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22 October 2024
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Financial commentators seem to have forgotten the leading cause of inflation: growth in the supply of money. Warren Bird explains the link and explores where it suggests inflation is headed.
It used to be Down, Down for prices but the new status quo is Down Down for emissions. Until now, the realm of ESG has been mainly fund managers as 'responsible investors', but companies are now pushing credentials.
There's an assumption that bond yields and share prices have a predictable relationship. The positive correlation means that when yields rise due to a strong economy, so should stocks. That's not what happens.
The widespread use of 'millionaire' must stop. Inflation means that the basket of goods and services that cost $1 million in 1960 now requires $15 million. Today, millionaires are not wealthy.
Do people who have worked hard all their lives really have an 'entitlement' to an age pension? Somewhere along the line, has any government made a solemn promise to Australian retirees?
We like a good debate, and when two opposing views argued about the role of government bonds in a diversified portfolio, a veteran of 30 years in fixed interest stepped in as referee.
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.
The complexion of a stock market is ever-changing, with companies coming and going. But what happens to indexes, and the ETFs that use them as benchmarks, when a company is removed because of a merger or acquisition?
Investors remain fixated on stocks exposed to megatrends like AI and digitisation. Another less appreciated asset class offers significant structural growth without the excessive valuations that usually come with it.
Ancient Stoic philosophers had an idea called 'premeditatio malorum', that involves considering some of the worst things that can happen to you as a way of immunising yourself against them. It can be a useful tool for investors too.
It isn't too late for investors to own bonds and take advantage of this early stage of the rate-cutting cycle. What's more, bonds are regaining their ability to be a genuine diversifier within portfolios.
US rate cuts, low starting valuations and an uptick in global capex are just some of the tailwinds behind emerging markets. A value approach can help investors grasp growth opportunities without overstretching.