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Portfolio management

This Month

Can the rally continue? Wall Street thinks so.

Will stocks keep rising in 2025? Don’t listen to the experts

Forecasts from top-tier investment banks should not only be ignored, Plato stockpicker David Allen says, but traders should do the complete opposite.

  • Emma Rapaport

December 2024

Large retail superannuation funds continue to haemorrhage members and money, according to new data from the prudential regulator.

This big super fund just became the first to buy into crypto

AMP says the $27 million it is investing in bitcoin is part of its diversification strategy. Critics say the asset class has no place in retirement portfolios.

  • Michelle Bowes

These are the best performing ETFs in 2024

But the market drivers for exchange-traded funds are forecast to be quite different in 2025.

  • Alexandra Cain
From left: Vihari Ross from Antipodes Partners, Chanel Stuart-Findlay from Plato Investment Management, Julia Weng from Paradice Investment, First Sentier’s Dawn Kanelleas, Airlie’s Emma Fisher, Northcape Capital’s Fleur Wright, Jun Bei Lei from Tribeca Investment Partners, Catherine Allfrey of Wavestone Capital and Armina Rosenberg from Minotaur Capital.

Why Australia’s newest fund may have an edge over rivals

Some of the nation’s best money managers have lined up to drive Future Generation’s latest vehicle, which Geoff Wilson tips could gather billions in assets.

  • Joshua Peach
An advantage of shares is that if you want to avoid concentration risk you can buy the whole market.

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.

  • James Weir
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November 2024

VFMC CEO Kate Galvin.

How a jibe from this CEO’s teenage daughter triggered a career rethink

Kate Galvin, the chief executive of the $92 billion Victorian Funds Management Corporation, hadn’t applied for a new job in 23 years and, without realising it, needed a push.

  • Patrick Durkin
Howard Marks, co-founder of Oaktree Capital, is prepared to give Trump the benefit of the doubt.

Howard Marks and Sohn’s big stars reveal seven rules for investing

Among the stock picks and stunts at the Sohn Hearts & Minds event, Howard Marks and Nick Moakes provided investors with long-term rules for playing markets. 

  • James Thomson

October 2024

Elections tend to have limited, if any, long-lasting impact on markets.

Resist the temptation to adjust your portfolio for a Trump win

Wagering markets have Donald Trump winning the White House but don’t bet your investment portfolio on election results.

  • Penny Pryor
Picking an effective stock portfolio should be like picking a good footy team – so don’t base it on NRL’s Wests Tigers.

Why your share portfolio is like a footy team (and 13 stocks to play)

Just as a team needs players with different skills and roles, so too does an investment portfolio. Brian Han of Morningstar selects 13 stocks to take the field.  

  • James Thomson
Retirees may be drawn to private credit but private equity suits Millennials better.

Retirees and Millennials must take vastly different investment paths

The traditional investment thesis of recent decades may be blown apart by the fragmentation of investor cohorts.

  • Giselle Roux

July 2024

Thames Water has been under significant financial strain, with its largest shareholder writing down the value of its stake to zero.

QIC confirms it has written its 5pc of Thames Water to zero

The Queensland government-owned wealth fund told a parliamentary hearing the decision to write down the undisclosed value was ‘very unfortunate’.

  • James Hall

June 2024

The most important thing an investor can do to take advantage of compound interest is to start as young as possible.

How anyone can turn $5000 into more than $400,000

Building wealth can be simple if you stay disciplined. Here are six essential lessons for share investors.

  • Tom Richardson

May 2024

Ensure you have exposure to assets that can hold value or even rise in adverse conditions.

The economy is turning and your investment portfolio needs attention

Residential mortgage-backed securities might be a good option in a weakening economy.

  • Giselle Roux
Jennifer Westacott, Geoff Wilson and Philip Lowe in Sydney this month.

How Geoff Wilson assembled his investment dream team

Philip Lowe, Jennifer Westacott, Mike Baird, David Paradice, Andrew Forrest and Solomon Lew are among the heavy-hitters who have joined Geoff Wilson’s charitable mission to raise money for kids.

  • Patrick Durkin

April 2024

Why it’s worth selling your investment property before you retire

Making the most of higher superannuation caps can boost your retirement coffers just when you need it the most.

  • Kelly Kennedy
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Assistant Treasurer Stephen Jones is already under fire over other errors contained in the bills.

Labor ‘hot mess’ financial advice laws will drive up costs

A group representing financial advisers, stockbrokers, accountants superannuation trustees and investors said Stephen Jones proposals will drive up costs.

  • Ronald Mizen

February 2024

Marc Rowan.

Apollo racks up Aussie mandates in world’s ‘best’ super system

Apollo Global Management CEO Marc Rowan says “Australia has done an unbelievable job in accumulation. But that increase can’t be absorbed in Australia.”

  • Matthew Cranston

Top investors share the toughest lessons they had to learn

No one gets good at financial decision-making without taking the risk of being wrong and then figuring out how to adjust.

  • Suzanne Woolley

January 2024

“We only invest in companies that are generating cashflow today”: GCQ chief investment officer Doug Tynan.

Picking next AI champion ‘fraught with danger’: GCQ co-founder

Douglas Tynan made the comments as GCQ reveals a 50 per cent annual return in its flagship fund.

  • Primrose Riordan
Anyone over 40 who can afford to make concessional contributions to their super should consider doing so, HLB Mann Judd’s Lindzi Caputo says.

How does your super compare to others on the same income?

If yours falls short, we outline what you can do to get on track.

  • Hannah Wootton

Original URL: https://www.afr.com/topic/portfolio-management-hvs