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12 August 2025
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Investor portfolios built on a dividend-focused strategy will need to be 100% allocated to equities and greatly elevate their portfolio risk, to meet most income needs in the current low yield environment.
The continued development of strategies to harvest factor returns in a low-cost manner has effectively raised the bar for many managers.
While short-term market conditions tend to grab headlines, it’s the long-term story that really counts. As Vanguard's Index Chart shows, while markets fluctuate on a daily basis, asset values have steadily increased over the last 30 years.
Following the sharp fall in markets at the start of the year, Q2 saw strong rallies across global equity markets as investors shed their bear skins for bull horns.
Investors rush back to equities in Q4 as ETF market breaks records in 2019.
Friction from the trade war, the Brexit saga and broader political uncertainty have translated to further muted expectations for global growth.
This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.
After a stellar 2025 to date for equities, warning signs - from speculative froth to stretched valuations - suggest the market’s calm may be masking deeper fragilities. Strategic rebalancing feels increasingly timely.
Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.
Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate.
Blackberry clung on to the superiority of keyboards at the beginning of the touchscreen era and paid the ultimate price. Could the rise of agentic AI and a new generation of hardware do something similar to Apple?
The bond market is quietly regaining strength. As rate cuts loom and economic growth moderates, high-quality credit and global fixed income present renewed opportunities for investors seeking income and stability.
Companies trading at over 10x revenue now account for over 20% of the MSCI World index, levels not seen since the dotcom bubble. Can these shares create lasting value, or are they destined to unravel?