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27 July 2024
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Global asset owners have historically allocated capital to two distinct equity asset classes: global large cap and/or global small cap. There's a good argument for a small-midcap fund to be part of investor portfolios.
Small and mid cap stocks potentially offer investors an opportunity not seen in decades as valuations are close to two standard deviations 'cheap' relative to larger companies. It's not the only thing in their favour.
In some markets, the sheer volume of money flows into both good and bad companies, but when tougher conditions inevitably come, it's the quality earnings that sustain.
Rising prices have a big impact on retirement outcomes yet our most common gauge of inflation – the consumer price index – misses several important household costs for retirees.
A self managed super fund can offer investors more control and, in many cases, greater choice over their retirement investments. But are the extra costs and admin burdens worth it?
Facing up to a terminal diagnosis can also lead to worries regarding financial stability. People in this situation could have a number of options regarding their super assets.
Australia faces a wave of retirees at a stage where the superannuation system is still maturing. Better and fairer policy on the role of the family home as a retirement asset might help.
The dominance of mega-cap stocks in the US has led to strong index performance and a new wave of passive investors. Australia's markets might not be so suited to this approach.
Global and Australian private credit are different and shouldn't be lumped together. Investors also need to be wary of more complex and lower quality securities as the asset class grows.
People are hard-wired to make poor financial decisions under conditions of uncertainty. A new research paper explores whether a strategy built to exploit these biases in financial markets could succeed.