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Graham Hand

Bill Gates interview: how the world will change over the next 15 years.

Bill Gates interview: how the world will change over the next 15 years.

Howard Marks: move forward with caution

Howard Marks is best known in the global investment community for his ‘Oaktree Memos’ to clients which detail investment strategies and economic insights. Here are some extracts from his latest memo, Risk Revisited Again.

Like him or not, Keating is entertaining

702 ABC Sydney listeners have selected their archive favourites of '10 guests from 10 years' of Conversations with Richard Fidler. This week, they played an interview with Paul Keating. Lots of fun.

Changes are coming to superannuation

Although nothing clear has been announced, adverse changes are coming to superannuation, especially for people with large balances. And they want retirees to spend more, not leave bequests.

Where to for super? David Murray at the Retirement Incomes Forum

The Sustainable Retirement Incomes Forum produced much lively debate and a focus on superannuation providing income in retirement and not wealth accumulation. It highlighted elements of both unity and friction.

Superannuation has become a political football

Superannuation has become a political football. In this three-minute video, Assistant Treasurer, Josh Frydenberg, tells Parliament of the differences between the two major parties on super stability.

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Investment strategies

Australian stocks will crush housing over the next decade, 2025 edition

Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.

Property versus shares - a practical guide for investors

I’ve been comparing property and shares for decades and while both have their place, the differences are stark. When tax, costs, and liquidity are weighed, property looks less compelling than its reputation suggests.

Investment strategies

What if Trump is right?

Trump may be right on two trends: nations are shifting from aspiration to essentials and from global dependence to self-reliance, pushing capital toward security, infrastructure, and energy.

Gold

After a stellar 2025, can gold shine again next year?

Gold has had a remarkable 2025, with the spot price likely to post its strongest return since 1971. This explores the key factors that will shape the outlook for the yellow metal next year, and long-term.

Superannuation

Critics of Commonwealth defined benefit schemes have it wrong

Critics like Clime's John Abernethy have questioned many aspects of defined benefit pensions for public servants. This is an attempted rebuttal, suggesting these pensions aren't the problem they're made out to be.

Infrastructure

Why airport stocks deserve a place in long-term portfolios

Aircraft constraints are holding back global air travel. Those constraints should soon ease which combined with a structural boom in travel demand could be a boon for global airport stocks.

Investment strategies

What is the future of search in the age of AI?

Search is changing fast. AI tools like ChatGPT and Google’s Gemini are reshaping how we find information, opening new opportunities for innovation, user engagement, and future revenue growth.

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