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20 April 2025
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Peter Warnes on 2024 ASX opportunities, East 72's Andrew Brown on why he likes owners with 'skin in the game', including Manchester United, and VanEck's Jamie Hannah explains the increasing popularity of smart beta.
Brandywine Global's Richard Rauch warns of US and global recession risks, Vanguard's Duncan Burns on building a simple, effective investment portfolio, and Peter Warnes on the Australian market outlook for 2024.
Charter Hall's Steven Bennett talks through commercial property's challenges and opportunities, Schroders' Rainer Ender on private equity's bright spots, and Peter Warnes on how RBA hawkishness will impact rates and the economy.
Airlie's Matt Williams on recent investments in ResMed and Orora, The World Gold Council's Joe Cavatoni on the rise of digital gold, and Peter Warnes chides investor complacency given economic and market risks.
Special guest, UniSuper CIO John Pearce, on where he's putting money, Peter on how today's events bear similarities to those before the financial crisis, and Graham updates us on the latest developments in LICs.
James Gruber looks at the investment art of doing nothing, Graham Hand wonders why people are paying tax by not starting a super pension, and Peter Warnes predicts a protracted global recession starting mid-next year.
Noel Whittaker on all things retirement, including SMSFs, super, estate planning, and aged care, Graham discusses why LICs are choosing to close, and Peter looks at the bond market carnage and implications for the ASX.
First Sentier's Rudi Minbatiwala explains how to get growing ASX dividend income, Graham on investing for free (ish), and MFS' Anne Marie Bernard on incentivising fund managers and preventing stars from jumping ship.
Ophir Asset Management's Andrew Mitchell on lessons learned from managing money over the past decade, Graham on the next targets to redistribute wealth, and Peter with the reporting season's highs and lows.
Featuring Platinum Asset Management's Andrew Clifford on why he's finding value in China and Japan, Graham looks at life expectancy and returns, while Peter explains what CBA's result tell us about the outlook for banks.
Our latest podcast features John Abernethy of Clime Investment Management on super funds' biggest problem, Peter with a different take on the unlisted assets issue, while Graham looks at retiree fears of running out of money.
Our latest podcast features Andrew Parsons of Resolution Capital on contrarian opportunities in property stocks. Also, Graham looks at home ownership versus super, and Peter discusses the interest rate outlook.
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?