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 average returns over 2024. Concerns …
What is a distribution?
A managed fund generates income from its investments – for example, through share dividends, interest on cash or fixed interest investments in the fund, or …
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 generate high returns… at a …
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 in the process. More than …
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 in the US set the …
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 is created equal. A notable …
Five signs you may need a financial adviser
You don’t have time When you’re juggling your job with your personal and family life, it can be challenging to carve out time in your …
Caring for ageing parents
Some of us may help provide assistance to our ageing parents or other relatives in the future. That time may bring a range of emotional …
Navigating the transition to a successful retirement
Just as it is vital to invest in the financial planning, retirement planning must also focus on that other precious commodity – time. We live …
How fixed interest got its groove back
Looking for higher returns than cash in the bank with less volatility than shares and property? With interest rates generally considered to be at or …