Skip to navigationSkip to contentSkip to footerHelp using this website - Accessibility statement
Advertisement
Wealth

Investing

This Month

Not holding the ‘Magnificent 10’ in a portfolio would have led to a 1.93 per cent lower annual return.

How Australia’s ‘magnificent 10’ contributed to returns over 20 years

How costly was failing to pick the ASX’s 10 top performers over the past two decades? Vanguard did the sums

  • Carole Okigbo

August

Madhabi Puri Buch responded to Hindenburg’s latest accusations by saying she had followed all disclosure and recusal norms.

India’s sharemarket regulator chief needs to explain herself on Adani

Madhabi Puri Buch, the chairwoman of India’s Securities and Exchange Board, was an investor in the Adani network. Why has she cleared the company?

  • Andy Mukherjee
Fund manager Chris Heller toyed with the idea of putting $10 million into an alligator farm.

The hunt for truly diverse investments – from alligators to concrete

With regular asset classes increasingly correlated, wealthy investors are looking to some esoteric choices.

  • Alan Livsey
Global equities within a well-balanced portfolio may act as a source of long-term diversification.

Fundamental research key for tapping global markets

As Australia’s stock market capitalisation pales in comparison to global equities, fundamental research has become a cornerstone for investment firms.

Sponsored 

by J.P. Morgan

JBWere’s Gillian Gordon says clients have to understand their liquidity preference and the liquidity profile of private credit.

Private credit firms find $1trn target in rich Australians

Opportunities in the sector are now becoming more accessible to individuals, but investors should beware.

  • Sharon Klyne
Advertisement
Small caps again look cheap compared to large caps, but bear in mind the differences in fundamentals.

Small caps are as cheap as they’ve been this century

The phenomenal – albeit short – rally we saw in July is evidence that when small caps finally take off, they can move quickly.

  • James Weir
Norman Zhang

Why the rich are decarbonising their portfolios

Wind and solar may have disappointed, but wealth managers see opportunity in areas such as waste management and disability housing.

  • Joanna Mather
Property investors have had a sizeable advantage over sharemarket investors.

Young investors buy geared ETFs as property becomes a pipe dream

Leverage is what makes the housing market such a wealth juggernaut. Should ETFs get the same treatment?

  • Lucy Dean
A trader works on the floor of the New York Stock Exchange.

Market gyrations reflect fears about the unwinding of QE

Bountiful free money is not a “normal” state of affairs, and the sooner investors realise this the better. And that includes central bankers.

  • Gillian Tett
 Jun Bei Liu, Katie Hudson, Chris Haynes and Shawn Lee

Buy the dip: Twenty-six shares fundies would snap up in another rout

More wild market swings are predicted in coming months by some experts. We asked fund managers where they see opportunity.

  • Lucy Dean
Getting more actively involved in managing your super can lead to higher returns.

Why I’m glad I dumped my industry super fund

After his SMSF regularly beat the performance of his former industry super fund for over a decade, Tony Boyd urges more Australians to take control of their super.

  • Tony Boyd
Warren Buffett in 2018.

Buffett halves his Apple stake in $116b stock dump

The cash pile at Berkshire Hathaway has soared to $US425 billion as Warren Buffett struggles to find stocks to buy.

  • Updated
  • Amanda Cantrell and Alexandre Rajbhandari
Japanese households are bringing forward purchases, rather than delaying them.

Why investors should take notice of Japan’s resurgence

With its equity market finally breaching highs not seen since 1989, there is growing evidence Japan’s structural reforms are working.

  • Todd Hoare

July

The magnificent seven tech megacaps have taken investors on a heady ride over the past few years as their values have soared.

Where to invest as the tech megacap rally eases

Signs that equity investors are getting cold feet over the rapid advances in artificial intelligence leaders have put a spotlight on some less obvious beneficiaries of the technology boom.

  • Sangmi Cha, Ivy Chok and Natalia Kniazhevich
Cathy Ding recommends Mastering the Market Cycle.

Ten books that could help you become a better investor

We asked money managers, financial advisers and a self-made multimillionaire to nominate the books that taught them the most about creating wealth.

  • Tom Richardson
Advertisement

The Aussie funds that beat bitcoin and big tech

It was often savvy bets at the smaller end of the market that shot the top-performing fund managers to the top of the leader table in the last financial year.

  • Updated
  • Joshua Peach
The Securities and Exchange Commission has been worried about a lack of clearly defined valuation procedures and protocols for mitigating private markets’ many conflicts of interest.

Private equity has become hazardous terrain for investors

The days of easy windfalls from freakishly loose monetary policy are gone. Now, private capital is much more hazardous terrain for investors.

  • John Plender
Investing in the cryptocurrency space can be daunting.

Reshaping finance

Probing the changing outlook for cryptocurrency investing, decentralised assets, blockchain technology and Web 3.0 at the Financial Review’s Crypto & Digital Assets Summit 2024.