August
The hunt for truly diverse investments – from alligators to concrete
With regular asset classes increasingly correlated, wealthy investors are looking to some esoteric choices.
- Alan Livsey
July
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.
- Giselle Roux
May
How the rich use this tax strategy to get richer
For many people, debt is a scary word. But debt can help build wealth so long as you’re careful about it.
- Michelle Bowes
There are 635,000 rich Australians. Are you one of them?
Once, being a millionaire made you wealthy. But the goal posts have shifted, and a two-storey house with in-ground pool doesn’t really cut it any more.
- Michelle Bowes
10 investment tips to ride out the ‘new normal’
Given elevated interest rates and inflation are forecast to flow through financial year 2025, investors are eyeing stocks, property and gold to get ahead.
- Tom Richardson
February
- Opinion
- Bitcoin
If you can’t resist bitcoin, treat it as a ‘satellite’ investment
Often the hardest part of creating wealth is not figuring out the most exciting investments, it’s about remaining committed to a sound portfolio.
- Duncan Burns
January
- Opinion
- Sharemarket
When overseas shares can be too much of a good thing
Not all SMSFs should increase exposure to global equities at the expense of the Australian market. Here’s why.
- Ben Smythe
December 2023
- Opinion
- Opinion
The best five assets to buy in 2024, and three to dump
With inflation remaining high and markets fluctuating wildly, active investors stand to gain the most.
- Andrew Hobbs
Ignore global assets at your peril
Over-emphasising Australian assets in a portfolio at the expense of global stocks can mean missing out on fast-growing sectors and heightens risk.
- Alexandra Cain
What these fundies want to buy in 2024
After the most rapid interest rate hiking cycle in decades, experts agree on one thing: investors need to do their research, more than ever.
- Lucy Dean
November 2023
Want to make more money in bonds? Skip the ‘bargain hunt’
Duration risk, and the volatility it causes, is the trickiest part about investing in bonds, even after they’ve copped a beating.
- James Weir
- Opinion
- Commercial real estate
Five boxes to tick before buying commercial property
Rising cap rates mean investors need to consider whether there is underlying rental growth to support property valuations.
- Sam Tamblyn
- Opinion
- Sharemarket
What investors need to know about companies with high cash flows
Cost-cutting or delaying on the basics may be one of the bigger flaws in corporate cash allocation. Qantas is a classic example.
- Giselle Roux
Six ways to profit from rising gold price
The precious metal has shrugged off a strong US dollar and surging bond yields, signalling renewed strength.
- Tom Richardson
October 2023
Why everyone is investing in ETFs
Exchange-traded funds are an investment megatrend that offer cheaper fees and a vast array of choice. But there is a lot to consider before buying.
- Tom Richardson
‘Don’t catch a falling knife’ and 10 other investing mistakes
Dividend traps, selling winners and buying declining stocks are just a few of the other errors to avoid.
- Tom Richardson
September 2023
- Opinion
- Opinion
Cash and bonds to beat equities and high-risk debt
Elevated sharemarket valuations imply that future returns will be very poor.
- Christopher Joye
How to reap higher yields offshore as rates coast sideways
Emerging economies and sub-investment-grade companies have good reasons to pay chunky yields.
- Jeremy Chunn
- Opinion
- Bonds
Why family offices are rethinking their asset mix
With troubles across their portfolios, they are scrambling to rediscover defensive income.
- James Wright
PE funds are making it easier to invest like the ultra-rich
Schroder slashed the minimum investment in one of its private equity funds by $480,000 to just $20,000. But wider access comes with higher fees and lock up periods.
- Updated
- Duncan Hughes