Interest rates are an important financial lever for world economies. They affect the cost of borrowing and the return on savings, and it makes them an integral part of the return on many investments. It can also affect the value of the currency, which has...
Australia’s ETFs sector edged closer to $150 billion in assets under management by the end of July. Higher interest rates have spurred record investor inflows into fixed income exchange traded funds (ETFs) over the course of 2023, and that trend continued in July. Just-released Australian Securities Exchange...
While there's no share market crystal ball, these real-time volatility indexes provide a gauge on investor sentiment about the future. Daily fluctuations in individual share prices are totally normal, but when share markets as a whole become more volatile it can be quite unsettling for many...
By doing a few calculations you can determine if your portfolio is still in alignment with your intended strategy and make adjustments if needed. If you’re someone who likes a good balance in your investing life, now may be a good time to do some calculations. It’s...
A simple ongoing investment strategy can deliver substantial returns over the long term. The Australian share market, when measured by the broad S&P/ASX All Ordinaries Total Return Index, has delivered an average annual total return of 9.2% since mid-1993. Thirty years ago, Australia was still emerging from...
There are many misconceptions surrounding this tried-and-true investment standby. Here, we set the record straight. “The misconceptions seem to fall into three broad themes,” says Todd Schlanger, a Senior Investment Strategist at Vanguard. “Two of them deal with execution, but one is fundamental—basically defining what 60/40...
You may have heard it said, "No risk, no reward." But did you know that time can actually decrease your risk while increasing your reward? Investing: Risky business? When some people think of investing, they focus on the potential for great rewards—the possibility of picking a winning...
Fixed income ETF inflows are running at a record pace as investors focus on higher interest rate returns and offsetting their exposure to share markets. Investment trends can sometimes be hard to pick. But the huge and ongoing investor cash inflows into exchange traded funds (ETFs)...
Investment markets rebounded in 2022-23. But it's important to understand that asset class returns vary from year to year. Specific points in time can be useful for investors, although they’re generally less relevant over the long term. Take the end of the 2022-23 financial year on Friday...
The ranks of young Australian investors have swelled over the last two years. And many have very different investment objectives and strategies to older investors. Young Australian investors aged 18 to 24 are likely to be more risk averse than their older counterparts and least likely...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.