InvestmentStrategy Tag

What Are Geared Investment Funds?* *And Why Borrowing for Shares Isn’t “Riskier” Than Borrowing for Property Many Australians are comfortable borrowing hundreds of thousands of dollars to buy an investment property. Yet the idea of borrowing to invest in shares often feels “too risky”. Some even believe...

[vc_video link='https://www.youtube.com/watch?v=gnJCN30nwOw'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global equities continued to move higher in September, supported by a US interest rate cut, still-limited tariff effects on the US economy and ongoing optimism around artificial intelligence. Australian equities pulled back, however, it...

Are We in an AI Bubble? Why This Time Might Be Different Artificial intelligence (AI) has been one of the biggest drivers of market enthusiasm over the past two years. With share markets — especially in the US — hitting record highs, many investors are asking...

Using Your Mortgage to Build Wealth – Not Just Pay Interest For most Australians, the mortgage is their largest financial commitment. The natural instinct is to focus on paying it off as quickly as possible to reduce interest costs. While that’s important, there are strategies to...

Gold as an Investment: Why It Still Matters in a Diversified Portfolio (with Recent Performance) Gold is not just theoretical insurance — recent data shows how it has behaved relative to equities and bonds over the past decade. Below is a comparison, followed by an updated...

[vc_video link='https://www.youtube.com/watch?v=0s6wKNNVs84'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global equities continued to move higher in August, supported by continued good US earnings reports, the still-limited tariff effects on the US economy and a “dovish pivot” by the US Federal Reserve. US markets...

Understanding Alternatives: Private Equity, Private Credit, and Unlisted Property When most people think about investing, the first things that come to mind are shares on the stock market or term deposits with the bank. But there’s a growing category of investments known as alternative assets, which...

[vc_video link='https://www.youtube.com/watch?v=3noC0NpF50o'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global equities bounced back solidly in May, helped by a postponement in planned US tariff increases as well as resilient US corporate earnings and economic activity. Australian equities also rose (though slightly less than...