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15 September 2026
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* According to Morningstar, Australian share funds experienced net outflows of almost $10 billion in 2012, at exactly the wrong time for the subsequent rally.
Amid the bucket loads of optimism and faith, just as you want to rush out of the room and buy some gold bullion or gold shares, along comes somebody to spoil the party.
* With our close focus on cash rates, it's easy to overlook longer term rates rising. Rates are up about 0.6% since June 2012, creating capital losses on long duration portfolios.
How well must the market perform for a geared portfolio to deliver better returns than a normal, ungeared portfolio? Or put another way, if the market index rises or falls 10%, how much will a geared strategy change in value?
* The AFR monitors 11 investment bank forecasts for the S&P/ASX200 (currently 5069) at the end of the year. The range is 4000 to 5200.
Thinking about an SMSF? Before you sign anything, learn how to spot the difference between genuine advice and a sales pitch, understand the real costs, and avoid the compliance mistakes that attract ATO attention.
For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.
The housing debate tends to focus on prices, interest rates and deposits. Yet an overlooked feature of the mortgage itself could help buyers enter the market sooner without abandoning prudent lending standards.
Reporting season has delivered a clear message: the market is no longer paying simply for quality, resilience or an earnings beat. It is paying for change in earnings expectations and the outlook ahead.
Market conditions are shifting as familiar yield sources quietly lose momentum. Australian public credit may be the most compelling source of income in today's market but many investors haven't noticed the shift.
Some of history's most important innovations changed the world while leaving investors much poorer. As trillions pour into AI, a familiar pattern may be emerging, one that rewards society far more generously than capital.
August reporting season delivered strong earnings and bigger-than-expected dividends, but beneath this, a more nuanced story emerged. First Sentier Investors’ David Wilson and Christian Guerra unpack the key trends.