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11 April 2026
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As interest rates normalise, investors have been pouring money into cash and bonds, and out of equities. This type of tactical asset allocation may seem sensible though it's unlikely to deliver the best long-term results.
Best-in-class or ‘pure-play’ companies concentrate on one business really well, while companies with diverse operations lead to inefficient capital allocation and underinvest in the best opportunities.
The movie, 2001: A Space Odyssey, not only took a journey into the future, it glimpsed many technologies that are now with us. It’s time to look ahead to future asset allocations.
Sticking to a long-term ‘set and forget’ asset allocation plan forgets those close to or in the retirement phase. Further, we are at a point where prospective returns in all markets are lower.
Allocation Switch is an asset allocation strategy that follows the profits instead of following the market, which arguably helps limit downside in the event of a market crash.
An investment strategy and its appropriate ‘strategic asset allocation’ should balance what you are hoping to achieve against the risk of adverse outcomes along the way. It calls for honesty, realism and the right risk tolerance.
One in five Australians die before retirement and most have not set up their super properly so their loved ones can benefit from all their hard work and savings.
Stay on top of the latest changes to superannuation rates and thresholds for 2026, including increases to transfer balance cap, concessional contributions cap, and non-concessional contributions cap.
An ageing Australia is shifting the superannuation system’s focus from accumulation to the lifecycle of retirement. While these pressures have been anticipated for decades, they are now converging at scale and driving widespread industry change.
The 20 years after Peter Costello left Treasury have been deemed wasted...by Peter Costello. The missed opportunities for Australia began long before.
The Strait of Hormuz closure due to US-Iran conflict severely disrupted global energy supply chains. While various emergency measures mitigated the crude impact, the refined product market faces unprecedented stress.
With the upcoming budget increasingly likely to include bold proposals to alter the tax code I’ve outlined three incremental steps with fewer unintended consequences.