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.
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.
Something is in the air across global investment markets of late. It’s hard to mistake the smell: greed. Global stock markets are riding a wave of speculation not seen since the dotcom boom or the post-pandemic retail frenzy. From Wall Street to the ASX, risk appetite is back with a vengeance.
So what’s a steady-handed, long-term investor to do in the face of so much speculation?
Corporate bonds are quietly making a comeback among investors. With the upcoming $3 million super tax set to take a bigger bite out of higher super balances, many investors are shifting their focus toward income-generating and defensive assets.
Investing in private credit can be a great option for investors, provided it matches their portfolio objectives and risk tolerance. However, having a solid understanding of how non-bank lending works can help investors gain comfort with this growing asset class.
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…
Diversification isn’t just spreading money across assets—it means including investments that behave differently during downturns. Investors often hold shares, property and bonds. But when markets fall, many of those assets can dive together. To build a more resilient portfolio, a range of differentiated investments more commonly available through unlisted managed funds can offer distinct benefits:
The proposed $3 million super tax is one of the biggest shake-ups Australia’s retirement system has seen in decades, forcing many SMSF trustees to rethink their long-held strategies.
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.
The planned new tax on super balances over $3 million has prompted many high-net-worth investors to reassess their investment strategies.
With the tax rate on the affected portion of earnings set to rise to 30%, there’s a surge of interest in tax-efficient and flexible ways to build and protect wealth within an increasingly complex superannuation system.
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