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John Abernethy

Clime time: Income assets set for bumper 2024

Inflation has peaked and cash rates are about to peak. That means asset price compression is mostly behind us and 2024 should deliver positive returns for all asset classes, especially those skewed towards income. 

Clime time: why this time really is different

The impact of higher bond yields is cascading through asset classes as higher costs of capital are factored into prices. While bonds may have some respite near-term, stocks are still the best place for long-term returns.

Clime time: Asset allocation decisions for SMSFs

Asset allocation explains up 70% of total investment returns, making it of critical importance to SMSFs. Here are some guidelines for how they should go about it and the macroeconomic events that could influence allocations.

Clime time: the RBA isn't independent nor should it be

Australia should break away from the dogmatic belief that the RBA must be independent of Government. How can it be, when the RBA is the country's largest single creditor, owning around 40% of government debt?

Ignore the noise, long-term investors will be well rewarded

Economic growth, profit growth and therefore dividend growth for Australia is fairly assured over the next decade and the opportunity for patient investors to benefit is greatly enhanced by recent price corrections.

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Investment strategies

Getting rich vs staying rich

Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business, investing and luck, as well as those that preserve wealth.

Investment strategies

Does dividend investing make sense?

Dividend investing offers steady income and behavioral benefits, but its effectiveness depends on goals, market conditions, and fundamentals - especially in retirement, where it may limit full use of savings.

Economics

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

Strategy

Ageing in spurts

Fascinating initial studies suggest that while we age continuously in years, our bodies age, not at a uniform rate, but in spurts at around ages 44 and 60.

Interviews

Platinum's new international funds boss shifts gears

Portfolio Manager Ted Alexander outlines the changes that he's made to Platinum's International Fund portfolio since taking charge in March, while staying true to its contrarian, value-focused roots.

Investment strategies

Four ways to capitalise on a forgotten investing megatrend

The Trump administration has not killed the multi-decade investment opportunity in decarbonisation. These four industries in particular face a step-change in demand and could reward long-term investors.

Strategy

How the election polls got it so wrong

The recent federal election outcome has puzzled many, with Labor's significant win despite a modest primary vote share. Preference flows played a crucial role, highlighting the complexity of forecasting electoral results.

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