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9 July 2026
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It's too easy to think the future will be a simple extrapolation of the recent past. Just because inflation has been well under control in recent years doesn't mean we should ignore the inflation risks.
Secular stagnation can result from a sustained lack of demand or low growth in productivity, and can create low or negative investment returns. Could this happen in Australia?
Economic and investment market cycles do not make for a comfortable ride when making investment decisions and they’re not about to disappear despite numerous smoothing attempts. Face it, cycles just happen.
Despite the Federal Reserve's tapering of its QE policy, liquidity in developed economies will remain abundant with the major central banks adding another USD1 trillion in 2014. But watch for global inflation.
Let's celebrate the positive effects of a floating exchange rate and the way it adjusts to make economic policy more effective. With some exceptions, a floating currency acts as a shock absorber to cushion volatility.
Around the world, real interest rates are now unusually low or even negative. The hunt for real yield that’s become a preoccupation of investors is likely to remain a dominant feature of investment markets for several years at least.
The defining challenge of retirement isn't just about building wealth, it's about converting your lifetime savings into sustainable income. A holistic understanding of different strategies can improve long-term outcomes.
Are we worse off than previous generations? Lately, there seems to be a heightened level of angst that economic conditions are getting harder and that the two-party political system (and maybe democracy too) is failing voters.
Most Australians approaching retirement can tell you the exact dollar value of their super account. But success depends on more than a sizeable balance. Here's four key questions to ask yourself at the start of the financial year.
AI is already reshaping the economy, but companies building transformative technologies rarely capture the greatest long-term value. Instead, those benefits accrue to the users. We may well see this pattern reproduced.
The 'cost base reset' for the new super tax is being sold as protection for pre-July gains. A worked example shows $1M of protection is worth about $25,000, and the real deadline has not passed.
Asking whether markets are overpriced may be the wrong question. New research suggests that traditional valuation metrics used to forecast returns may have been misread. Here are five takeaways for investors.
Investors often like the idea that fund managers should invest client money exactly as they invest their own. But reality is more complicated. Unique circumstances make a different approach rational and, at times, beneficial.