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20 October 2025
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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.
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?
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.
With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.
In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.