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2 September 2025
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Recently, I was asked on a podcast about how I invest now compared to when I was a fund manager. Here, I’ll go through the differences between the two as well as outlining the pros and cons of being an individual investor.
Many assets have enjoyed a positive year, leaving some of them looking pricey. Here we compare valuations of cash, bonds, stocks, and property, and suggest where investors may be able to find opportunities.
The structure of many dividend ETFs leads to lacklustre or non-existent dividend growth. Balancing high yields with long-term dividend growth is essential for effective income investing.
Investors are determined to cling to the idea of a goldilocks scenario for the Australian economy. Meanwhile, company updates paint a picture worse than any we’ve seen post-COVID.
The Coalition is continuing to push for superannuation to be used for housing deposits. It's a bad idea on several fronts, including that it would inevitably push up already expensive housing prices.
Immigration offers economic benefits, such as tax revenue, increased productivity, and reduced crime, but also challenges, including social cohesion. This looks at how Canada and Germany are balancing these complexities.
In a recent webinar, Schroders' Head of Research in Australian equities discussed BHP’s expensive bid for Anglo and a recent commodity collapse that was typical in its nature yet unprecedented in size.
The rise of trading discounts in closed-ended funds has challenged investors. This latest research suggests that funds that exhibit high volatility or beta tend to trade at larger discounts to their net tangible asset values.
Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate.
Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.
The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.
This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.
Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.
China's steel production, equivalent to building one Sydney Harbour Bridge every 10 minutes, has driven Australia's economic growth. With China's slowdown, what does this mean for Australia's economy and investments?