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15 October 2025
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The spike in the value of Chinese stocks in the last year has reached 120%. Driven by locals using margin debt and foreigners wanting some of the action, how long will it last?
Investing into bonds when you know you will lose money sounds crazy, but aside from interest rates, there’s deflation, economic stability, safety and currency issues to consider.
Over the past seven decades, relatively high ‘real’ dividend yields have pointed to broad equity market rallies ahead. Despite signs of a fully-priced market, investors are still buying for yield.
Despite the wide-spread perception that Australia’s debt position is unsustainable, it’s low in an historical sense and when compared to national income. We could be making more use of it.
Current bond yields and prices haven’t been seen in Australia since the 1890s and 1930s depressions. The market is being supported by foreign buyers and central bank liquidity.
In part 2 of Who Wins? we look at an Australian investor holding US shares compared with an investment in the local market, plus the relationship between inflation and exchange rates.
If you need income then buying dividend stocks makes perfect sense. But if you don’t then it makes little sense because it’s likely to limit building real wealth. Here’s what you should do instead.
Labor is reviewing the $3 million super tax's most contentious aspects: lack of indexation and the tax on unrealised gains. Those fighting for change shouldn’t just settle for indexation of the threshold.
Market forecasts for ASX dividend yields are at a 30-year low amid fears about the economy and the capacity for banks and resource companies to pay higher dividends. This pessimism seems overdone.
World share markets seem toppy at first glance, though digging deeper reveals important nuances. While the top 2% of stocks are pricey, they're also growing faster, and the remaining 98% are inexpensive versus history.
The US dollar’s overvaluation, weaker fundamentals, and crowded positioning point to further downside. Diversifying into non-US equities and emerging market debt may offer opportunities for global investors.
Market volatility and uncertainty in 2025 prompt the need for a diversified portfolio. Floating Rate Notes offer stability, income, and protection against interest rate risks, making them a valuable investment option.
In a first, 2025 saw AFL and NRL minor premiers both go out in straight sets. AFL data suggests the pre-finals bye is weakening the stranglehold of top-4 sides more than ever before.