Australian investors are looking past the allure of franking credits and moving towards a more unbiased diversification, with ETFs providing a cheap, liquid and highly available access point.
Cashed-up retirees in the market for yield are finding that it’s increasingly being delivered by assets that aren’t on the stock market but still have a palatable risk profile.
AMP research finds baby boomers reluctant to sacrifice their living standards to bankroll their offspring into housing. But they (happily) let them keep living at home and paying their bills.
An annual survey of high-net-worth investors shows an increase in the richest Australians over the past year, even as the share of those receiving financial advice has fallen. With the largest intergenerational transfer of wealth in history on the line, a better-aligned approach may be needed.
Tasmanian eco-tech firm Sea Forest is making huge strides in its quest to use a unique Australian seaweed to combat climate change by reducing methane emissions from cows. The plan has huge environmental and commercial potential, its chief scientific officer says – government policy just needs to catch up.
The alternative asset manager, which recently disclosed a 4 per cent stake in Lendlease, says the multinational construction company will need to quickly de-lever its balance sheet to turn around three decades of “disappointing” shareholder returns.
The promise of AI is inflating the prices of big tech stocks, and none have as much positive momentum as Nvidia – a big red flag, says Atrium Investment Management’s Brendan Paul. The key question is whether such companies can maintain long-term growth that justifies their elevated multiples.
Super funds are failing in their primary duty of understanding customers’ retirement income needs and aren’t doing enough to address known data gaps, the regulators said, criticising their slow progress under the retirement income covenant.
The property market has defied rate hikes and inflation to post higher valuations in most capitals, but that’s not likely to last, according to SQM Research’s Louis Christopher, who predicts a second-half fall. It won’t distinguish between houses and units, and it will be worst where prices have risen most.
For the right investor, investment bonds can provide a seriously beneficial after-tax return according to Foresters Financial chief executive Emma Sakellaris.
