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9 October 2025
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Investors view infrastructure as a defensive asset class rather than one with compelling growth prospects. These five tailwinds for demand over the coming decades suggest that such a stance could be mistaken.
Australia is running world-leading population growth rates but neglecting housing supply. We need to ask better questions and form a population plan linked to housing, infrastructure and employment opportunities.
Australia’s push to delay retirement has boosted workforce participation - but at a cost. New research shows the measures have unintentionally impacted fertility rates, and the trend will be hard to reverse.
Australia’s housing supply is falling far short of demand, driving up prices and rents. With approvals down, costs up, and planning delays rampant, the next generation may not forget - or forgive - this crisis.
GDP was 0.3% for last quarter but the real story is this was Australia’s seventh consecutive quarter of negative GDP per capita growth. How does this economic drought compare to past ones, and what can we expect in future?
Immigration offers economic benefits, such as tax revenue, increased productivity, and reduced crime, but also challenges, including social cohesion. This looks at how Canada and Germany are balancing these complexities.
Across the globe, leaders are concerned about the fallout from declining birth rates and shrinking populations. Australia, though attractive to migrants, mirrors global birth rate declines, and faces its own challenges.
With Australia’s population moving through the fastest rate of growth since the 1950s, our cities and towns are naturally densifying. This is a look at the latest trends and how they will impact the property market.
Baby boomers will account for a third of population growth between 2024 and 2029, making this generation the biggest age-related growth sector over this period. They will shape the housing market with their unique preferences.
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.
India has overtaken China as the world's most populous nation and under a reformist Prime Minister, it's growing faster than most other emerging markets. It's also got well-run companies, some of which are global leaders.
It's a puzzle that many people want both more homeownership and more landlords and rental housing. Increasing the ratio of homeownership to rental out of the stock of homes means landlords selling on balance.
LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.
Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?
This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.
Retirement can be daunting for Australians facing financial uncertainty. Understand your goals, longevity challenges, inflation impacts, market risks, and components of retirement income with these crucial charts.
Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.
Australia's superannuation system faces a 'Rubicon' moment, a turning point where the focus is shifting from accumulation phase to retirement readiness, but unfortunately, many funds are not rising to the challenge.