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James Gruber

Is this the start of a generational bear market in bonds?

It's carnage in bond markets now with bonds potentially heading for a third straight year of losses, something that hasn't happened over the past 100 years. Is this the beginning of a decades-long bond bear market?

Podcast: Noel Whittaker's retirement tips and traps

Noel Whittaker on all things retirement, including SMSFs, super, estate planning, and aged care, Graham discusses why LICs are choosing to close, and Peter looks at the bond market carnage and implications for the ASX.

Podcast: Boost share income, free investing, managing stars

First Sentier's Rudi Minbatiwala explains how to get growing ASX dividend income, Graham on investing for free (ish), and MFS' Anne Marie Bernard on incentivising fund managers and preventing stars from jumping ship.

Thornhill on shares for investment income in retirement

The dream of many investors is to be able to live off the dividend income from their shares. There is a relatively simple way to do this though it requires a mental fortitude that may not be for everyone.

Podcast: lessons from a decade of patient investing

Ophir Asset Management's Andrew Mitchell on lessons learned from managing money over the past decade, Graham on the next targets to redistribute wealth, and Peter with the reporting season's highs and lows.

ASX stocks that have stood the test of time

People love new things, and investors are no different. But there's something to be said for older businesses that have a proven formula for success, and here are nine ASX-listed stocks that fit the bill.

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Economy

The ‘priced out generation’ and what they should do about it

A fiery interview on housing exposed deep generational divides, sparking youth outrage and political backlash. As homeownership drifts out of reach, young Australians face a choice: fight the system - or redefine success.

Taxation

Maybe it’s time to consider taxing the family home

Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.

Superannuation

Meg on SMSFs: Ageing and its financial challenges

Ageing SMSF members can face issues funding their pension income as cash reserves dwindle. Potential solutions include involving adult children in contributions to secure future financial stability.

Economy

US earnings season was almost too good to be true

The second quarter US earnings season has wrapped up, with a record 82% of S&P 500 firms beating earnings estimates. As tailwinds fade, Q3 may reveal whether AI momentum can offset rising economic headwinds. 

Gold

Does gold still deserve a place in a diversified portfolio?

9,000 years and no devaluations later, gold is the world’s most enduring store of value. It remains attractive as the value of several paper currencies, including the US dollar, are threatened by deficits and rising debt.

Shares

Checking in on the equity market's silent engine

Consumer spending directly impacts corporate earnings, sector performance and market sentiment. The latest data from different economies uncover risks and pockets of opportunity for investors.

Fixed interest

6 key themes driving bond markets

The Fed could soon be prompted to join other central banks in cutting interest rates. This would have ripple effects across global fixed income markets and provide an especially attractive backdrop for emerging market bonds.

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