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29 January 2026
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With the Origin Energy takeover rejection, push for automatic super pensions, and lobbying to change performance testing, the power of super funds has been on full display. It’s shown the good and bad of our current system.
Inflation has peaked and cash rates are about to peak. That means asset price compression is mostly behind us and 2024 should deliver positive returns for all asset classes, especially those skewed towards income.
When looking at long-term equity index charts, it’s easy to forget the individual stocks underpinning the indices don’t move as a unified block. This has important implications for how you try to extract returns from markets.
Investors are overexposed to recent winners, namely large cap, growth stocks. As a whole, these stocks are exceptionally expensive, which means investors may need to switch strategies to outperform going forward.
The Australian welfare system, including the Age Pension, was designed on the assumption that older people own their home and can age there. But new research shows this to be far from true for many of us.
On December 9, 1983, the Hawke Labor Government made the momentous decision to float the Australian dollar. This looks back at the history behind the decision and how it's served the country well since.
India has overtaken China as the world's most populous nation and under a reformist Prime Minister, it's growing faster than most other emerging markets. It's also got well-run companies, some of which are global leaders.
UniSuper and AustralianSuper are large, complex investment businesses, and it's worth taking a look under the hood before making an investment decision. This looks at the growing trend of bringing investment management in-house.
What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.
At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.
Treasury has released draft legislation for a new version of the controversial $3 million super tax. It's a significant improvement on the original proposal but there are some stings in the tail.
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
The predictions include dividends will outstrip growth as a source of Australian equity returns, US market performance will be underwhelming, while US government bonds will beat gold.
We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.