AI and bank shares push super balances higher in 2024
Superannuation funds have recorded another impressive year of returns for members with international technology and Australian banking shares driving above …
What is a distribution?
A managed fund generates income from its investments – for example, through share dividends, interest on cash or fixed interest …
How do hedge funds work in a volatile market?
While an exposure to hedge funds can provide a lift to a portfolio’s performance, they also offer the potential to …
Ever thought of investing in essential services?
Investing in infrastructure is about investing in the companies that provide essential services to society and earning predictable, reliable returns …
Economic and market overview November 2024
Investors maintained a healthy risk appetite for much of October, which enabled major share markets to make further progress. Movements …
As value outperforms again, is your portfolio ready?
As value returns to market favour it’s time to check in on your portfolio – but not all value exposure …
There remain five reasons to expect the $A to rise
Back in November we saw five reasons to expect a higher $A. These largely remain valid and the $A seems …
Mortgage versus super – a common dilemma
Conventional wisdom used to dictate Australians were better paying off their home loans, and then, once debt free turning their …
Is it worth salary sacrificing into super?
Let’s explore the ins and outs of salary sacrificing into your super and help you determine if it’s worth considering …
How to determine asset allocation
Asset allocation is the process of dividing funds between different asset classes including cash, bonds, property and shares. This takes …