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1 April 2025
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There is universal consensus that the Earth is experiencing climate change. Yet there is far more debate about how this will impact different economies across the globe. New research sheds more light on the winners and losers.
Across the globe, leaders are concerned about the fallout from declining birth rates and shrinking populations. Australia, though attractive to migrants, mirrors global birth rate declines, and faces its own challenges.
China's support for Russia's invasion of Ukraine has deepened their strategic partnership, challenging the West and reshaping global power dynamics, despite their complex historical relationship and differing long-term interests.
China’s economic slowdown and the resilience of the US dollar have dimmed the lustre of many Asian economies’ strong growth momentum in the past year. But heading into 2024, Asia's growth story should reignite.
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.
Jamie Dimon of JP Morgan is the most powerful commercial banker in the world, and his just-released letter to shareholders warns that while the current economy looks fine, the storm clouds ahead differ from the past.
Australia's economy is in good shape after the extraordinary shift in global markets over the past 12 months, but here are nine macro and geopolitical factors for investors to check in a rapidly-changing world.
By the time a recession is confirmed in the statistics, most of the sharemarket fall is probably in the past. Markets often start rise when the headlines are full of doom and gloom, and early investors are rewarded.
Neither Xi Jinping nor the Chinese Communist Party are as all-powerful and domineering as they seem. Given China's crucial role in Australia's fortunes despite slowing growth, understanding its politics is critical.
Deputy Governor, Michelle Bullock, explained last week why the RBA bought $280 billion of bonds in its QE programme, but are we paying the price for this stimulus as rising inflation shocks central bankers?
It might not look this way at the moment, but secular stagflation, when the economy produces underemployment, low inflation, and low real and nominal interest rates, is more likely than the market is expecting.
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 CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
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.
With the arrival of the new year, the first members of ‘Generation X’ turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and our retirement system ready for the transition?
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.
Warren Buffett's annual shareholder letter has been fixture for avid investors for decades. In his latest letter, Buffett is reticent on many key topics, but his actions rather than words are sending clear signals to investors.