Rising interest rates, falling house prices and persistent inflation may have left many Australians feeling pessimistic about the Australian economy, but not AMP Deputy Chief Economist Diana Mousina.
Most people’s experience of artificial intelligence has been the chatbot: ask a question, get an answer. That use is still growing. What is changing—and what matters for Contrarius’ Funds—is the next layer of demand.
Most people’s experience of artificial intelligence has been the chatbot: ask a question, get an answer. That use is still growing. What is changing—and what matters for Contrarius’ Funds—is the next layer of demand.
Most of us have seen ourselves as stock pickers extraordinaire at some point in our investing journeys. The idea of investing in stocks is exciting, seductive even. After all, all you need to do is press buy and sell online and you could make yourself a fortune.
Investment decisions tend to attract attention when they involve buying something. Deciding against an investment is less conspicuous. A well-reasoned “no” rarely provides much material for the fund highlights.
If you’ve ever treated yourself to small luxuries when feeling the financial pinch, you might just be part of ‘the lipstick effect’ – and it can apply to both men and women.
Over the past decade, investors have increasingly turned to the Australian private credit market. Between 2015 and 2025, Australia’s private credit market increased at a CAGR of 21% to reach $234.5 billion, of which ASIC estimates that approximately half is real estate-focused.
Private credit, or non-bank lending, is a broad and often misunderstood category. As media scrutiny and regulatory attention continue to increase, it is becoming increasingly important to distinguish between the various segments of the market. The risk and return characteristics can differ significantly across lending strategies, making broad characterisations potentially misleading.
If you took a closer look at your portfolio today, there’s a fair chance you have a high concentration globally in tech stocks – specifically the Magnificent Seven – and domestically in banks and miners.
Australian investors have spent three years facing an expensive global equity market, and a local one too concentrated in banks and miners to share fully in the technology boom.