This Month
John Sevior returns to funds management as Ellerston Capital adviser
The veteran stockpicker had left the industry in 2023 after a long stint at Perpetual and having founded his own investment firm, Airlie Funds Management.
February
What family offices are investing in
This booming sector likes to keep a low profile. But its secrets aren’t always far from the surface.
This could be the decade of the 50/50 portfolio
It’s been a fun tech-fueled ride on equity markets but now’s the time to buy more bonds.
Battle for Insignia becomes three-way bidding war
Brookfield is vying for the owner of MLC, joining a $3.1 billion wealth management tussle with CC Capital and Bain Capital.
January
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.
December 2024
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.
These are the best performing ETFs in 2024
But the market drivers for exchange-traded funds are forecast to be quite different in 2025.
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.
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.
November 2024
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.
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.
October 2024
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.
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.
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.
July 2024
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’.
June 2024
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.
May 2024
The economy is turning and your investment portfolio needs attention
Residential mortgage-backed securities might be a good option in a weakening economy.
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.
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.
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.