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20 October 2025

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Edition: 179

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Edition 179

  • 28 October 2016

There are few certainties in investing, and a rule-of-thumb can quickly become a bruised finger. Even the ultimate authorities on good policy, the world's central banks, do not know if lower interest rates are good for growth (because they stimulate economic activity) or bad (because they cause people to save more and consume less).

Benign economic growth but what about shares?

Most commentators believe there is a positive correlation between economic growth and share market performance. The data disproves this, at a world and country level and over time.

Three key retirement factors other than super

Retirement planning is more than superannuation. No use having lots of money if health is poor, and eventually, most of us will face the need for aged care. And don't ignore home equity release when cash is needed.

A decade of Magellan: lessons in building a fund manager

It's a home-grown Australian success story, managing far more for foreign institutions than local, but it took a long time to gain traction while laying the foundations for the massive inflows that were to come.

When age pensions were not welfare

It should be no surprise that many older Australians believe they have an entitlement to the age pension. Like an early version of the superannuation guarantee, pensions were once directly funded by personal tax.

Home ownership struggles will drive changes

Home ownership for Australians aged between 25 and 34 has fallen from 39% to 29% in the last 20 years, and government policies are doing little to make first home buying easier. What are the attitudes of younger clients?

Location, location, location! Is your ETF Australian domiciled?

Not all ETFs are created equally, and it's worth looking under the bonnet. Among many possible differences, the domicile of the fund can have broader implications.

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Are LICs licked?

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.

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

5 charts every retiree must see…

Retirement can be daunting for Australians facing financial uncertainty. Understand your goals, longevity challenges, inflation impacts, market risks, and components of retirement income with these crucial charts.

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

Four best-ever charts for every adviser and investor

In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

The hidden property empire of Australia’s politicians

With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.

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