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29 March 2024
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The Wealth of Experience podcast features Morningstar's Global CIO Dan Kemp on building an 'all-weather' portfolio, plus Graham on capital gains tax and the RBA Review, and Peter with four favourite market themes.
Jeremy Grantham has seen it all before, with bubbles every 15 years or so. The higher you go, the longer and greater the fall. You can have a high-priced asset or a high-yielding asset, but not both at the same time.
Morningstar's full report on asset class returns for all terms out to 10 years updated to 31 December 2017, plus standard deviations (volatility) of returns in each asset class, a 'risk' measure often overlooked by investors.
Morningstar’s asset class gameboard for 2015 updates how each asset class has performed over the last 20 years, and shows that no single asset class consistently outperforms the others.
At the Morningstar Investment Conference 2015, delegates were polled prior to each session. The results provide a valuable insight into how financial advisers and professionals currently view opportunities in the market.
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.
Valuations for the Magnificent Seven stocks are baking in extraordinary growth over the next decade. History shows that delivering on high growth expectations is difficult, but will this time prove different?
Borrowing to invest provides greater exposure to the share market and its potential gains or losses, as well as more associated franking credits. However, there are additional risks and costs to consider.
US bank balance sheets are expanding again, driving increasing money supply that is finding its way into markets. It means inflation is likely to remain high, and inflation hedges like Bitcoin and gold may continue to do well.
Investors often express their views on markets by tilting their portfolios towards certain sectors, in the hope of generating excess returns. Factor investing is a more sophisticated tool that can help to achieve better results.
ESG investing has come under criticism for performance and so-called greenwashing. Is the criticism overblown, and if so, what potential benefits can it deliver to investors' portfolios in the long term?