Most Australians think about petrol prices as a weekly annoyance. But what is happening beneath the surface is far more important, especially for investors.
If you can ignore the plume of smoke rising from the Middle East for a moment, the fundamental backdrop for global equities is actually… great. A weak (ish) consumer and cooling inflation suggest a glide path to lower interest rates (except in Australia). At the same time, earnings are booming. ...
Artificial intelligence is often discussed in extremes. Either it will change everything tomorrow, or it is dismissed as another technology bubble. The reality sits somewhere in the middle, but the economic impact could still be enormous. For Australian investors the question is not just whether AI ...
Superannuation is an essential part of retirement planning for most Australians. It is a tax-efficient way to save for your retirement, and this article will give you seven key things to consider when transitioning from the accumulation phase to the pension phase within superannuation.
This page contains each chart from the latest property market update. See residential real estate for the forecasting methodology. Within all cities, a clear divergence is occurring between houses and units.
From an analytical standpoint, Australia’s housing market continues to present some of the most stretched affordability conditions in its recorded history. In reviewing the data across wages, rents, inflation dynamics, and interest-rate settings, it is clear that the primary constraints on the ...
I'm going to look at some different options for superannuation strategies:
There is a lot of paranoia about AI. And we should be worried about it taking jobs too quickly, worsening inequality and mental health effects.
Silver surfed a massive wave, then wiped out. But it remains a long way above long-term prices. Is there a new paradigm for silver, or are we heading back to its long term real price of sub-$20?
Over the past few months, I’ve noticed a subtle but unmistakable shift in the way markets react to political pressure on the Federal Reserve. Traders still move on headlines, but beneath the usual noise there’s a growing sense that the old assumptions about central-bank independence are not as ...
Why your "Green" fund might just be a lump of coal wrapped in expensive paper. Santa Claus was the original ESG (Environmental, Social, and Governance) investor. He maintains a strict (checks it twice) database of global citizens, performs due diligence on their behaviour, and engages in negative ...
Five years ago, during the first Trump presidency, I wrote a controversial post titled Could Trump be Right About Ethical Investing?.
If you listen to the masters of the financial universe, a revolution is upon us. In his 2025 letter, Larry Fink of BlackRock hailed tokenisation as the path to "democratisation." The narrative is seductive: every asset—stocks, bonds, art, real estate—will live on a blockchain. Settlement becomes ...
Quick disclaimer. I run ethical funds. We let clients add or subtract ethical (and investment) themes from all our portfolios. But I've never been a fan of the industry. Seven years ago, in a post titled Ethical Snake Oil, I argued that the booming industry of ESG (Environmental, Social, and ...
