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19 September 2025
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Listed property trusts have been star performers on the ASX in the last five years, and Ashley Owen uses his amazing charts (are they the best in the business?) to show how it happened and give his expectations for the future.
Listed property trusts have outperformed shares for four of the last five years but after property price increases driven by foreign buyers, what might the future bring?
Although companies adhere to a continuous disclosure regime, it's hard to replace the value of company visits for active managers, who glean insights and understandings that financial reports and ASX statements fail to convey.
Too many variables affect the market and economies, and most are unforeseeable or overly complex to understand. Instead of wasting time on such macro issues, it's better to focus on your investment edge.
While investors like receiving healthy dividends, it's money that the company can then no longer use for capital growth. Less can really be more if there are better growth prospects with lower dividends.
While the evidence points to Australia's housing market coming off the boil, prices are still being supported by Chinese families assisting their children in Australia to buy a house or apartment.
The future of pension and superannuation systems will involve innovation in product design, improvements in regulation, and the use of smarter investment strategies to achieve the long-term goal of funding retirement.
Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.
The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.
This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.
An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.
Are franking credits factored into share prices? The data suggests they're probably not, and there are certain types of stocks that offer higher franking credits as well as the prospect for higher returns.
LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.