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21 May 2025
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Peter Warnes on 2024 ASX opportunities, East 72's Andrew Brown on why he likes owners with 'skin in the game', including Manchester United, and VanEck's Jamie Hannah explains the increasing popularity of smart beta.
Brandywine Global's Richard Rauch warns of US and global recession risks, Vanguard's Duncan Burns on building a simple, effective investment portfolio, and Peter Warnes on the Australian market outlook for 2024.
Charter Hall's Steven Bennett talks through commercial property's challenges and opportunities, Schroders' Rainer Ender on private equity's bright spots, and Peter Warnes on how RBA hawkishness will impact rates and the economy.
Airlie's Matt Williams on recent investments in ResMed and Orora, The World Gold Council's Joe Cavatoni on the rise of digital gold, and Peter Warnes chides investor complacency given economic and market risks.
Special guest, UniSuper CIO John Pearce, on where he's putting money, Peter on how today's events bear similarities to those before the financial crisis, and Graham updates us on the latest developments in LICs.
James Gruber looks at the investment art of doing nothing, Graham Hand wonders why people are paying tax by not starting a super pension, and Peter Warnes predicts a protracted global recession starting mid-next year.
Noel Whittaker on all things retirement, including SMSFs, super, estate planning, and aged care, Graham discusses why LICs are choosing to close, and Peter looks at the bond market carnage and implications for the ASX.
First Sentier's Rudi Minbatiwala explains how to get growing ASX dividend income, Graham on investing for free (ish), and MFS' Anne Marie Bernard on incentivising fund managers and preventing stars from jumping ship.
Ophir Asset Management's Andrew Mitchell on lessons learned from managing money over the past decade, Graham on the next targets to redistribute wealth, and Peter with the reporting season's highs and lows.
Featuring Platinum Asset Management's Andrew Clifford on why he's finding value in China and Japan, Graham looks at life expectancy and returns, while Peter explains what CBA's result tell us about the outlook for banks.
Our latest podcast features John Abernethy of Clime Investment Management on super funds' biggest problem, Peter with a different take on the unlisted assets issue, while Graham looks at retiree fears of running out of money.
Our latest podcast features Andrew Parsons of Resolution Capital on contrarian opportunities in property stocks. Also, Graham looks at home ownership versus super, and Peter discusses the interest rate outlook.
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.
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.
The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?
Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.
While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.
Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.