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30 April 2025
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The best investors have a similar trait to the best gamblers: they bet when the odds are overwhelmingly in their favour. Investors such as Bill Gross, Edward Thorp, and Charlie Munger used a probabilistic mindset to beat markets.
Capital growth may disappoint over the next decade, making dividends critical to investor returns. The best stocks will be those that pay consistent, high dividends and are inexpensive.
Australian retail investors appear pessimistic about the market outlook with cash allocations at record highs. Those buying prefer materials and energy stocks, while fallen angels such as Magellan are out of favour.
Markets are pricing in rate cuts, but they will be disappointed as rates plateau at a higher level through 2023. That means that investors will have a way to generate returns - using bonds - without being forced into higher risk assets.
We’re in a rare moment in history where the term premium has been negative for a number of years. History suggests that won't last, and here are the best ways to position your portfolio to benefit from the change.
The active versus passive debate rests on the lazy assumption that it's not possible to consistently choose managers that outperform. Both the premise and (hence) the narrative are flawed.
The biggest structural stories in healthcare will involve cell and gene therapies, and genomics. Companies that supply those developing vaccines and other therapies are where the best investment opportunities lie.
Like in the 1970s, today's investors face challenges of inflation, cold war, and fraying global trade ties - but unlike then, there's now high debt and environmental problems. Here's how to best navigate the difficult backdrop.
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.
Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now?
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.
Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.
Larry Fink is one of the smartest people in the finance industry. In his latest shareholder letter, the Blackrock CEO outlines his quest to become the biggest player in private assets and upend investor portfolios.
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.