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Home / Author: Anton Tagliaferro

Anton Tagliaferro

Anton in 2006 v 2022, it's deja vu (all over again)

What was bothering markets in 2006? Try the end of cheap money, bond yields rising, high energy prices and record high commodity prices feeding inflation. Who says these are 'unprecedented' times? It's 2006 v 2022.

Anton Tagliaferro
22 June 2022
22

Three key company features in assessing the outlook now

With higher unemployment and cautious consumers, portfolios should be positioned for lower sustainable demand compared with prior levels. Here are three key features of companies in a lower-demand world.

Anton Tagliaferro
3 June 2020
1

Three reasons why current dividends matter

Dividend streams tend to be stable and determined by fundamental factors. Unlike capital valuations, which are affected by estimates of prospective returns which are, in turn, strongly affected by market sentiment.

Anton Tagliaferro
3 May 2018

What’s driving the recent Small Ords surge?

The Small Ords index is running hot with many winners, but have fundamentals taken a back seat to momentum, unbounded optimism and the fear of missing out on the next big thing?

Anton Tagliaferro, Simon Conn
16 November 2017
1

Post-Trump, have markets really changed much?

Is it better to position a portfolio with an over-reliance on economic growth expectations, or find companies winning market share, cutting costs, restructuring and acquiring independently of GDP hopes?

High yields may ignore fundamental weakness

Investors chasing high yielding stocks without considering the fundamentals risk falling into the 'income trap', where weak businesses are eventually forced to reduce their dividends.

Anton Tagliaferro
7 October 2016
4

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Latest Updates

Retirement

Why it’s time to ditch the retirement journey

Retirement isn’t a clean financial arc. Income shocks, health costs and family pressures hit at random, exposing the limits of age-based planning and the myth of a predictable “retirement journey".

Kaye Fallick
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Financial planning

How much does it really cost to raise a child?

With fertility rates at a record low, many say young people aren’t having kids because they’re too expensive. Turns out, it’s not that simple and there are likely other factors at play.

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Exchange traded products

Passive ETF investors may be in for a rude shock

Passive ETFs have become wildly popular just as markets, especially the US, reach extreme valuations. For long-term investors, these ETFs make sense, though if you're investing in them to chase performance, look out below.

Greg Canavan
19 November 2025

Bank reporting season scorecard November 2025

The Big Four banks shrugged off doomsayers with their recent results, posting low loan losses, solid margins, and rising dividends. It underscores their resilience, but lofty valuations mean it’s time to be selective.

Hugh Dive
19 November 2025

Investment strategies

The real winners from the AI rush

AI is booming, but like the 19th-century gold rush, the real profits may go to those supplying the tools and energy, not the companies at the centre of the rush.

Brad Livingstone-Foggo
19 November 2025

Economy

Why economic forecasts are rarely right (but we still need them)

Economic experts, including the RBA, get plenty of forecasts wrong, but that doesn't make such forecasts worthless. The key isn't to predict perfectly – it's to understand the range of possibilities and plan accordingly.

Jackson Hrbek
19 November 2025

Strategy

13 reflections on wealth and philanthropy

Wealth keeps growing, yet few ask “how much is enough?” or what their kids truly need. After 23 years in philanthropy, I’ve seen how unexamined wealth can limit impact, and why Australia needs a stronger giving culture.

Peter Winneke
19 November 2025

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