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7 February 2026
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Market volatility and uncertainty in 2025 prompt the need for a diversified portfolio. Floating Rate Notes offer stability, income, and protection against interest rate risks, making them a valuable investment option.
Are super fund allocations to private markets a form of 'volatility laundering' as one commentator suggests? Perhaps, but it's crucial to distinguish between different segments of private markets for a complete picture.
Super funds are increasingly allocating low and middle-income Australia’s hard-earned dollars to sophisticated and opaque unlisted assets. Reform is needed to bring transparency to the valuations of these assets.
Large super funds hold unlisted assets such as infrastructure, property and private equity. It's likely many of these assets have not been revalued recently, inflating the price paid to members who exit.
Nobody revalues their own home each day in the way they revalue listed equities, but does that mean the value is constant? The daily unit price is calculated in some super funds using unlisted asset valuations.
Listed infrastructure is a large universe of more than 350 companies worth more than US$4 trillion at prevailing market prices. This way of entering the asset class offers several advantages over the unlisted alternative.
Part 2 of this two-part series on unlisted real estate funds, or syndicates, looks at gearing, how returns are generated, and the different types of exit strategies.
Part 1 of this two-part series on unlisted real estate funds, or syndicates, explores their characteristics and most importantly, how the Net Tangible Asset calculation can be misleading. Every syndicate is unique.
Successful investors often say that investing contrary to everyone else is key. Unlisted commercial property is not liquid and carries leverage, but good investing is about finding properties where prices are favourable and creating a more valuable asset.
Many brokers and fund managers have not yet joined the ASX's Managed Fund Settlement Service, mFund. One fund manager explains why they took the leap and their early experiences.
When deciding between listed and unlisted infrastructure securities, the focus should be on the cashflows, the risks associated with those cashflows and the entry price to buy the assets.
What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.
At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.
Treasury has released draft legislation for a new version of the controversial $3 million super tax. It's a significant improvement on the original proposal but there are some stings in the tail.
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
The predictions include dividends will outstrip growth as a source of Australian equity returns, US market performance will be underwhelming, while US government bonds will beat gold.
We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.