longer-term horizon, private debt funds can provide a good risk/return trade off.
There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue.
Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.
A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.
The discounts on listed investment vehicles are at historically wide levels. There are lots of reasons given, including size and liquidity, yet there's a better explanation for the discounts, and why a rebound may be near.
The best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment strategy that won’t be swayed by short-term market gyrations.
The life expectancy tables used throughout the financial advice and retirement industry have issues and you need to prepare for the possibility of living a lot longer than you might have thought. Plan accordingly.