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Home / Author: James Gruber

James Gruber

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.

Podcast: Andrew Clifford on finding gems amid China rubble

Featuring Platinum Asset Management's Andrew Clifford on why he's finding value in China and Japan, Graham looks at life expectancy and returns, while Peter explains what CBA's result tell us about the outlook for banks.

Podcast: Big flows into super funds force unlisted allocations

Our latest podcast features John Abernethy of Clime Investment Management on super funds' biggest problem, Peter with a different take on the unlisted assets issue, while Graham looks at retiree fears of running out of money.

Is value investing dead?

After a brief hiatus last year, growth stocks are again pummeling value stocks, continuing what's effectively been a 16-year bull market. Yet there are signs that growth is looking bubbly and value's comeback may not be far off.

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Superannuation

Superannuation’s structural failings

Politicians are fighting over access to super, but they may be arguing about the wrong thing. The system’s three fundamental flaws have been hiding in plain sight for decades, costing Australians far more than they realise.

Planning

The great wealth transfer myth

Why do some families preserve wealth for generations while others struggle to? As the great wealth transfer unfolds, the determining factor is often not the structure of the estate, but the preparation of those who will inherit it.

Investment strategies

What comes after bank hybrids?

For years, bank hybrids have been a cornerstone of portfolio income. With tens of billions of dollars now disappearing from the market, investors face a critical question: what comes next, and are the obvious replacements enough?

Investment insights from the US

What happens when knowledge becomes a commodity? The latest themes emerging from the US tech sector suggest AI could reshape company moats, disrupt incumbents and create winners and losers in unexpected places.

Investing

Can Berkshire thrive without Buffett?

Warren Buffett's departure marks the end of an era. But the more important question for investors is whether Berkshire's culture, discipline and capital allocation framework can survive without the man who built them.

Retirement

The Bengen 4% Rule: Lost in translation

For years, retirees have been told to focus on withdrawal rates. But the real question is far simpler: how many dollars can you safely spend? The answer may be very different from what conventional retirement wisdom suggests.

Interest rates

Super low interest rates came with side effects

For more than a decade, investors lived through an era of near-zero interest rates. With bond yields now surging, it's worth asking whether cheap money solved economic problems, or introduced a much larger set of risks.

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