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Ashley Owen

What credit spreads reveal about share markets

Understanding how credit spreads relate to share prices and what they can reveal about where we are in the stock market cycle can be useful information for the long-term investor.

Bankers must realise they are fiduciaries

The fiduciary duty of banks, while not legislated, is implied by their central role in the economy. Bank deposits are accepted as 'money', and public confidence in banks is fundamental to a functioning economy.

Why listed property trusts are beating shares

Listed property trusts have outperformed shares for four of the last five years but after property price increases driven by foreign buyers, what might the future bring?

Australian shares did OK if you avoided banks and miners

With the broad Australian stock index down 8% since the start of 2015, it looks like a poor period for equity markets. But if investors managed to avoid banks and miners, there's every chance their portfolio performed well.

Is the current market really more volatile?

Talk of the current market being volatile is overstated. Markets have been relatively calm for the last four years, and what we are seeing now should be considered normal.

Do 'January' results foretell the full year for equities?

A final look at the 'January effect' to analyse whether the market's first month performance predicts the share market's likely year-end returns, and why Australia is different from the US.

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Planning

Will young Australians be better off than their parents?

For much of Australia’s history, each new generation has been better off than the last: better jobs and incomes as well as improved living standards. A new report assesses whether this time may be different.

Superannuation

The rubbery numbers behind super tax concessions

In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.

Investment strategies

A steady road to getting rich

The latest lists of Australia’s wealthiest individuals show that while overall wealth has continued to rise, gains by individuals haven't been uniform. Many might have been better off adopting a simpler investment strategy.

Economy

Would a corporate tax cut boost productivity in Australia?

As inflation eases, the Albanese government is switching its focus to lifting Australia’s sluggish productivity. Can corporate tax cuts reboot growth - or are we chasing a theory that doesn’t quite work here?

Are V-shaped market recoveries becoming more frequent?

April’s sharp rebound may feel familiar, but are V-shaped recoveries really more common in the post-COVID world? A look at market history suggests otherwise and hints that a common bias might be skewing perceptions.

Investment strategies

Asset allocation in a world of riskier developed markets

Old distinctions between developed and emerging market bonds no longer hold true. At a time where true diversification matters more than ever, this has big ramifications for the way that portfolios should be constructed.

Investment strategies

Top 5 investment reads

As the July school holiday break nears, here are some investment classics to put onto your reading list. The books offer lessons in investment strategy, financial disasters, and mergers and acquisitions.

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