Yesterday
Five things those who retire early have in common, other than good pay
Want to say goodbye to working for living? Make sure you understand why, first, then it’s time to get out the calculator.
This Month
Larry Fink says 30-year fixed rate mortgages could change Australia
The BlackRock CEO says 30-year fixed rate mortgages could supercharge Australian economic growth and dynamism. And he knows who can back the idea.
How to build a portfolio using just three ETFs
It is possible to create a simple yet powerful portfolio with a handful of low-cost, exchange-traded funds.
January
The existential risk Australia’s rock star investors are facing
If fund managers cannot work this one out, they could be gone before the problem gets a chance to fix itself. Small shareholders and even super funds would be worse off.
November 2024
Why stock pickers are worth saving in a world gone passive and private
Active management is supposed to be about allocating capital in the best way for the long term. But fundies have found themselves in a short-term pain cycle.
October 2024
Is passive investing a safe bet or a double-edged sword?
While typically considered benign, passive index investing can come with unintended consequences.
August 2024
What investors can learn from 30 years of markets data
Analysis by Vanguard Australia for AFR Weekend reveals how different asset classes have performed and a surprise top performer in the last financial year.
There are five types of investor. Which are you?
The best investing advice is 2500 years old and comes from Greek philosopher Socrates: Know yourself.
June 2024
‘Active’ a dirty word in investing circles, high fees an issue: JP Morgan
JP Morgan executive Andrew Creber argues active managers are on the cusp of a comeback but passive investor Betashares says ‘no chance’.
May 2024
These 5 ETFs posted double-digit returns in April’s shock sell-off
The fall in global sharemarkets stopped the fast-growing ETF industry in its tracks in April, but proved profitable for several short-style strategies.
March 2024
Stock pickers at near record levels of underperformance
More than 75 per cent of all Australian large-cap equity fund managers underperformed the ASX200 benchmark for 2023.
This fundie has a warning on passive investing. Will investors care?
Mega-cap stock have pushed sharemarket indices to stretched levels at a time when risks are building across economies and markets. This $934 billion fundie is worried about a nasty hangover.
February 2024
Wealthy families are trying something new – ditching the secrecy
There’s a new breed of private investment vehicle for the super rich. And they’re less interested in managing money out of view than making more of it.
‘Markets are broken’. This Wall Street legend thinks he has a solution
Markets might be at record highs, but David Einhorn says less and less money is focused on fundamental value. That’s forced a huge change in his investment strategy.
December 2023
How to create the best passive portfolio
Index investing can and likely should be a solid proportion of a portfolio. But it’s not just about picking an index and allocating.
November 2023
Fund that returned 23pc targets billions in investment
Pacific Equity Partners’ investment product has raised more than $200 million and attracted about 1000 wealthy individuals so far.
October 2023
How women beat men in picking stocks
Female investors who adopt higher-risk strategies are outperforming men, a study of wealthy Australian traders has found.
September 2023
The ‘Aldi’ ETF that delivers an extra 0.21pc
Fees charged by funds based on the same index can make a difference to returns, which is why it’s worth taking a closer look.
August 2023
Can you afford to retire early?
This couple plans to do it on $585,000, but the number will vary depending on what your goals and lifestyle are.
June 2023
Meet the young investors who are semi-retired at 27
Drawn in by the Barefoot Investor and unimpressed by the prospect of an endless 9-5, young investors are looking to redefine wealth creation.