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15 May 2026
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All our ethics are different. How does an 'ethical' fund manager address the inevitable conflicts of competing priorities, and are there any clues for everybody in dealing with their own ethical dilemmas?
Sorry, franking caps and grandfathering don’t work, David Harrison, Chris Joye on hybrids, LIC future, Tech and Debt Wreck, food trends, value flaws.
With a vast array of property choices across retail, industrial, office and commercial, where does the head of one of Australia's largest property managers see the best opportunities, and where are the warnings?
How good are franking credits? Interview with Charles Dalziell, SMSFs need friends, Don Stammer, IPOs not worth it, future of retirement, politics.
How does a style that relies on investing in stocks the market dislikes sustain itself over time, when inevitably investors go through difficult markets until the value is realised? It’s not an easy way to run a fund manager.
Election countdown, 7 ways to fix franking loss, more tax avoidance, contributions tax, CGT, investing rules of thumb, behaviour, AI ethics.
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.
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.
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.
Global REITs have fallen out of favour, trading at deep discounts after years of underperformance, despite resilient earnings and improving fundamentals.
True financial success isn’t about how much you make, but whether you can sustain it — survival is the only win that matters.
Why Australia's biggest energy bet may already be redundant while a less celebrated government program is exceeding expectations.
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.