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1 July 2025

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Us Equities

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Mapping future US market returns

Exceptional returns from the US sharemarket over the past decade have driven by sales growth, margin expansion, rising valuations, and dividends. Predicting future returns requires careful consideration of these factors.

How can you not be bullish the US?

Trump's election has turbocharged US equities, but can that outperformance continue? Expensive valuations, rising bond yields, and a potential narrowing of EPS growth versus the rest of the world, are risks.

New avenues of growth make 2025 exciting for investors

Investors need to be more discerning this year as headline valuations are high and the economic cycle turns. Dig a little deeper, though, and there are big opportunities in overlooked shares with strong tailwinds.

Warren Buffett's sweetest investment

One of Buffett's most successful investments has been a confectionery company that he bought more than 50 years ago. The investment demonstrates that stocks need not be growth companies to create fortunes.

Should you buy and hold an Artificial Intelligence portfolio?

For those with the patience to own an investment as volatile as the AI sector, buying and holding a stock basket might make sense. However, based on internet stocks’ history, you need not rush to do so.

20 US stocks to buy and hold forever

Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.

Are expectations for the Magnificent Seven too high?

Valuations for the Magnificent Seven stocks are baking in extraordinary growth over the next decade. History shows that delivering on high growth expectations is difficult, but will this time prove different?

A guide to investing in a US election year

US Presidential elections can be divisive and unsettling, and at times, it can seem like the fate of the world hangs in the balance. But when it comes to investing, do elections really matter all that much?

Don't be fooled: a recessionary hit is coming

The concentrated nature of 2023’s equities gains – driven by a handful of mega-cap technology and internet companies – hides signs of increasing vulnerability within markets. It's time to get defensive and buy quality stocks.

Are we reaching peak passive investment?

Five years ago, the move towards passive investment in the US was obvious, and warranted. But there are compelling reasons to think that the next decade will be a more productive environment for active strategies.

3 fortress growth stocks for volatile times

The market has erred by shunning growth companies indiscriminately. There are many growing businesses that enjoy strong free cash flow and robust balance sheets, including three US-listed large-cap companies outlined here.

Five charts show investors should care about US midterm elections

Distracted by inflation and Ukraine worries, the market is overlooking that the US midterm elections due on 8 November 2022 usually impact equities. As US markets affect all others, what are the implications?

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Australian house prices close in on world record

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.

The case for the $3 million super tax

The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

The super tax and the defined benefits scandal

Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.

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