Given the current rental crisis across many parts of the country, The Australian Housing and Urban Research Institute (AHURI) has released a timely new report that profiles residential property landlords: who they are, who buys rental properties and who sells them, and how long they hold onto their investments.
The study, ‘Modelling landlord behaviour ...
What makes one business the envy of others? Every investor will have their answer but ours is a company’s ability to sustainably pay and raise its dividend quickly over a long and healthful lifetime. If a company can achieve that – moreover, if an investor can identify that – this dividend trajectory will eventually be reflected in its share price, the ...
How much time have you spent reading about tariffs over the past two months? If you’re like me, it’s been hundreds of hours. And how many of these hours have been useful to your investing? If you’re like me, the honest answer would be zero.
In a recent interview, Emma Fisher of Airlie Funds Management alluded to this, saying that we’d all become ...
Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries by around one-third. Open to all households, small businesses and community groups, the scheme aims to turbocharge battery uptake nationwide.
The rebate is based on a battery’s usable storage capacity and excludes installation costs. It ...
In the shadow of China’s towering automotive achievements lies a complex tale of innovation, ambition, and market forces run amok.
From the historic rollout of the first ‘Liberation’ truck in 1956 to the present, where Chinese electric vehicles (EVs) dominate the global stage, the journey has been nothing short of remarkable. Yet, this success story is ...
The dramatic changes to U.S. tariffs settings challenges the financial market’s Trump pro-growth market narrative which heralded the start of 2025. Instead, investors now face conditions which look likely to invoke a global economic slowdown, if not recession, with significant pressure on corporate earnings from higher costs together with unsettled ...
So far this year, the DAX index is up 7% while the S&P 500 is down 12%. This illustrates Europe’s biggest outperformance relative to the US in over two decades. Currently, the STOXX Europe 600 is trading at just 14.6x 2025 earnings, significantly lower than the S&P 500 trading at 19.4x.
Global investors are starting to diversify away from the ...
Jim Chalmers said in his recent pre-election Treasurer’s debate with Angus Taylor that “there’s been a $207 billion cumulative improvement to the budget bottom line. The debt this year is $177 billion less than what we inherited.”
It’s a line he trots out often, but in reality, gross debt has risen $45 billion under the Albanese government and is ...
Before the 2008 Global Financial Crisis (GFC), duration – a measure of a bond portfolio’s sensitivity to interest rates – was the bedrock of defensive allocations in investor portfolios.
However, in more recent times, this has changed - duration has been in the doghouse with Australian investors. And for good reason.
Low bond yields meant traditional ...
Australia is in the midst of a $5.4 trillion intergenerational wealth transfer, the largest in its history. Fuelled by decades of rising property prices and investment gains, this unprecedented shift is prompting many Australians to rethink the question of legacy: What do I truly want to leave behind?
As James Gruber explored in his 12 March editorial, ...
After the recent market meltdown, the ASX still doesn’t look especially cheap. At a 17x forward price-to-earnings ratio, the ASX 200 remains a bit above its long-term average.
Any stock with a hint of growth still seems priced for perfection. Take high-fliers like Pro Medicus and Technology One, which have both pulled back, yet still trade on ...
The current crisis has divided investors and commentators largely into two camps:
The bull camp – The bulls see Trump backing down from his extreme tariff demands and carrying out ‘the art of the deal’ with friend and foes. Though there might be a brief economic impact, inflation won’t spike, interest rates will come down, and that will spur economic ...
Given the current rental crisis across many parts of the country, The Australian Housing and Urban Research Institute (AHURI) has released a timely new report that profiles residential property landlords: who they are, who buys rental properties and who sells them, and how long they hold onto their investments.
The study, ‘Modelling landlord behaviour ...
What makes one business the envy of others? Every investor will have their answer but ours is a company’s ability to sustainably pay and raise its dividend quickly over a long and healthful lifetime. If a company can achieve that – moreover, if an investor can identify that – this dividend trajectory will eventually be reflected in its share price, the ...
How much time have you spent reading about tariffs over the past two months? If you’re like me, it’s been hundreds of hours. And how many of these hours have been useful to your investing? If you’re like me, the honest answer would be zero.
In a recent interview, Emma Fisher of Airlie Funds Management alluded to this, saying that we’d all become ...
Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries by around one-third. Open to all households, small businesses and community groups, the scheme aims to turbocharge battery uptake nationwide.
The rebate is based on a battery’s usable storage capacity and excludes installation costs. It ...
In the shadow of China’s towering automotive achievements lies a complex tale of innovation, ambition, and market forces run amok.
From the historic rollout of the first ‘Liberation’ truck in 1956 to the present, where Chinese electric vehicles (EVs) dominate the global stage, the journey has been nothing short of remarkable. Yet, this success story is ...
The dramatic changes to U.S. tariffs settings challenges the financial market’s Trump pro-growth market narrative which heralded the start of 2025. Instead, investors now face conditions which look likely to invoke a global economic slowdown, if not recession, with significant pressure on corporate earnings from higher costs together with unsettled ...
So far this year, the DAX index is up 7% while the S&P 500 is down 12%. This illustrates Europe’s biggest outperformance relative to the US in over two decades. Currently, the STOXX Europe 600 is trading at just 14.6x 2025 earnings, significantly lower than the S&P 500 trading at 19.4x.
Global investors are starting to diversify away from the ...
Jim Chalmers said in his recent pre-election Treasurer’s debate with Angus Taylor that “there’s been a $207 billion cumulative improvement to the budget bottom line. The debt this year is $177 billion less than what we inherited.”
It’s a line he trots out often, but in reality, gross debt has risen $45 billion under the Albanese government and is ...
Before the 2008 Global Financial Crisis (GFC), duration – a measure of a bond portfolio’s sensitivity to interest rates – was the bedrock of defensive allocations in investor portfolios.
However, in more recent times, this has changed - duration has been in the doghouse with Australian investors. And for good reason.
Low bond yields meant traditional ...
Australia is in the midst of a $5.4 trillion intergenerational wealth transfer, the largest in its history. Fuelled by decades of rising property prices and investment gains, this unprecedented shift is prompting many Australians to rethink the question of legacy: What do I truly want to leave behind?
As James Gruber explored in his 12 March editorial, ...
After the recent market meltdown, the ASX still doesn’t look especially cheap. At a 17x forward price-to-earnings ratio, the ASX 200 remains a bit above its long-term average.
Any stock with a hint of growth still seems priced for perfection. Take high-fliers like Pro Medicus and Technology One, which have both pulled back, yet still trade on ...
The current crisis has divided investors and commentators largely into two camps:
The bull camp – The bulls see Trump backing down from his extreme tariff demands and carrying out ‘the art of the deal’ with friend and foes. Though there might be a brief economic impact, inflation won’t spike, interest rates will come down, and that will spur economic ...
