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Notre Dame Cathedral ablaze in 2019.

What if charity shouldn’t be optimised?

The restoration of Notre Dame is viewed differently by those who see value in funding beautiful things and others who believe helping people should be the priority.

  • Emma Goldberg
The risk/reward trade-off on equity markets is very poor right now, with the equity risk premiums near historic lows.

Bond markets punish imprudent politicians as debt spiral looms

While equity markets have been ebullient, we are having the worst bankruptcy cycle in most developed nations since the global financial crisis.

  • Christopher Joye

I have no spouse or kids. This is what my will looks like

Kerrie Claffey has mapped out plans to leave money to charities close to her heart.

  • Lucy Dean

More than 17,000 legacy pensioners set free but issues remain

The federal government is finally allowing SMSF members to exit old-style pensions.

  • Peter Burgess

How a $4.2 trillion fund was taken for a ride

The scandal shows how brokers and advisers exploit inside knowledge of big trades by multinationals in India’s notoriously leaky equities market.

  • Andy Mukherjee

Can Howard Marks spot a stock bubble twice?

Twenty-five years ago the legendary investor warned about irrational behaviour in dot-com-related stocks. Now, he’s cautioning that valuations are unusually high.

  • Jonathan Levin

Wealthiest Australians

Prominent investor Alex Waislitz and property developer Tim Gurner. Mr Waislitz has accused Mr Gurner’s Gurner Group of delays and defects at its Saint Moritz development.

Alex Waislitz and Tim Gurner feud over luxury St Kilda tower

The wealthy businessmen are at loggerheads over problems at the Saint Moritz development. Mr Waislitz says Mr Gurner is trying to silence residents.

  • Primrose Riordan and Sarah Thompson
Emma Shipley has been appointed managing director of contractor Roberts Co.

Roberts Co names Emma Shipley MD, George Kostas as chair

The Rich Lister-owned building contractor gave little detail about the resignation of its previous CEO Matt Bourne just before Christmas.

  • Michael Bleby

The billionaire, the mine, the minority stake and her lover

It’s 14 years since Gina Rinehart transferred ownership of a company to her late lover. The company controls a stake in her next big mine, but who controls it?

  • Peter Ker
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This Month

The application process is lengthy but you’ll be able to relax knowing prescriptions will be cheaper.

Why the Commonwealth Seniors Health Card is so sought-after

The card extends lower-cost health and medical services enjoyed by government age pensioners to self-funded retirees.

  • John Wasiliev
Eric Siegloff with Christine Collins, whose face we have deliberately blurred at her request.

What it’s like to fall for a crypto scam

Christine Collins, 79, was unknowingly in the thrall of cryptocurrency scammers who had hacked her computer.

  • Nina Hendy
Aidan Saarman, Tony Saarman, Pauline Saarman and Taryn Saarman outside their home.

They own 8 properties but this couple still had FOMO for their kids

In a panic over property prices some parents are rushing to gift or lend their kids money for a home deposit. But certain strategies are better than others.

  • Lucy Dean
Scambaiters do a very important job, investigator Ken Gamble says.

‘Scambaiters’ turn the tables – and police – on internet fraudsters

Vigilantes are devising elaborate ways to waste fraudsters time or trick them into revealing information about their operations that can be shared with authorities.

  • Alice Kantor and Robin Fall
The US-based IMF has argued that the rapid growth of private credit, coupled with increasing competition from banks on large deals and pressure to deploy capital, may lead to a deterioration in pricing and non-pricing terms.

This is where the next financial crisis could emerge

Private funds, which include venture capital, private equity, private debt, infrastructure, commodities and real estate, now dominate financial activity.

  • John Plender
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Vivian Tu has mastered a candy-coated version of financial advice,

This ‘Wall Street Girly’ wants to make wealth more accessible

Vivian Tu is the latest in a long tradition of women talking to women about economics, business and personal finance – and with TikTok she can reach millions.

  • Jeanna Smialek
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Does investment research make sense in the age of AI?

We must assume that a few processes can be automated, that some can be enhanced, but that strategic intuition is like a needle in a haystack.

  • Juan Luis Perez
The Future Fund has been strong on the idea that it is hard for active managers to beat the market.

The key questions for investing in 2025

The last time the US equity market realised two back-to-back years of returns in excess of 20 per cent, it promptly plunged 19 per cent.

  • Christopher Joye
Trying to build a deposit in the sharemarket? This is what you need to know.

How to invest your way to a bigger home deposit

The housing market is not friendly to would-be buyers without help from mum and dad. So many are turning to the sharemarket for help.

  • Lucy Dean
The generational transfer of wealth in Australia is underway, but younger generations are struggling under the burden of high debts.

7 revealing charts about wealth in Australia

The generational transfer of wealth in Australia is underway, but younger generations are struggling under the burden of high debts.

  • Michelle Bowes
It might be wise to stick with the Trump trade for a while.

Three assets to sell right now and three to buy for 2025

Leading market strategists say it’s time to take a hard look at your portfolio and sell stocks that have been good to you.

  • Andrew Hobbs
Donald Trump’s presidency holds risks for emerging markets.

How will Trump’s policy agenda impact emerging markets?

While the Trump presidency holds risks for emerging markets, the investment opportunity remains too great to ignore.

  • Cathy Hepworth
Technological developments are boosting the ability of investors to get easier access to information about their nest eggs.

How to put a rocket under your super balance in 2025

The stage three tax cuts may give you a little extra to contribute to super this year. These are your options.

  • Colin Lewis
Knowing when to sell, and having the discipline to act, is one of the most underappreciated skills in investing.

Answer these three questions to know which shares to offload

Investors with real mettle are as good at selling assets as buying them.

  • Joshua Derrington
The wealth gap between Elon Musk and second-ranked Jeff Bezos has never been bigger.

Musk added more wealth than Greece last year as richest breach $16trn

Elon Musk stretched his lead over Jeff Bezos as the world’s richest last year, but there were some notable losers, including the French.

  • Dylan Sloan and Jack Witzig
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Yao-Chung Chang and Jason Coates with their pug Valentino who cost $20,000 to bring to Australia when they moved here from Japan.

It cost $20k to bring a dog to Australia, but that was just the start

If there was a pet under your tree this Christmas, buckle up for a lifetime of expense (along with the love, of course).

  • Michelle Bowes

December 2024

How senior investment professionals fared in their first investments.

My first time: 10 finance executives reveal their debut investments

From a sports car to commemorative stamps, Telstra shares and property in Paris, professionals share how much they made (or lost) on their inaugural outlay.

  • Michelle Bowes

Why investors should be cautiously optimistic about 2025

Against a backdrop of benevolent macro-drivers, investors may need to confront a new set of forces.

  • Scott Haslem
Want to retire early, head to Europe every year or work less? This formula could help you work out what you need.

How to calculate your financial freedom number (and why you should)

Do you know the rule of 25? It’s one of the core tenets of the Financial Independence, Retire Early movement – or FIRE – and a useful starting point for mapping out long-term money goals.

  • Lucy Dean
More than half (52 per cent) of Australian grandparents are providing or planning to provide financial support to grandchildren.

What to consider before giving your grandchildren money

Providing financial assistance can be rewarding, but give some thought to how it will affect your retirement.

  • Jenneke Mills

Original URL: https://www.afr.com/wealth