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21 May 2025
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Looking behind the headline profits, using commodity prices for forecasting, consistency of long-term investing, a lifetime investments insights, key areas of super research, and healthcare opportunities in China.
The major banks and other large companies attract a lot of attention when they report profits of billions of dollars, but other measures of profitability show the big headline figures can be misleading.
It's not low or high commodities prices, or even rising or falling prices, that matter for the share market. A pattern relating to changes in the rate of change can be observed as far back as the 1950s as a useful forecasting tool.
A long-term investment horizon usually produces the best results for a balanced portfolio, but ignoring the bumps along the way can be difficult. Even a well-diversified portfolio will have large swings in the short-term.
Future retirees will be expected to be even more reliant on their own superannuation instead of the age pension. For the younger generation, your lifetime of investing should begin now, while time on your side.
When industry, regulators and academics met to discuss the direction of superannuation research, a number of key themes emerged, showing where our super system is evolving to.
Australian businesses are in a unique position to assist with China's growing need for healthcare and aged care facilities as the country faces rising chronic illnesses and a rapidly ageing population.
Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?
Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.
While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.
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.