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Investing isn’t just a numbers game. It’s an activity that stirs various emotions from hope and optimism to fear and anxiety. Whether the ASX is surging or stumbling, emotional responses to market movements can shape outcomes just as much as economic fundamentals. Understanding those responses is crucial to building resilience, especially in unpredictable times. These...Read More

Putting off investing could cost you more than you think Many people delay investing because they feel they don’t know enough, are afraid of making mistakes or believe they need a large sum to begin. This ‘investment procrastination’ — which can be a result of uncertainty, fear or hesitation — can limit their ability to...Read More

It’s easy to get sucked into the lure of the biggest companies – they’re the most powerful; they’re unstoppable. But history suggests that’s not how these things work. The companies many investors have relied on for their returns in the last few years are the Magnificent 7 (Mag 7). Today, what kind of shape are...Read More

You’re ready to start investing, but there’s a few things holding you back. Firstly, while you have a bit of money set aside, you don’t have a lot and you’re thinking it’s probably not enough to start off with. You also don’t know a lot about financial markets and different types of investments. With so...Read More

Analysts have many financial measures to value companies. Here’s a brief overview. Share market investment analysts thrive on numbers. So, when you read reports about markets or specific companies being “overvalued” or “undervalued”, you can generally assume there’s been a fair bit of analytical number crunching going on behind the scenes. But how do investment...Read More

Why high-quality bonds are a logical alternative to hybrid securities. Some of the biggest changes on financial markets that are likely to have a profound impact on many retail investors can occur without attracting too much attention. The Australian Prudential Regulation Authority (APRA), the regulator of banks, superannuation funds and other financial institutions, flagged such...Read More

Returns for the global 60/40 portfolio are positive again, reaffirming its benefits. A globally diversified portfolio of 60% stocks and 40% bonds declined by about 16% in 2022—a painful period for balanced investors that raised doubts about the viability of this strategy.1 Some commentators even declared the old standby dead. Yet, by the end of...Read More

Many Australian investors are discovering the benefits from investing offshore. Australian financial markets are continuing to evolve, and that’s why more and more Australians are finally spreading their investment wings and leaving home. That’s very apparent based on the increasing investment inflows into exchange traded funds (ETFs), some of which offer exposure to thousands of...Read More

Household wealth or net worth is a measure of a household’s assets less its liabilities. Household wealth always generates a lot of interest in Australia which probably comes down to the obsession with housing. Around 70% of household wealth is tied to the value of the home (made up of land and dwelling). In the...Read More

Average household wealth, and what it takes to rank among Australia's wealthiest 1%. Being a billionaire isn’t what it used to be. Back in 1990, Australia had one of them – the late media mogul Kerry Packer. But these days Australia has lots. According to the just-released Australian Financial Review Rich List, there are now...Read More