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25 May 2025
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Index fund inflows to the US market are relatively tiny. Yet a new research paper suggests that they have distorted the size of the market's largest stocks to a surprising degree.
Markets are partying like it's 1999, but history suggests that US earnings and economic growth are vulnerable following an interest rate tightening cycle. Investors should prepare their portfolios accordingly.
Despite the rhetoric from some investors, backing smaller, riskier stocks in the Australian share market will not necessarily give better returns than larger, less volatile stocks.
The 20% share price gains over the past 12 months have not been supported by similar improvements in company earnings. The market is willing to pay far more for each $1 of profit or dividends.
Share markets are booming not because companies are increasing earnings, but because falling interest rates are driving asset prices ever-higher. It is artificial and it will not end well.
Markets and assets look expensive, but technology at least offers high revenue growth and fast rates of adoption. However, much of that great promise may benefit consumers more than investors.
Stock markets overall had a good year in FY 2016/2017 while bonds and defensives like listed property struggled. Looking to the future, what are the three most-asked questions facing investors?
For many decades, stock market performance in January consistently outperformed other months of the year, but before you start planning an arbitrage strategy, that horse has bolted.
A simple strategy of backing prior winners and shorting prior losers has outperformed again in 2015, supporting arguments for 'momentum' investing. It's an example of a factor that can be used across a portfolio.
In part 2 of Who Wins? we look at an Australian investor holding US shares compared with an investment in the local market, plus the relationship between inflation and exchange rates.
A study of Australia's stock market returns for Australian investors versus the returns from the US stock market for US investors uncovers some interesting trends. Where do the returns come from in each country?
In the last part of our Labor v Liberal series, we look at the impact deficits and surpluses have had on equity returns. The statistics show an interesting trend of high performing equity markets in periods of deficit.
Sydney is set to become the world’s most expensive city for housing over the next 12 months, a new report shows. Our other major cities aren’t far behind unless there are major changes to improve housing affordability.
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.
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.
Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business, investing and luck, as well as those that preserve wealth.