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8 October 2025
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Consensus expectations have finally centered on a long-term outlook characterised by tepid growth and inflation, but there is risk that a cyclical rebound in economic fundamentals could cause a market repricing, ultimately mistaking ‘the trend for the cycle’.
As we head into the end of the year, many parents are thinking about the onset of school fees and how to afford them.
The e-commerce giant’s entry into the Australian market has been a constant source of discussion for several months, and the likelihood of a large disruption for our local retailers appears to have already been priced in.
The essential service nature and large environmental footprints of infrastructure assets make sustainability considerations a vital part of doing business.
A large part of the return from investing in emerging market assets comes from currency exposure. However, Australian dollar investors typically lose out on this due to the economic links between Australia and Asia, and the impact of changes in commodity prices.
It’s been over 12 months since BetaShares launched a range of ETFs providing Australian investors with exposure to portfolios of sector specific global companies in a single ASX trade.
SMSFs primarily invest in three asset classes – cash, domestic shares and direct property. Commentators often suggest that home bias – a behavioural trait of investors who disproportionately prefer more familiar domestic assets – is responsible for the lack of international asset holdings in SMSFs.
How should an investor allocate across active and passive investments? It’s a challenging decision with many components. In the absence of a structured decision-making process, investors are left making arbitrary decisions based on implicit assumptions.
The Australian ETF industry grew by over $1 billion this month, with the industry rising to a fresh record high Total industry funds under management at the month end was $32.0 billion, a growth rate of 3.5% or $1076 million for the month.
Starting and running an SMSF can be a great way to build wealth for the future, but it also comes with some serious responsibilities.
Despite small gains in balances, investment returns will be lower for longer and many SMSFs are further away from achieving their retirement goals than previously.
Australian investors, as young as 18, are turning to the sharemarket in record numbers to build their wealth, according to new data released by nabtrade.
This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.
An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.
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.
Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?
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?
This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.