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Investment Strategy

1-12 out of 45 results.

Study supports what many suspected about passive investing

The surge in passive investing doesn’t just mirror the market—it shapes it, often amplifying the rise of the largest firms and creating new risks and opportunities. For investors, understanding these effects is essential.

Ophir on Trump, constant improvement, and Life360

In this interview, Ophir’s Andrew Mitchell outlines how he’s handled recent Trump-fuelled volatility, his three key criteria for picking stocks, and why he thinks Life360 is set for much bigger things.

Could this flaw in human thinking be exploited for market gains?

People are hard-wired to make poor financial decisions under conditions of uncertainty. A new research paper explores whether a strategy built to exploit these biases in financial markets could succeed.

The iron law of building wealth

The best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment strategy that won’t be swayed by short-term market gyrations.

What's unique about private equity?

Research finds that private equity claims of offering superior risk-adjusted returns to public markets are exaggerated. Complexity, capital calls, and illiquidity are among the challenges investors face to reap potential rewards.

Clime time: Tailwinds for asset prices in 2024 and beyond

Inflation is yesterday's issue and markets have started to reflect that. ASX prospects look positive with consumption growth, tax cuts, infrastructure investment, and a Chinese recovery to flow through to corporate earnings.

Clime time: Income assets set for bumper 2024

Inflation has peaked and cash rates are about to peak. That means asset price compression is mostly behind us and 2024 should deliver positive returns for all asset classes, especially those skewed towards income. 

How likely are market crashes?

It is well known that equities are subject to both booms and busts, testing the discipline of most investors. New research proposes a framework for assessing the likelihood of large equity market drawdowns.

Clime time: why this time really is different

The impact of higher bond yields is cascading through asset classes as higher costs of capital are factored into prices. While bonds may have some respite near-term, stocks are still the best place for long-term returns.

Clime time: Why stocks beat bonds for income investors

While bond yields are more attractive than they were a year or two ago, they're still not high enough to compensate for the risks of persistent inflation. Equities offer the best prospects for income oriented investors.

Investing for generations

How would you invest if you could live forever? Endowments and Sovereign Wealth Funds must address this question, and here are some guidelines about how best to construct your own ultra long-term portfolio.

Clime time: Asset allocation decisions for SMSFs

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.

Most viewed in recent weeks

Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

100 Aussies: seven charts on who earns, pays, and owns

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.

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains. 

9 winning investment strategies

There are many ways to invest in stocks, but some strategies are more effective than others. Here are nine tried and tested investment approaches - choosing one of these can improve your chances of reaching your financial goals.

Chinese steel - building a Sydney Harbour Bridge every 10 minutes

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?

With markets near record highs, here's what you should do with your portfolio

Markets have weathered geopolitical turmoil, hitting near record highs. Investors face tough decisions on valuations, asset concentration, and strategic portfolio rebalancing for risk control and future returns.

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