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20 March 2026
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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.
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.
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.
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?
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.
With the upcoming budget increasingly likely to include bold proposals to alter the tax code I’ve outlined three incremental steps with fewer unintended consequences.
The impact of the Iran War is far more than expensive petrol. Higher oil prices have secondary inflationary impacts that reverberate throughout the economy which could be bad news for Australians with mortgages.
Global Listed Infrastructure dividends are forecast to grow 5-6% p.a over the next two years. After a hiatus, share buybacks are back on the agenda and will play an integral role in shareholder returns.
Past oil shocks offer lessons for investors dealing with the fallout from the Iran War and the ongoing impact on inflation.
Former Australian Prime Minister, Paul Keating, once said "When you change the government, you change the country." We're about to see whether that holds true in Japan.
Central banks now hold more gold reserves than US Treasuries, signalling a shift in safe-haven asset strategy and portfolio diversification as geopolitical risks increase.
Historically economic progress is measured by GDP growth but there is an increasing body of work that explores quantitative measures of wellbeing.