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22 July 2025
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There's been a surge of interest in overseas equities as the Australian market lags. This explores various approaches to determine the best allocation of international equities within a long-term investment portfolio.
As investors navigate a potential recession and the possibility of higher interest rates for longer, the lure of fixed income is understandable. Here a primer to help investors decide which bonds may be best for them.
Australian small caps have consistently failed to achieve excess returns due to structural problems. Global small-caps don't have the the same issues and have been an effective way to outperform over the long term.
The S&P/ASX 200 index is one of the most concentrated sharemarket indices in the world. Equal weighted indices can offer an alternative and have historically outperformed their market capitalisation counterparts.
Many Australian listed property trusts (A-REITs) have sold off due to higher interest rates and WFH, but in the sectors of retail, office and industrial, where do recent movements in stock prices now represent value?
Australian shares are likely to outperform in 2023 helped by stronger economic growth and increased demand from China supporting commodity prices. Certain sectors could be set to sizzle while others may be left behind.
Australian-based investors have been perplexed by the steep rise in CBA's share price But it's becoming clear that US funds are buying into our largest bank as a hedge against potential QE and further falls in the US dollar.
Markets have weathered geopolitical turmoil, hitting near record highs. Investors face tough decisions on valuations, asset concentration, and strategic portfolio rebalancing for risk control and future returns.
Soaring house prices are deepening Australia's cost of living crisis - and possibly distorting marriage decisions. New research links unexpected price changes to whether couples separate or silently struggle together.
Artificial intelligence is forcing Google to rethink search - and its future. As usage shifts and rivals close in, will it adapt in time, or become a cautionary tale of disrupted disruptors?
The surge in passive investing doesn’t just mirror the market—it shapes it, often amplifying the rise of the largest firms and creating new risks and opportunities. For investors, understanding these effects is essential.
Economists have long flagged the idea of swapping property taxes for land taxes for fairness and equity reasons. This looks at why what seems fairer may not deliver the outcomes that we expect.
Many of the behaviours that have made humans such a successful species also make it difficult for us to be good, long-term investors. The key to better decision making is to understand what makes us human and adapt.