October 2023
When ETF ‘equal weight’ strategy goes off balance
The past five years have shown the simplest strategy of all – investing equal amounts in companies in an index – might not suit all markets.
September 2023
How to reap higher yields offshore as rates coast sideways
Emerging economies and sub-investment-grade companies have good reasons to pay chunky yields.
August 2023
Some REITs will weather the slowdown
Australian real estate investment trusts have weathered huge recent challenges. If things can’t get worse, are they about to get better?
July 2023
‘Standout asset class’: why investors are now piling cash into bonds
Allocations to fixed income are growing as people return to the certainty of its distributions over the uncertainty of owning shares.
Boost your returns with clever cuts to investing costs
To hit their targets, investors need to understand how much they are paying and where, so that strategies can be tweaked and costs constrained.
This tool can shortcut your search for winner stocks
Screening software that winnows thousands of listed companies to a manageable list to research is a powerful time-saver – as long as sensible criteria are chosen.
April 2023
Why we sell winners and hold losers
How can it be that investors who have a knack for picking winners end up losing money? We can blame the brain – and learn some simple strategies to rewire it.
Don’t let inflation eat your lunch
The dynamics of investing are back in play as higher interest rates reward income strategies. But if inflation is higher for longer, portfolios will go backwards.
February 2023
How to pick ASX stocks with reliable dividends
Blue-chip companies have been surprisingly generous in returning capital to investors this year. But with interest rates rising, are you better off in a term deposit or exchange-traded fund?
December 2022
How to tell when there are cracks in your strategy
The market downturn of 2022 will have many asking themselves if their strategy is up to scratch. But switching strategies isn’t always the solution.
September 2022
Eight biggest mistakes made by DIY super funds
Many trustees are losing out on returns or paying unnecessary penalties – this is what they need to change.
July 2022
Buying new parcel of shares? What you need to sell first
It takes nerve to commit to a company, but it takes just as much willpower to say goodbye.
May 2022
How to rebalance your portfolio to handle turbulent times
Investors who stick to a predetermined ratio of growth assets to defensives have a better chance of taking profits and buying value when the herd is paralysed by indecision.
December 2015
Income 101: how to tune your portfolio for yield
The line between growth and income assets can be blurry, and the task of determining allocations is difficult. We'd better ask the experts.
Which stocks outperformed in 2015
It's been a pretty lousy year for the benchmark, but a few sectors within the ASX have done very well.
Even in retirement it might pay to take risks
Because not all retirees are the same, one person's retirement portfolio may need more in the way of growth assets than someone else's.
ASX Sharemarket Game winner gives his stock-picking tip: 'Stay calm like Fonzie'
Two winners of this year's second ASX Sharemarket Game did well by playing it cool.
Should investors back the biggest losers?
We've taken a look at stocks that experienced sudden share price drops over the past year and if it's a good idea to buy them.
November 2015
'Buy Aussie dollar when Fed hikes': Saxo's Steen Jakobsen
The Australian dollar is continuing its underdog rally, but the unexpected gains in the currency may not be over, says Saxo Bank chief economist Steen Jakobsen.
Australian dollar looks cheap if China does better than expected
Saxo bank chief economist Steen Jakobsen expects the Australian dollar will outperform in the first six months of next year.