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Jack Gray

What types of people should manage your money?

Different styles of investing are suited to different types of people. Knowing which style is best suited to your character and temperament can make a big difference to your investment outcomes.

Do more ‘rapporting’ and less reporting

Most investors seek re-assurance, certainty, confidence, comfort and rational explanations from finance professionals, but what they often get is jargon-laden confusion. We have much to learn about effective communication.

Poetry for investors

Despite previous failed attempts to inject a bit of the humanities into technical minds, we are reminded that Goethe, Elliot and other great poets actually can provide insights and wisdom to make for better investors.

Growth and the size of the financial sector

Professor Bird and Dr Gray highlight the dominance of the financial sector in Australia’s economy in their submission to the Financial System Inquiry and question whether bigger is necessarily better.

The F words: an irregular, irritating series of dictionary narratives

Dr. Jack Gray continues his irregular, irritating series of dictionary narratives, with these sagacious insights into the world of financial jargon.

In Boston, new ideas and evolving organisms

A presentation or panel discussion is time well-spent if you can extract one new idea, and in Boston, a few were surprisingly original, including that it is better to think of the economy as a biological organism.

Latest Updates

Superannuation

Super is catching up, but ageing is a triple-threat

An ageing Australia is shifting the superannuation system’s focus from accumulation to the lifecycle of retirement. While these pressures have been anticipated for decades, they are now converging at scale and driving widespread industry change.

Investment strategies

Corporate earnings show resilience against volatility but risks remain

Evidence for a strong reporting season had been piling up for months and validated an upgrade cycle already underway. However, risks remain from policy uncertainty.

Superannuation

Want your loved ones to inherit your super? You can’t afford to skip this one step

One in five Australians die before retirement and most have not set up their super properly so their loved ones can benefit from all their hard work and savings. 

SMSF strategies

Sixteen steps in a typical SMSF borrowing

Getting a mortgage is never an easy process but when an investment property is purchased in a SMSF the complexity increases significantly. Read this before taking the plunge. 

Planning

Do HNWI get better advice?

Good advisers lead to more diversification, lower turnover and less home bias. However, studies show the average adviser may not be adding much value to clients. 

Strategy

AFL Final Ten with wildcard edit 'unlevels' the field

When the new AFL season kicks off a wild-card will be added to the finals. Is this new formula fair and how does it impact the odds of winning the premiership.

Planning

Love them or hate them, it's worth understanding annuities

Investors have historically balked at exchanging a lump sum for a future steam of income. Breaking down the financial and emotional considerations of purchasing an annuity.        

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