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3 April 2026
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A deep dive beneath the headline numbers shows exactly which funds and shares SMSFs invest in, confirming that the average allocation to global shares is higher than many claim.
Readers made many insightful comments about trust in financial institutions last week, and we welcome further constructive feedback about the unbelievable cash laundering through CBA ATMs.
Nobel Laureate, Robert C. Merton, says technology and fintechs will find it difficult to build trust, but how much trust do we have in "the contradiction of the country’s most hated company"?
Howard Marks issues a regular memo to his clients, and the latest shares his concerns about high market valuations and tech companies priced for perfection. He accepts 'looking like an old fogey'.
Any person responsible for constructing an investment portfolio must make decisions about asset allocation, requiring educated guesses about future returns. Are these results the Wisdom of Crowds?
Amazon is changing retailing, and Jeff Bezos has driven his company with paranoid customer focus and 4 rules that avoid going into a death spiral. How many big companies are capable of adopting them?
Stay on top of the latest changes to superannuation rates and thresholds for 2026, including increases to transfer balance cap, concessional contributions cap, and non-concessional contributions cap.
In a shift away from solely targeting low inflation, central banks are considering raising inflation targets to combat economic challenges, but face potential drawbacks and conflicts in policy implementation.
The perceived underperformance of LICs compared to ETFs is due to existing comparison data excluding crucial information, highlighting the need for proper assessment and transparent reporting.
New research shows smarter portfolio construction—not new factors—is the real edge in the hunt for alpha. However, finding it requires a fundamentally different mindset.
Many 'diversified' portfolios are increasingly driven by the same narrow set of forces. As concentration builds beneath the surface, understanding how portfolios behave - not just how they’re constructed - is critical for investors.
Rising oil prices and inflation pushed Australian yields higher. Markets expect further tightening, but weaker growth may reverse rates. Locking income and maintaining duration is a sound strategy for widening credit spreads.
Investors often focus on front-of-mind risks, reacting to each headline event without considering long-term impacts. Cass Sunstein and Timur Kuran define this as an "availability cascade," affecting financial decision-making.