This Month
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.
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.
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.
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.
How to access the private credit boom
Smaller retail investors can now take advantage of opportunities in a sector once the preserve of the wealthiest.
Reining in the ‘golden age of private credit’
The formerly niche sector is steaming ahead in Australia, but potential investors are being urged to do their homework.
Check whether you’re making this ETF investing mistake
Overlap occurs when you’re invested in too many similar ETFs and can result in duplicate fees and less diversification.
February
AI stocks worth their weight in gold
Artificial intelligence (AI) stocks are hot property as investors look for opportunities to get in on the ground floor.
AI puts insto tools into retail investors’ hands
Bots such as ChatGPT can offer an instant boost to research capabilities – but need to be handled with care.
Investors working on AI tools to find the next Nvidia
Super funds have been using AI to streamline processes and to generate better returns for members.
‘Sustainable’ investors flee references to climate change
Even the small activist firm that led the shake-up of ExxonMobil’s board in 2021 is distancing itself from ESG.
This analysis shows what really happens to markets in election years
Going to the polls invariably fuels investor uncertainty, but to what extent is it a market mover?
![“The thing that worries me the most is that we don’t deliver on the promise [of the asset class],” Sixth Street’s Joshua Easterly says.](https://static.ffx.io/images/$zoom_0.5298%2C$multiply_2%2C$ratio_1.777778%2C$width_1059%2C$x_0%2C$y_0/t_crop_custom/c_scale%2Cw_280%2Cq_52%2Cf_auto/bd6571ddf9b90c9fcdef7e61732cc60e5be73089)
Private credit power players weigh in on the next big risk
Three industry veterans on the things investors should watch out for in the next five to 10 years.
Why the RBA rate cut is a very big deal
It might seem like a small rate cut, but this week’s Reserve Bank decision is likely to transform the consumer zeitgeist.
The secrets behind fund incubators’ success
The rise and rise of Pinnacle and its offshoot Scarcity Partners highlights the power of the diversified fund incubator business model.
Private equity funds face ‘$25b’ valuation wipeout
A global consulting firm has quantified the enormous valuation mismatch that lurks within Australian private equity portfolios.
January
Cyclical stocks poised for a comeback
The resources arena could deliver some of the best small cap performers of the year.
Trump makes everyone a winner on bitcoin
The launch of $Trump is a clear signal that the president is serious about leaning into American exceptionalism and driving that innovation on cryptocurrencies.
Big super still supports diversity despite Trump
While political shifts in the US have brought to prominence some loud voices, investments should not be subject to short-term and non-evidential noise.
Will the bond market intimidate Trumponomics?
Are recent alarm bells a sufficient warning, or will the new president still pursue large-scale stimulus in tax cuts, tariffs, and an immigration crackdown?
17 stock picks from three top-performing fundies
Three Australian fund managers who delivered annualised double-digit returns over the past 10 years share their views on what’s next for listed markets.
Why the ESG pushback isn’t about Trump
Large parts of the world want access to the things we take for granted, and that means large amounts of reliable and affordable energy.
What traders can learn from elite tennis players
Discipline, emotional control and resilience are all skills that professional tennis players epitomise, and skills any aspiring day trader will need to master.
Double trouble for investors after golden run in banks and big tech
Should Australian investors ride market momentum or confront the risks of concentrated exposure to banks on the ASX and to big tech in the US?