Central banks can’t buy gold fast enough, while gold miners are recovering after a dramatic selloff and Bitcoin, the asset previously regarded as digital gold, is having a miserable year.
Ask most investors what determines their long-term returns and they’ll most likely talk about their asset allocation, the way they select their fund managers or their track records at getting macro calls right.
Central banks can’t buy gold fast enough, while gold miners are recovering after a dramatic selloff and Bitcoin, the asset previously regarded as digital gold, is having a miserable year.
Ask most investors what determines their long-term returns and they’ll most likely talk about their asset allocation, the way they select their fund managers or their track records at getting macro calls right.
Global bond markets are far from boring in 2025. The death of the ‘TINA’ era (‘There is No Alternative’ to Equities) is resulting in surging bond demand from institutional and superannuation investors, while the supply of primary local issuance is under strain.
There’s some sobering news to report. Despite being one of the world’s richest nations in personal wealth terms, Australia has slipped to 105th out of 145 countries in Harvard University’s Economic Complexity Index (ECI)
Tired of hearing about AI being the main investment game in town? That’s understandable. Since ChatGPT’s launch in 2022, the market has been somewhat obsessed with all things AI.
While most Western economies are growing at a modest rate, Asia stands out in a global context for its superior structural economic growth drivers. For Australian investors, the region offers both opportunity and complexity, especially when balancing the potentially strong returns with the region’s unique risks…
When Bank of America CEO Brian Moynihan proudly declared he’d slashed his company’s workforce by nearly 90,000 over the past fifteen years and that he wasn’t done yet, he wasn’t just reflecting on a company-specific trend. He was eluding to a structural shift unfolding across the global economy.
For Australian investors seeking long-term capital growth, stable income, and broad-based local market exposure, ASX 300 ETFs have emerged as one of the most efficient and intelligent portfolio tools.
As the world adjusts to the knock-on effects of Trump’s new tariffs, currency markets are playing an increasingly pivotal role in driving portfolio outcomes. Whilst currency exposure is often an after-thought for Australian investors, it can be a powerful lever for both risk management and performance enhancement.
In short, now’s the time to ensure currency is your portfolio’s friend rather than its foe…
Long gone are the days when investors would happily pay a 2% p.a. management fee + a 20% performance fee to their fund managers. Fee compression has been a major theme across both the managed fund and ETF sectors for many years now. This shift has been driven by the rise of passive investing, the democratisation of financial technology, and growing investor awareness of the long-term eroding impact of fees.
With more investors understanding the importance of high quality information which helps them identify the right funds and ETFs for their portfolios, the InvestmentMarkets (IM) platform is evolving. Morningstar performance data has been added to the platform for a large portion of the listed funds, while fund comparison functionality has also been added.
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