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20 September 2024
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As bonds swoon and equities plateau, gold has reached Australian dollar all-time highs, thanks in part to rising geopolitical tensions. Is it too late to buy, or even increase, a gold allocation in a portfolio?
Australian investors have been allocating more to fixed income assets this year. Persistent inflation is a key risk for bonds, and that's where gold can play a diversifying role within an investment portfolio.
Many are comparing Nvidia’s historic run to Cisco Systems in the 1990s. Here is a thought experiment comparing the returns of Cisco since that period to a more conservative alternative, and the results might surprise you.
Asset allocation explains up 70% of total investment returns, making it of critical importance to SMSFs. Here are some guidelines for how they should go about it and the macroeconomic events that could influence allocations.
SMSF investors continue to face inflationary pressure not seen in decades, and it could influence investment performance if the potential effects are not considered. Here's how to inflation-proof your portfolio.
Macroeconomic indicators suggest that the US is in the last stage of the economic cycle with a recession likely by the end of 2023. There are five assets that can help insulate your portfolio if a downturn takes place.
Australian retail investors remain wary of the rising stock market. In fact, they are more defensively positioned than at the height of the Covid crisis, crowding primarily into domestic large cap companies.
Benjamin Graham wrote that everyone should hold between 25% and 75% in equities, with the rest in bonds. That's a big range, but equities give the best long-term returns. The right level is the point where you sleep easy.
As markets whipsaw, the risk that volatility might undermine investors’ ability to achieve their return objectives looms large. What can investors do to mitigate that risk and avoid falling short of their goals?
Since 1980, inflation eroded 81% of purchasing power. $100,000 then can now buy only $19,000 worth of goods and services. The longer money must last, the more we need ‘growth’ assets with inflation protection.
In this environment, safe-haven assets like Government bonds act as a diversifier given the uncorrelated nature to equities during periods of risk-off, while offering a yield above term deposit rates.
Low interest rates have so far not ruffled the 60/40 portfolio, but rising rates mean managers and investors will have to be vigilant to maintain returns while controlling volatility.
News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.
This month, Buffett made waves by revealing he’d sold almost 50% of his shares in Apple in the second quarter. The sale not only shows that Buffett has changed his mind on the stock but remains at the peak of his powers.
We’ve seen how the transfer of wealth can work well, with inherited wealth helping families grow and thrive for generations, as well as how things can go horribly wrong. Here are tips on how to get it right.
A new study has found Australians far outlive people in other English-speaking countries. We live four years longer than the average American and two years more than the average Briton, and some of the reasons why may surprise you.
It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.
Steve Eisman, best known for his ‘Big Short’ bet against US subprime mortgages before the 2008 financial crisis, is now long and betting on what he thinks are the two biggest stories of our time: AI and infrastructure.