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22 August 2025
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There's been a surge of interest in overseas equities as the Australian market lags. This explores various approaches to determine the best allocation of international equities within a long-term investment portfolio.
Who will emerge as the largest multinationals in the decades to come? There's a fair chance they won't come from the West - here is a look at why this is, and the three stocks that could become global powerhouses.
The decision whether to hedge your international equity portfolio can impact your investment over the short and medium term, but an analysis of the data shows that currency impact over the long term is negligible.
The ATO's data on SMSF asset allocation is as much as 27 months out-of-date and categories such as cash and global investments are reported incorrectly. We should question the motives of some who quote the numbers.
SMSFs are continuing to use the ASX20 as a bargain buy, but are also diversifying into mid caps and international shares via direct investments, ETFs and LICs.
Many investors in global portfolios overlook the currency exposure and should consider leaving hedging decisions to specialists. There is no single optimal hedging strategy as conditions vary over time.
Some global index calculations understate the performance of the portfolio, making it easier for fund managers to outperform. Investors should know this and manage the consequences.
Investing in global opportunities allows a portfolio to benefit from trends and industries that are not available in Australia, and even when a company is listed here, it may be cheaper overseas.
The soon-to-be-listed Future Generation Global Investment Company delivers on numerous fronts. It offers an appealing structure for investors while benefiting needy charities, but there are a few points to watch.
According to the ATO, SMSFs only hold 0.5% of their portfolios in global shares, despite the institutional average being over 20%. A closer look at the ATO data sources reveals that this statistic is most unreliable.
With recent volatility in the value of the Australian dollar, investor attention is drawn to the topic of currency hedging. What impact does currency have on an international equity portfolio for an Australian investor?
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.
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?
The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.