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30 April 2025
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The US market has pummelled Australia's over the past 16 years and for good reason: it has some incredible businesses. Australia does too, but if you want to enjoy US-type returns, you need to know where to look.
Many ASX success stories – like JB Hi-Fi, Lovisa, and AUB – have followed one of two strategies: rolling out single store formats nationwide or consolidating fragmented industries. Here are the secrets behind these business models.
The ASX 200 is around the same price that it was 16 years ago. The poor long-term performance can be largely blamed on our taxation system, which encourages companies to pay out most of their earnings as dividends.
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.
We are in a new thesis and a regime change. Central banks previously supported asset prices but now the focus is on beating inflation. Investors need new strategies to adapt to the different conditions ahead.
Private equity is attracting ever larger allocations from institutional investors. Russel Pillemer makes a case that all investors should consider the asset class.
Dividend streams tend to be stable and determined by fundamental factors. Unlike capital valuations, which are affected by estimates of prospective returns which are, in turn, strongly affected by market sentiment.
Australians love dividends and complain when a company cuts its payouts. But neither Amazon not Berkshire Hathaway are ever likely to pay a dividend, and it doesn't bother most of their investors.
Investors and financial market professionals underestimate the power of franking credits to enhance returns, especially in pension phase where franking is fully refunded.
While investors like receiving healthy dividends, it's money that the company can then no longer use for capital growth. Less can really be more if there are better growth prospects with lower dividends.
The market has been supplying investors with high dividend-paying stocks, but unfortunately, this focus overlooks better opportunities with more growth and capital appreciation.
There’s nothing quite like receiving cash without having contributed any sweat or labour. But are dividends the best way for companies to reward their investors? What's happened to reinvesting for future growth?
With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.
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.