This Month
- Opinion
- Opinion
How to create the best passive portfolio
Index investing can and likely should be a solid proportion of a portfolio. But it’s not just about picking an index and allocating.
- Giselle Roux
November
Fund that returned 23pc targets billions in investment
Pacific Equity Partners’ investment product has raised more than $200 million and attracted about 1000 wealthy individuals so far.
- Aaron Weinman
October
How women beat men in picking stocks
Female investors who adopt higher-risk strategies are outperforming men, a study of wealthy Australian traders has found.
- Joanna Mather
September
- Opinion
- Opinion
The ‘Aldi’ ETF that delivers an extra 0.21pc
Fees charged by funds based on the same index can make a difference to returns, which is why it’s worth taking a closer look.
- Tim Mackay
August
Can you afford to retire early?
This couple plans to do it on $585,000, but the number will vary depending on what your goals and lifestyle are.
- Lucy Dean
June
Meet the young investors who are semi-retired at 27
Drawn in by the Barefoot Investor and unimpressed by the prospect of an endless 9-5, young investors are looking to redefine wealth creation.
- Lucy Dean
- Opinion
- Chanticleer
Why Larry Fink is ‘paranoid, petrified and enthusiastic’
BlackRock chief executive Larry Fink on the big opportunities in AI, his fierce ESG battle, and the thing Australia does better than the rest of the world.
- James Thomson
Sticky inflation isn’t all bad, says BlackRock’s Larry Fink
The billionaire investor says inflation isn’t likely to get below 4 per cent soon, but higher rates mean investors can take less risk for the same return.
- James Thomson
- Opinion
- Sharemarket
This way of buying Aussie stocks is more likely to bring you winners
Sick of getting exposure to the biggest companies on the index and missing out on big gains from smaller players? This is how to avoid that over-exposure.
- Ben Smythe
Why genuine robo-advice remains a myth
Your financial adviser might already be dabbling in ChatGPT, but an AI-enabled advice experience still seems some way off.
- Matthew Smith
Treasure or tainted? Experts split on value of Roberts-Smith VC
Court findings against the decorated war veteran could take a million-dollar shine off his prestigious award.
- Duncan Hughes
April
Strategies to save your portfolio when markets crash
Analysis of 12 equities plunges over 40 years shows what to do – and what to avoid – when the going gets rough.
- Duncan Hughes
Roger Montgomery warns youngsters off index funds
Talking one’s own book remains the quintessential blather of financial services.
- Myriam Robin
January
BlackRock shuts high conviction Aussie equities team, appoints Pendal
BlackRock stockpickers Charlie Lanchester and Madeleine Beaumont will depart the asset management giant after it shut its active equities unit.
- Jonathan Shapiro
November 2022
- Exclusive
- ETFs
JPMorgan lists first ETFs on Aussie sharemarket
JPMorgan Asset Management will list two global equities funds on the Australian Securities Exchange on Thursday.
- Aleks Vickovich
August 2022
- Opinion
- Mergers & acquisitions
Perpetual gets Pendal but passive still in power
The mega-merger of two blue-chip Aussie fund managers is historic, but can’t roll back the tide towards low-cost passive investing.
- Aleks Vickovich
Shadow minister slams self-styled ‘genius’ super fund managers
The opposition financial services spokesman says many pension funds would be better off hugging an index than trying to beat the market.
- Aleks Vickovich
- Opinion
- Shares
Australia’s sharemarket has a size problem
Factor strategies work in global markets, but in Australia the universe of companies is too small, too concentrated and there is a lack of variability over time.
- Arian Neiron
July 2022
- Exclusive
- Superannuation
Former Macquarie CIO picks the best super funds over 20 years
Craig Swanger has singled out 15 as the most consistent out-performers in the past two decades – and the most likely to thrive in recessions and rallies.
- Aleks Vickovich
- Opinion
- Sharemarket
Tales from the active versus passive frontline
It’s a myth that index funds are sitting ducks taken advantage of by fast money. But big profits can be extracted by hard to access data sets, or opportunities in fringe index changes.
- Jonathan Shapiro
