Investment Articles & Insights

At the recent UBS Global Real Estate Conference in London, a key investing lesson was subtly but forcefully reiterated: stocks can stay mispriced for longer than you might expect.

Anthony Bolton, often described as ‘Britain’s Warren Buffett’, remains one of the few modern investing masters whose reputation rests not on a single cycle or style tailwind, but on a long, verifiable record of compounding through multiple market environments. His edge came from a disciplined process applied consistently over nearly three decades, combined with a rare willingness to sit with discomfort. There’s plenty to learn from this investment legend…

Very few SMSFs in Australia are registered for GST, but in some cases, the extra admin for those that aren’t required to register might be worthwhile from a tax perspective. It comes down to ability of SMSFs to claim back a level of GST it has paid depending on the type of investments and services used.

Most of the world’s great investors are masters at identifying structural investment trends they can rely to drive their portfolio performance for decades rather than weeks. Whilst predicting the long term future is anything but easy, successfully identifying megatrends is likely to make your life as an investor a lot easier.

Ray Dalio has spent much of the past decade warning that investors are misreading reality. Markets, he argues, are telling one story in nominal terms and a very different one in real money terms. Asset prices may be rising, portfolios may look healthy, and indices may be hitting new highs, but measured against the true store of value, purchasing power, many investors are quietly going backwards.

Whether you’re starting up your portfolio fresh, or looking to add new tilts to your existing investments, there are plenty of options in the ETF world today and more to come in 2026. There are more than 400 ETFs listed on Australian exchanges, and plenty to come in the pipeline, so how do you navigate your choices?

As the new year begins, the global economy is on a surprisingly resilient track, although the margin for policy error by governments and central bankers is narrow. With global inflation sticky but moderating and high developed-market government debt, central banks face an ever-finer line in their efforts to cut rates without reigniting inflation or destabilising bond markets.

The cost of receiving financial advice has skyrocketed in Australia over the past five years. According to the 2025 Australian Financial Advice Landscape Report, the median financial advice annual fee jumped 18% to $4,668 in 2025 and has risen 67% over five years. To put this into perspective, inflation increased 19.81% in the last five years, while Amazon (Nasdaq: AMZN) share prices gained 47.49% in the last five years to end November.