SMSF assets reach $1 trillion, with record level of investments in property and cash

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Many self-managed super funds (SMSFs) are taking a gamble with their retirement savings, pouring record amounts into cash and property while ignoring the stability of fixed income investments, according to... Read more continue reading

Asset allocation – the value of advice (part one)

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While financial advice is always important, it’s especially critical during periods of market volatility in a world with a plethora of geopolitical uncertainty. This article, proudly sponsored by Russell Investments,... Read more continue reading

The growing trend of private companies

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Listed equities are the cornerstone of most diversified investment portfolios. Whether held directly, via an exchange traded fund or an unlisted managed investment, even those investors with a lower tolerance... Read more continue reading

Don’t sit out of the market during the typically temporary election-related market volatility

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With little more than a month to go until the U.S. election, head-of-state elections in other countries this year have shown that even significant or surprise election results don’t lead... Read more continue reading

A spotlight on fixed income investments

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Although we pronounced that ‘bonds are back’ six months ago the journey for fixed income in 2024 has not been a linear one. Sticky inflation and varied labour force numbers... Read more continue reading

To find the bust, you need to find the boom

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The capital cycle drives booms and busts Capitalistic economies allocate resources in accordance with utility. The private sector pulls capital from industries with falling societal value and return on capital... Read more continue reading

Be careful what you wish for from reporting season

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Company results and communications from the recent August 2024 reporting season echo the poor conditions experienced back in 2019, according to Chief Investment Officer at Franklin Templeton specialist investment manager... Read more continue reading

Powering the AI revolution: a superscale cleantech opportunity?

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The amount of electricity consumed by AI is forecast to exceed 85 terawatt hours annually within a couple of years, more than many small countries[1]. The latest whitepaper by Deirdre Cooper,... Read more continue reading

Australian quality small caps outperform amid volatile reporting season

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The recent ASX reporting season highlighted that small caps, in particular, have continued to face challenges in this sluggish economic environment where high interest rates are weighing heavily on many... Read more continue reading

Australian Private Credit – is history about to repeat itself?

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Allocations to Australian private credit continue to grow, driving new borrowers, asset managers and investors into the market. While there may be a place for Australian private credit in some... Read more continue reading