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10 May 2024
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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.
Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.
How useful are the retirement savings and spending targets put out by various groups such as ASFA? Not very, and it's reducing the ability of ordinary retirees to fully understand their retirement income options.
Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.
The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.
Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.
We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them. Here's a 24-point checklist of the most important issues to address.