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2 小时
Unconventional wisdom: 3 things you won't find in my portfolio
There is one asset that has no volatility. Cash. If you put $100 in the bank it will be there when you want to get it out.
1 天
5 key investment themes for the next decade
AI has helped markets to new highs and rightly dominated news headlines. Yet there are other themes, including niche ones ...
1 天
Ask the analyst: What to make of cash gushing Deterra?
Deterra owns a unique and world-class asset but is only suitable for investors who know what they are signing up for.
1 天
Mark to market: What if you don't have a goal?
In a nutshell this means that we all have the tendency to underestimate the magnitude of future change. The fact is that we ...
2 天
Vote in favour of merger for undervalued ASX share
We recommend shareholders vote in favor of its proposed merger. We recommend narrow-most Amcor AMC shareholders vote in favor ...
1 天
Chart of the week: Safe retirement withdrawal rates for your asset allocation
This week's Chart of the Week comes from the State of Retirement Income Report 2024. It looks at where asset allocation and ...
2 天
A map of wealth in Australia
KPMG Urban Economist, Terry Rawnsley, did some great analysis on generational wealth in Australia, using ABS figures to June ...
4 天
Howard Marks warns of stock market froth
The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, ...
2 天
Avoiding the superannuation death tax
I recently inherited $200k from a superannuation death benefit and got taxed a huge chunk.” This was the title of a post I ...
4 天
An investor's 2025 calendar
February brings the first reporting season of 2025 for ASX-listed companies that begin releasing half-year results. At ...
6 天
Chart of the week: House price growth turns negative
This week's chart of the week looks at how house price growth has turned negative for the first time since 2023.
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