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Graham

The Banking and Finance Oath is a tough ask

The Oath has laudable aims which everyone in the banking and finance industry should support. But the public will take some convincing, and maybe some executives are not believers either.

BlackRock and Vanguard head Top 20 asset manager list

* Eye-popping numbers - the Top 10 global fund managers held Euro12.8 trillion in assets at the end of 2012, with BlackRock the biggest.

George Soros and his spectacular wins - and a few losses

* George Soros is credited with perfect timing when he recently shorted the $A at $1.04. Here's a quick history of how he operates.

Investopedia has it wrong on tipping in Australian restaurants.

* Investopedia published this guide to tipping around the world, but who did they ask about restaurants in Australia? Apparently, we don't tip.

Minutes of the Monetary Policy Meeting of the Reserve Bank Board

* Have you ever read the Minutes of the Monetary Policy Meeting of the Reserve Bank Board? Did you know they monitor "visits to display homes". Interesting.

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Retirement

How inflation is quietly moving the goalposts on retirement

Inflation doesn’t just raise today’s bills - it quietly increases the amount needed to retire, while simultaneously making it harder to save. Three steps to take before June 30th to improve retirement outcomes.

Investment strategies

Three strategies for investing amid AI whiplash

AI fears have shifted from bubble talk to disruption anxiety, driving investors toward asset-heavy, 'AI-resistant' businesses while punishing many software and service firms. This environment may be ripe for stock pickers.

Investment strategies

Are private market assets the answer in an unstable world?

Private markets can offer diversification and return potential, but their opacity, scale and wide dispersion of outcomes make manager selection and due diligence critical for non‑institutional investors.

Property

Mispriced in plain sight: The case for Global REITs

Global REITs have fallen out of favour, trading at deep discounts after years of underperformance, despite resilient earnings and improving fundamentals.

Investment strategies

Survival is the only success

True financial success isn’t about how much you make, but whether you can sustain it — survival is the only win that matters.

Investment strategies

$42 billion too late

Why Australia's biggest energy bet may already be redundant while a less celebrated government program is exceeding expectations. 

Investment strategies

Do investors accept lower returns from assets that make them feel good?

Assets that deliver emotional satisfaction tend to offer lower financial returns, as investors accept an “emotional yield” in place of performance which shapes how investors approach ESG and unpopular assets.

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