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18 April 2024
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Did anyone tell the Treasurer that if he had replaced the $5 note with a $5 coin, he could have saved $1 billion? The Government makes a profit from minting coins but we still need to decide whose face we want.
We’re in a rare moment in history where the term premium has been negative for a number of years. History suggests that won't last, and here are the best ways to position your portfolio to benefit from the change.
It makes sense to have long-term savings directed to financing long-term investments and short-term savings (which involve liquidity risk for the institutions accepting them) invested in shorter term investments.
Howard Marks updates his views on markets and whether we are in a bubble, but his comments on fund managers in public markets, liquidity premiums in private markets and the role of SPACs were most original.
Structural differences tied into the same asset class can provide divergent performance and investors need to be clear about their objectives when choosing the vehicle through which they take exposure.
Many people would place ‘capturing the illiquidity premium’ on a list of benefits from long-term investing, but achieving additional returns is not as simple as just buying and holding an illiquid asset.
The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.
Jim Simons has achieved breathtaking returns of 62% p.a. over 33 years, a track record like no other, yet he remains little known to the public. Here’s how he’s done it, and the lessons that can be applied to our own investing.
Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.
Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.
Being rich is having a high-paying job and accumulating fancy houses and cars, while being wealthy is owning assets that provide passive income, as well as freedom and flexibility. Knowing the difference can reframe your life.
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.