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Home / Author: Graham Hand

Graham Hand

Towers Watson on thematic investing

* Towers Watson has identified six global mega themes worth considering in all investment decisions.

'FOMO' is driving residential property prices, not yields

Like any investment, residential property must be bought at the right price and the right time, not based on the need to get into the market quickly due to the Fear Of Missing Out. And the costs will be higher than expected.

Nassim Taleb on managing investments for rare events.

Nassim Taleb on managing investments for rare events.

Managed funds reign over noisy neighbours, the SMSFs

Managed funds in Australia hold one trillion dollars in assets, double SMSFs at $500 billion. Compulsory superannuation flowing into retail and industry multisector funds will ensure managed funds continue to prosper.

RBA warning on SMSFs gearing into property

* The Reserve Bank has added its voice to concerns about SMSFs gearing into property, and has given another warning about buying hybrids.

Individual taxpayer reports coming

* Transcript of interview with Joe Hockey advising each taxpayer will receive individual report on where taxes went.

Latest Updates

Retirement

The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

2026 is not 1999

The US market looks eerily similar to the dot-com era with soaring AI spending and tech giants dominating returns. But one difference separates today’s boom from the dot-com bubble and it could determine what happens next.

Planning

Taxing time for trusts

Trusts are facing a shake-up, but an overhaul may not be necessary. Families can explore restructuring strategies that preserve succession and the asset protection benefits that have made these structures valuable.

Economy

Why the US economy is stronger than you might think

War, inflation and higher rates were expected to derail America. But has the market got it wrong? Three forces are driving the economy beyond expectations, revealing implications for stock prices and portfolio positioning.

Gold

How much trust is in your portfolio?

Everyone talks about diversifying assets. Far fewer think about diversifying trust. As inflation, debt and market assumptions collide, the question is whether portfolios need greater protection from unexpected outcomes.

Retirement

Retirement in reality - 7 months in

Seven months into retirement, I'm still uncovering surprises. This month was spent reflecting on the slow pace of health change, the myth of neatly scheduled part-time work and the unexpected persistence of retirement guilt.

The new geography of technology leadership

The next chapter of technology may not belong to the companies or business models many expect. As the landscape shifts, some opportunities are emerging in places that remain surprisingly overlooked by global markets.

Sponsors

Alliances

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