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11 April 2025
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The received wisdom that investors should “take a long-term view” is as well-worn as it is simplistic. Because while the long run matters, when it comes transition materials, there’s also a strong case for a bit of constructive myopia.
Demographics influence economies and stock markets, but other factors like technology and policy can overshadow their impact. Diversifying across income-producing assets can help mitigate demographic-driven challenges and build wealth.
AI is affecting ever expanding fields of human activity, and the way we invest is no exception. Here's how investors, advisors and investment managers can better prepare to manage the opportunities and risks that come with AI.
SMSFs offer unlimited investment flexibility and most trustees make their own decisions but the majority of investments fall into five categories. There remains a strong home bias despite global opportunities.
When investors focus on the EV revolution, not enough think about the investment opportunities with the 'E'. The charging infrastructure underpins the whole sector and will undergo its own revolution.
It is a tough time to be investing in growth stocks but there may be ways investors can take advantage of lower prices and be well positioned when the market and interest rates return to normality.
Global companies offer investment opportunities not available on the ASX. Coming out of COVID, strong trends are accelerating or reversing, creating potential on both the buy and sell sides of a long short fund.
Climate-related companies will experience exponential growth driven by consumer demand and government action. Investors who identify the right companies will benefit from four themes which will last decades.
COVID-19 pushed many SMSF trustees to change their asset allocation, but some of the adjustments are surprising. In the GFC, there was a surge of new SMSFs as investors lost confidence in fund managers to protect them.
With the short-term focus on the pandemic and speculation about vaccines, it's refreshing to journey to 2030 and imagine the long-term changes coming on the investment horizon.
Appetite for margin lending is improving but demand remains a fraction of its peak in 2007. While some advisers and clients may reengage with better products, they are subdued in their outlook for shares.
Two strong trends at the moment centre around our increasing addiction to the selfie and online gaming. These major global themes also have related investment opportunities.
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.