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Investing

April

For the first time in recent memory, global capital is reconsidering its default destination.

Bungled US supremacy quest may create investor opportunities elsewhere

Global investors now have a viable alternative to simply parking their savings in the US.

Steve Gledden, managing partner at Straight Bat, at the MCG.

For one day a year this fund lets you invest like a family office

Limiting when you accept money seems a strange way for a fund to attract investment. But this private equity fund is also almost debt-free. What’s going on?

Retirees will have to trim their spending should the sharemarket fall into a bear market.

How a bear market will hit your wealth: From $200k to $3.8m

So far, the cost of Donald Trump’s presidency has been felt by bond and stock traders. But if pain persists, it could cost wealthy retirees $100 a week.

The big tech stocks have been hit with falling valuations and volatile earnings.

Market wobbles a chance to buy blue-chip tech stocks

Donald Trump’s tariffs have pummelled the magnificent seven tech stocks, but many investors view this period as a buying opportunity.

Average house prices surged 13.1 per cent a year in Howard’s 11 ½ years in power – far and away the biggest gain of any national leader in the past 35 years.

3 charts that show why housing is a key battleground for PMs

Residential property values have surged almost five times as much under Coalition governments than Labor ones over the past 35 years. Here are the reasons.

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Have spare cash? Here’s where to invest $5000 now

With Donald Trump still engaged in a trade war with China and tariff hikes for the rest of the world on hold for the next 90 days, turbulent market conditions are here to stay.

Needle-free vaccine pioneer Vaxxas is a posterchild for Brisbane’s formula for commercial success.

Brisbane emerges as Australia’s medtech mecca

The Brisbane 2024 State of the City report underscores the city’s transformation into a launchpad for successful emerging businesses generating healthy returns.

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by Brisbane Economic Development Agency

Trading platforms observed sharp upticks in retail investor activity, as investors piled into bruised American tech stocks, global ETFs and gold.

Three things ‘buy the dip’ investors are snapping up in Trump slump

Digital platforms notched up record trading volumes by retail investors seemingly unperturbed by the global markets downturn.

For a second year in a row, active managers in Australian fixed-income investments outperformed the passive benchmark in 2024.

Passive investors are smashing active ones – except in one key area

One of the fastest-growing asset classes in Australia is also a rare happy place for active managers. We explain why.

4 charts reveal whether to cash out as markets tank

Warren Buffett, Li Ka-shing and Chanticleer emeritus Tony Boyd cashed up before Donald Trump roiled markets. Did they do the right thing?

Christine Holman at the ACSI conference on Wednesday was told she would never get another board role in Australia.

WiseTech whistleblower warned she would never get another board role

ASIC boss Joe Longo warned of an outbreak of “issues in the bedroom migrating to the boardroom” as Christine Holman revealed the threat made to her.

March

As AI continues its ascent, other transformative and disruptive innovations risk being overshadowed.

Beyond AI: how mid-cap disruptors are quietly reshaping markets

As AI continues its ascent, other transformative and disruptive innovations risk being overshadowed.

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by Fidelity

There are nine types of investor. Which are you?

This 5-minute test promises to make you a better investor

It’s never been easier to get a “money personality” assessment that offers to unlock your personal investing secrets. But is there any science to it?

The housing affordability crisis has led to immigration restrictions, whacking IDP Education.

Housing market recovery gathers steam

With a helpful kick from the Reserve Bank’s first interest rate cut, Sydney and Melbourne house prices are climbing once again after modest recent declines.

Canva’s Cliff Orbrecht (left), Cameron Adams and Melanie Perkins.

You don’t need a family office to buy shares in unicorns

For as little as $8000, investors can buy stock in unlisted tech superstars like Airwallex on a market that, at first glance, looks and feels a lot like a public market. Is Canva next?

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There is wide dispersion across emerging markets in their ability to withstand a trade war.

Can emerging markets withstand a trade war?

Tariffs will have a stronger negative impact on large, direct US trade partners such as Mexico. But the likes of India, Brazil and South Africa have an opportunity to play a bigger role on the global stage.

Potential tax changes have left rules surrounding our collective $4 trillion superannuation nest egg in a state of flux.

Navigating wealth strategies as super tax policy remains in flux

Potential changes have left rules surrounding our collective $4 trillion superannuation nest egg in a state of flux.

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by Generation Life

Private credit wants to work alongisde the banking sector.

Private equity is taking a public market beating

Gyrations on listed equities have delivered a double blow for PE. But one billionaire investor sees change coming.

Big bears like John Hussman seem to regularly call for a big crash.

Prepare for much more downside risk for listed equities

The correction may only be getting started. Equity markets could easily fall another 20-40 per cent.

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What will Trump mean for personal wealth?

Pension funds, retail investors and money managers are worrying about the future of US capital markets under the president’s erratic economic management.

Victoria Denholm, Wollemi Capital Group.

Meet the women controlling the wealth of Australia’s richest families

Family offices in Australia have traditionally been run by men but as wealth shifts to the next generation and tech fortunes change the game, more women are taking the reins.

Warren Buffett’s Berkshire Hathaway famously doesn’t pay dividends. But it owns companies that do.

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.

Rodney Sebire,  Zenith Investment Partners.

Global private credit funds set to storm Australia

The attraction of this rapidly rising sector to investors of all sizes is the promise of security and consistently high returns.

Chris Andrews, CEO, La Trobe Financial.

How to know if investing in private credit is for you?

As the sector booms the number of funds offering exposure for investors is exploding, but as with any investment, knowing what you’re getting into is critical.

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