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.
Each of us has a pet hate; something that annoys us each time we experience another tiresome example. In the world of finance, the thing that gets to me are those confident, brash and vociferous market commentators who deliver definitive comments in a financial world that is anything but certain.
For many Australians, superannuation is a set and forget investment. But the truth is, small differences in fees, performance, and features can snowball into hundreds of thousands of dollars in retirement savings.
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.
One of the more common questions many Australians face is deciding whether to use spare cash to pay down their mortgage or to top up their superannuation.
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.
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…