April
- Opinion
- Investing
What you’re missing out by investing only in Australian shares
With low forecast earnings domestically, if you aren’t diversifying across markets, it’s time to do so now.
March
- Opinion
- Investing
Two ETFs for investors looking to tap bargains in China recovery
There is no telling if the Chinese sharemarket crash is over, but smart investors know that in carnage can lie opportunity.
February
- Opinion
- Investing
Why private credit is redefining fixed income
There’s a lot to like about investing in private credit but beware the shonks.
January
- Opinion
- Sharemarket
Five reasons US stocks may not be as expensive as you think
There’s no way of telling if returns will continue to be as high, but it’s hard to argue against American exceptionalism when it comes to making a buck.
November 2023
Want to make more money in bonds? Skip the ‘bargain hunt’
Duration risk, and the volatility it causes, is the trickiest part about investing in bonds, even after they’ve copped a beating.
October 2023
- Opinion
- Sharemarket
The big spending that could keep the US out of recession
The doomsayers were wrong with dire predictions late last year – and they could be off the mark this time, too.
September 2023
- Opinion
- Sharemarket
Why emerging markets might finally deliver
Some forecast higher returns than developed countries over the next 12 months, but there are reasons for the sector’s long-term underperformance.
August 2023
- Opinion
- Sharemarket
The ASX 200 is stuck in the mud – but investors keep winning
The ASX 200 has been moving sideways for three-and-a-half years but dividends and franking credits mean investors are likely to have earned nearly 9 per cent a year.
July 2023
Keep your wits about AI’s heady possibilities
Analysts are falling over themselves trying to work out AI’s productivity and earnings implications, but at this stage anything they say just an educated guess.
- Opinion
- US recession
How to win the recession guessing game
There’s a good argument for remaining invested in shares, but retaining an allocation to cash or fixed income as a defensive strategy and to pick up a bargain.
June 2023
- Opinion
- Sharemarket
Where to find opportunity in small caps
The multi-year discount small caps are trading at compared to large caps, both in Australia and overseas, could mean now is the time to act.
May 2023
- Opinion
- Investing
Where you can find higher returns with less risk
Private equity and credit have outperformed their public market equivalents in 20 of the past 21 years, with significantly less volatility.
April 2023
- Opinion
- Monetary policy
Why central banks are getting it wrong
Smart investors need to remember to base their investment decisions on what they think will happen, not what should happen.
March 2023
- Opinion
- Investing
Market themes that should drive your investment decisions
With unprecedented money flagged to be spent on climate-related projects, this is how investors can get exposure.
February 2023
- Opinion
- Sharemarket
The surge in US shares is likely to end. Here’s what you need to do
The decade-long bull run in US shares is about to change. Here’s what you need to do to get ready.
- Updated
December 2022
- Opinion
- Sharemarket
Don’t expect anyone to ring a bell at the bottom
At times like this, investors might look to experts for market insights. The reality is, however, that none of those experts is completely reliable.
November 2022
- Opinion
- Sharemarket
Profit from the bear market by buying cheap overseas
Between 2010 and 2020, the Australian market returned 7.2 per cent per year, compared to the US market’s 15.9 per cent. Franking won’t double your returns.
October 2022
- Opinion
- Currencies
Should you hedge your offshore investments?
While our dollar has fallen against the US dollar, it has strengthened against the euro, yen and pound. So check your currency exposure.
September 2022
- Opinion
- Investing
Alternative assets that could save your portfolio
When financial markets are in upheaval and listed assets offer little diversification protection, this is what smart investors should be looking at.
August 2022
- Opinion
- Bonds
How to get your head around fixed income
Just as with equities, the uncertain outlook for inflation is a game changer for bonds.
