June
We retired early with $4m and learnt two big lessons
Building the wealth to retire early is one (huge) thing. But figuring out how you’re going to spend your time after you do it is a whole other matter.
You can save $213,964 by avoiding this ‘smart’ person’s mistake
Switching in and out of your investments has a financial cost – and the extent of it might surprise you.
May
Big super mergers create havoc for fundies as mandates get yanked
It’s clear the days of investment managers raking in easy money ended long ago. And some of the best-known firms are getting hit hardest as demand dries up.
Three things to look for in a fundie, from someone who’s met hundreds
From the magnificent seven to BATMMAAN, it’s about funding the next big thing – and cutting through the spin, says Russell Investments’ Jon Eggins.
A lot of fundies at Macquarie conference, not a lot of new ideas
Investment conferences are all about who’s on stage. But what if you looked the other way and considered who’s in the crowd?
April
The CBA mystery the whole market’s talking about
Brokers, analysts, investors and bankers are all scrambling to answer the same question: why did the bank’s shares rocket on Tuesday?
Passive investors are smashing active ones – except in one key area
One of the fastest-growing asset classes in Australia is also a rare happy place for active managers. We explain why.
March
This 5-minute test promises to make you a better investor
It’s never been easier to get a “money personality” assessment that offers to unlock your personal investing secrets. But is there any science to it?
February
Five things those who retire early have in common, other than good pay
Want to say goodbye to working for a living? Make sure you understand why first, and then it’s time to get out the calculator.
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.