The recent 16th BRICS Summit in Kazan, Russia, was a mix of strategic ambition and political posturing. Officially themed “Strengthening Multilateralism for Fair Global Development and Security,” the summit aimed to promote intra-bloc trade and security cooperation....
When constructing an investment portfolio, one of the most important decisions is asset allocation - the process of determining how much of each asset class to include. This decision significantly influences the portfolio’s performance and how it responds to both...
Self-managed super funds (SMSFs) have long been a popular choice for Australians seeking greater control over their retirement savings. Recent government proposals, particularly the Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other...
The margin of safety is one of the most important principles in value investing. Popularised by Benjamin Graham, the father of value investing and mentor to Warren Buffett, it refers to the buffer or cushion between the intrinsic value of an asset and its market...
Introduction: A Timely Reminder from Howard Marks As Treasurer Jim Chalmers seeks to modernise the Reserve Bank of Australia (RBA) with one of the most substantial reforms in decades, Howard Marks’ latest memo serves as a reminder of the dangers of interventionist...
Taking time to revisit the basics periodically is a practice we’ve always advocated for. When you’re living and breathing the markets day in and day out, it’s easy to lose sight of fundamental principles—sometimes you can’t see the forest for the trees. The beauty of...
On his 94th birthday, Warren Buffett, the "Oracle of Omaha," remains one of the most respected and influential figures in the world of finance. While many might choose to slow down in their later years, Buffett continues to captivate investors with his timeless wisdom...
Market sentiment is a powerful force that often drives fluctuations in stock prices and market volatility, sometimes overshadowing the actual business fundamentals. While sentiment can be a useful gauge of market mood, relying on it to make investment decisions...
In the world of investing, the difference between success and mediocrity often boils down to how deeply one thinks about opportunities and risks. Howard Marks, co-founder of Oaktree Capital Management, is renowned for his deep insights into market behavior, and one of...
As we stand on the brink of a new era, the wave of artificial intelligence (AI) investment is just beginning. This transformative technology promises to revolutionise industries, reshape economies, and redefine the boundaries of human potential. For investors, the...
Would you bet your retirement on predicting the daily weather forecast over the next five years? Just as that gamble would be absurd, so too would be the attempt to perfectly time the stock market. Negative stories and the allure of market timing can be persuasive,...
As investors, staying informed about economic indicators is crucial to making sound investment decisions. The Consumer Price Index (CPI) is one such indicator, providing insights into the inflationary trends within the economy. Today, the Australian Bureau of...
