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James Gruber

Australian stocks will crush housing over the next decade

By our estimate, housing is 40% overvalued, making it one of the world's priciest assets and even more expensive than the 'Magnificent Seven' US tech stocks. That doesn't bode well for future returns from property.

Which asset classes are undervalued right now?

Many assets have had a rollercoaster 2023 though most are up, and some of them are up a lot. Here we compare valuations of cash, bonds, stocks, and property, and suggest where investors may be able find a bargain.

Podcast: US recession risks and a simple wealth-creating strategy

Brandywine Global's Richard Rauch warns of US and global recession risks, Vanguard's Duncan Burns on building a simple, effective investment portfolio, and Peter Warnes on the Australian market outlook for 2024.

Two proven ways to make big money in markets

Many ASX success stories – like JB Hi-Fi, Lovisa, and AUB – have followed one of two strategies: rolling out single store formats nationwide or consolidating fragmented industries. Here are the secrets behind these business models.

Podcast: Property picks, PE update, and Warnes on Michelle Bullock

Charter Hall's Steven Bennett talks through commercial property's challenges and opportunities, Schroders' Rainer Ender on private equity's bright spots, and Peter Warnes on how RBA hawkishness will impact rates and the economy.

The best income-generating assets for your portfolio

Is it worth venturing beyond cash and term deposits for steady income? This looks at the pros and cons of assets - including stocks, bonds, and hybrids - in providing yield and how they stack up against cash.

Latest Updates

3 ways to fix Australia’s affordability crisis

Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.

Superannuation

The Division 296 tax is still a quasi-wealth tax

The latest draft legislation may be an improvement but it still has the whiff of a wealth tax about it. The question remains whether a golden opportunity for simpler and fairer super tax reform has been missed.

Superannuation

Is it really ‘your’ super fund?

Your super isn’t a bank account you own; it’s a trust you merely benefit from. So why would the Division 296 tax you personally on assets, income and gains you legally don’t own?

Shares

Inflation is the biggest destroyer of wealth

Inflation consistently undermines wealth, even in low-inflation environments. Whether or not it returns to target, investors must protect portfolios from its compounding impact on future living standards.

Shares

Picking the next sector winner

Global equity markets have experienced stellar returns in 2024 and 2025 led, in large part, by the boom in AI. Which sector could be the next star in global markets? This names three future winners.

Infrastructure

What investors should expect when investing in infrastructure: yield

The case for listed infrastructure is built on stable earnings and cash flows, which have sustained 4% dividend yields across cycles and supported consistent, inflation-linked long-term returns.

Investment strategies

Valuing AI: Extreme bubble, new golden era, or both

The US stock market sits in prolonged bubble territory, driven by AI enthusiasm. History suggests eventual mean reversion, reminding investors to weigh potential risks against current market optimism.

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