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20 March 2026
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In this environment, safe-haven assets like Government bonds act as a diversifier given the uncorrelated nature to equities during periods of risk-off, while offering a yield above term deposit rates.
While pundits make forecasts every day, Charlie Munger admits he has no idea where COVID-19 will lead us. Investors need to understand what we don't know and adapt their portfolios accordingly.
It's been a strong year for the stockmarket, and a good decade since the end of the GFC. However, there are signs the bull will stop running soon, and portfolios should be positioned in advance.
The US inverted yield curve has many worried about whether it indicates a coming recession, but the Fed has moved to a more dovish stance. A diversity of equity and bond exposures is the best way to cope.
With the upcoming budget increasingly likely to include bold proposals to alter the tax code I’ve outlined three incremental steps with fewer unintended consequences.
The impact of the Iran War is far more than expensive petrol. Higher oil prices have secondary inflationary impacts that reverberate throughout the economy which could be bad news for Australians with mortgages.
Global Listed Infrastructure dividends are forecast to grow 5-6% p.a over the next two years. After a hiatus, share buybacks are back on the agenda and will play an integral role in shareholder returns.
Past oil shocks offer lessons for investors dealing with the fallout from the Iran War and the ongoing impact on inflation.
Former Australian Prime Minister, Paul Keating, once said "When you change the government, you change the country." We're about to see whether that holds true in Japan.
Central banks now hold more gold reserves than US Treasuries, signalling a shift in safe-haven asset strategy and portfolio diversification as geopolitical risks increase.
Historically economic progress is measured by GDP growth but there is an increasing body of work that explores quantitative measures of wellbeing.