November
Australia’s $4trn wealth surge: Are you one of the 760,000?
A look inside the portfolios of the wealthiest investors reveals a structural shift toward private equity and credit.
September
Economists warn investing failsafe is past its use-by date
The 60/40 portfolio is meant to ensure good returns in any environment. But an economic relic from the 1970s is back, upending the strategy many have relied on.
Morgan Stanley private wealth breakaways prepare to set up own shop
Hu and Ding teamed up in 2017 and oversaw around $4 billion of private client money at Morgan Stanley.
August
The best investment habits to teach your children
Encourage children to start early, fail small and embrace key tenets such as diversification.
My retirement budget is $120,000 a year. How much super do I need?
A mix of super withdrawals, age pension and home equity release could fund an annual retirement income of $120,000, experts say.
Rich people are flocking to this asset class. Should you?
A desire to buy innovative products and the prospect of high returns are key reasons high net worth people invest in alternatives. Where should you start?
Beyond the billionaires’ club: Private asset funds go mainstream
Individual investors have been identified as the next big target market and the engine of another decade of growth.
Does crypto deserve a place in your portfolio?
While some investor concerns about crypto are being answered, not all digital currencies are created equal.
July
I built a $1.5m investment portfolio in 5 years. Here’s how
Richard Ye is on his way to $5 million with a no-frills strategy involving low-cost ETFs and dollar-cost averaging.
June
How to hack your way to a family office (with ETFs)
You might not have the money for a family office, but it’s possible to build a portfolio that gives you similar returns with exchange-traded funds.
March
Dividend investing isn’t dead. These 4 charts and 8 stocks prove it
Dividend yields have plunged, putting a beloved investment strategy in danger. But four charts show that Warren Buffett and the dividend critics may be wrong.
January
How Magellan plans to make money, without two super-hot stocks
Hamish Douglass is gone – along with plenty of clients – but the global equities team marches on with the same search for quality compounders.
December 2024
Six ways to get ahead financially in 2025
Start with the end in mind by deciding where you want to be financially in a year’s time.
These are the best performing ETFs in 2024
But the market drivers for exchange-traded funds are forecast to be quite different in 2025.
What’s the best way to invest $200,000 – shares or property?
Both asset types have rewarded investors handsomely, but one strategy will net you $500,000 more – provided you can stomach the risk.
Better returns and lower volatility drive growth in private markets
Strong performance and an opportunity to align investment with social wellbeing has led to increased popularity of the alternatives market.
November 2024
Inside the advice shop putting wealthy Australians into private equity
Australian private equity is only really starting to crack the holy grail – wealthy families. How are they doing it? One name keeps coming up.
October 2024
Big super is flooding the ASX with a record amount of money
For all the talk about private markets, our super retirement funds still love their bread-and-butter listed shares. But that’s not what is driving valuations.
August 2024
The hunt for truly diverse investments – from alligators to concrete
With regular asset classes increasingly correlated, wealthy investors are looking to some esoteric choices.
July 2024
How to navigate the greatest risk to your portfolio
If inflation is sticky and volatile, many holdings may be more dangerous than you think. Here’s how to drive around the potholes.