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22 February 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.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
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.
Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.
Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.
It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.