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10 February 2025
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Companies tend to pre-position weak results ahead of 30 June, leading to earnings downgrades. The next two months will be critical for investors as a shift from ‘great expectations’ to ‘clear explanations’ gets underway.
Company results reported in February 2022 showed some cost increases but most enjoyed major revenue upgrades, especially in the commodity and financial sectors. Here are portfolio highlights from two fund managers.
Dividend payments from listed companies, depended on by many in retirement, have lagged the rebound in share prices over the past year. Better times are ahead but sources of dividends will differ from previous years.
Quantitative investing has its share of critics who denounce the investment approach as a black box exercise. But this active investing style is directly supported by analysis of the numbers.
If the RBA starts cutting rates, many believe house prices will rebound strongly. Yet, the numbers on affordability suggest prices can’t rise much further without making housing impossibly expensive for most Australians.
How do you start accessing your super funds when you stop working, or maybe even before you stop working? This covers the basics, including how to switch your super accumulation account to an account-based pension.
The capital gains tax main residence exemption is no longer 'fit for purpose', due to its inequities, inefficiency, and complexity. Here are several suggestions for adapting or curtailing the concession.
In 2024, markets were buoyed by decent economic growth and US rate cuts, even as valuations became stretched. This year, more resilient portfolios may be needed to tackle risks from higher bond yields and market concentration.
What are the implications of ‘Big Super’ for our economy, financial markets and population? New research looks at the beneficial, detrimental and debatable aspects, spanning current impacts and potential future developments.
What we know about DeepSeek so far could be a mixed bag for data centre owners like Goodman Group. However, it's worth remembering that AI adoption isn't the only thing that matters to the industry's outlook.
Last year, gold surged 38% higher in Australian dollars, fuelled by investment demand and global risks. This year's outlook suggests potential for continued gold strength amid geopolitical uncertainties and currency vulnerabilities.