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18 January 2026
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Cash is a drag on portfolios when the stockmarket is strong but a welcome bulwark when the market sells off. Moving to cash is justified for the plausible scenario where the value of all other assets falls.
Superannuation funds need to establish a framework that offers retirees a retirement income solution that lasts a lifetime. It will challenge trustees to find a way to engage that their members understand and trust.
Wealth accumulation has four main drivers. Evaluating long-term investment risk requires shifting the focus on shorter-term losses and volatility towards failure to achieve long-term objectives.
Managing a portfolio in retirement requires a plan for investing assets and drawing income. This research suggests ‘optimal’ drawdown and investment strategies with differing objectives, preferences and circumstances.
While these findings are controversial and have already been attacked by the super industry, research suggests superannuation may not be the best long-term savings vehicle for everyone.
The APRA Capability Review pushes a focus onto member outcomes, but how will the regulator drill down into the product level in an efficient manner? It may create dysfunctional behaviours among super funds.
What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.
Nearly all the indicators an investor would look for suggest that this secular bull market is approaching its end. My models forecast that the US is set for 0% annual returns over the next decade.
We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.
Lump sum investing usually wins, but it can hurt if markets fall. Using 50 years of Australian data, we reveal when staging your entry protects you, and when it drags on returns.
It has been years since the US stock market has been so focused on a single driving theme, and AI is unquestionably that theme. This explores what it means for US and global markets in 2026.
The US has elevated energy to a national security priority, tying cheap, reliable power to economic strength, AI leadership, and sovereignty. This analyses the new framework and its implications for Australia.
Most people know Maduro was a dictator and Venezuela has oil. Few grasp the depth of suffering or the country’s democratic history - essential context as the US ousts Maduro and charts Venezuela’s future.