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While there are about 2200 stocks listed on the Australian market, more than 95 per cent of the value is made up of the top 200 stocks by market capitalisation. That leaves a lot of tiddlers but there’s a case to be made for the Small...

The year 2018 reminded us emphatically that some of the more exciting investment products available did a lot worse than some of the conventional ones, to the extent that cash outperformed most other asset classes in Australia. Shares? Real Estate? The list of underperformers is a...

The Australian sharemarket’s long been tied to the fortunes of its bigger US equivalent and the last quarter of 2018 was a fairly characteristic example. You won’t need reminding that in the last quarter of the year our market shed 9 per cent of its value,...

A growing investment trend that is big in North America but still emerging in Australia is Life Cycle Investing. Life cycle investing aims to invest aggressively in savers’ early lives to reduce the risk of being left with volatile asset valuations in the lead up...

Looking at the question “hedged or unhedged” there are arguments both ways, mostly based on how the Australian dollar performs. In simple terms, if you think the Australian dollar is going to go up in value against other currencies, you are going to see your offshore...

In Australia, management fees charged to savers by investment and superannuation managers get a lot of air time but in fact they are actually less than half the story. The most important element for investors is not fees but net returns, i.e. what’s left for the...

There are several definitions of Alternative Investments but there’s one thing they are not: conventional mainstream investments such as shares, cash and bonds. They’re specifically designed to be as uncorrelated as possible to the usual “market”, that being shorthand for the sharemarket. If possible, Alternatives should...

Many investors make the mistake of putting all their financial eggs in one basket. If anything goes wrong with that one product or asset they are in serious trouble. That’s why, as their savings increase, they should diversify or widen out the type of their...

What are franking credits and why are they important to investors? Not everybody understands how dividend franking works but a huge number of Australian investors, particularly retirees, are the comfortable beneficiaries of a system brought in by Treasurer Paul Keating in 1987 to eliminate the double...

What is fixed income? Many sharemarket investors are startled when they are told that the global fixed income market is more than twice the size of all those sharemarkets put together. It doesn’t resonate quite so much with retail investors since the big part of the fixed...