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29 October 2025

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Edition: 166

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Edition 166

  • 29 July 2016

Legendary US fund manager, Bill Gross, co-founded PIMCO and ran their US$270 billion Total Return Fund before joining Janus Capital in 2014. His June and July 2016 Investment Outlooks warn, “Worry for now about the return ‘of’ your money, not return ‘on’ it ... You have a better chance of observing another era like the previous 40-year one on the planet Mars than you do here on good old Earth.”

Are bonds failing us as a warning signal?

In previous cycles, bond yields provided a strong indication of the general health of the economy, but huge coordinated actions by central banks are changing that paradigm. Watch how you read the signals.

Seniors living is becoming a mainstream investment

The seniors accommodation sector offers opportunities for investors willing to take a long-term approach, as the population ages and demands a wide range of different types of facilities.

Estate planning and your wishes after death

Estate planning involves making a lot of difficult decisions. In Part 3 of this series, three often-overlooked issues are explored: power of attorney, superannuation death benefits, and insurance.

Investing conservatively vs conventionally: is there a difference?

The ASX’s top 20 companies as a group performed poorly last year, due in part to the cost of purchasing those shares. This begs the question, just because an investment is conventional, is it by definition conservative?

Australia’s other boom exports

As Australia's commodities boom wanes, other more resilient industries have strengthened. Tourism, education, food, and wine exports have surged, with demand led by Asia.

Investing is a balancing act

Investors should set a preferred asset allocation based on risk tolerance, but sticking to it through tough market conditions is a challenge. Yet most of an investor's return comes from asset class allocation.

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Why super returns may be heading lower

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Preparing for aged care

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Why I dislike dividend stocks

If you need income then buying dividend stocks makes perfect sense. But if you don’t then it makes little sense because it’s likely to limit building real wealth. Here’s what you should do instead.

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