This Month
- Opinion
- Investing
Quality, the stock market’s last free lunch
We’re led to believe that the higher the risk, the higher the return. But that’s not actually how sharemarkets have worked, and no one can explain why.
- Jonathan Shapiro
Where did all the billionaire families go?
Wealthy families’ assets usually dissipate over generations, not because they choose bad investments but because they concentrate their risk.
- Victor Haghani and James White
January
- Opinion
- Regulation
‘Sophisticated investor’ rule change will be counterproductive
It’s not the money, it is the advice and expertise that a new investor can get access to that protects everyone’s interests.
- Mark Humphery-Jenner
Angel investors could be shut out by tougher sophistication test
Venture capitalists warn that an inquiry designed to protect retirees from investing in dodgy schemes could make the start-up sector an unwitting victim.
- Lucy Dean
AFR Alpha Live 2024 investment summit
The Australian Financial Review has gathered for a second year, the world’s most insightful market experts and commentators to explore and make sense of this unprecedented macro and investing backdrop.
Bill Ackman brings activist playbook to the culture wars
The investor fashioned a place for himself as an arbiter of how public companies should behave. He’s now using similar tactics to dictate terms far beyond business.
- Annie Massa, Katherine Burton and Amanda Gordon
Knowledge test needed for ‘sophisticated investors’: advisers
Financial advisers say more needs to be done to ensure products aren’t mis-sold to underqualified investors, ahead of a lift in the sophisticated investor threshold.
- Lucy Dean and Duncan Hughes
Investors ‘flying blind’ over climate lawsuit risks
Polluting companies could be liable for trillions in damages from climate cases, but investors and regulators are overlooking the risks, academics warn.
- Gus McCubbing
- Opinion
- Superannuation
Time for a rethink if Chalmers wants super to help build nation
Performance tests clipped the wings of super funds and stymied investment. Ahead of another government review, it might be time for a change.
- Katrina King
- Opinion
- Investing
Warren Buffett brought Japan back. Will it last in 2024?
Tokyo’s re-emergence as an investment destination was one of the more surprising trends of last year.
- Gearoid Reidy
Heard it all before? Here are some left-field market predictions for 2024
Three of the country’s top money managers reveal the lurking ‘known unknowns’ that could affect global markets this year.
- Tom Richardson
December 2023
- Opinion
- Investing
Four banks went bust this year and I made money betting against all of them
There are few economic ailments for which the cure is not a healthy dose of scepticism, writes Argonaut Capital founder Barry Norris.
- Barry Norris
- Opinion
- Portfolio diversification
The best five assets to buy in 2024, and three to dump
With inflation remaining high and markets fluctuating wildly, active investors stand to gain the most.
- Andrew Hobbs
WA works to overcome its venture capital drought
The mining state has found itself “underweight” when it comes to venture capital, with scores of start-ups forced to look interstate or overseas for early investment.
- Updated
- Tom Rabe
- Opinion
- Monetary policy
These are the factors complicating investment decisions in 2024
Economic reality in 2024 is likely to be far less binary, and much more nuanced, than many market participants and policymakers believe.
- Rana Foroohar
- Exclusive
- eSports
PAC Capital owner Clayton Larcombe may have bailed out investors
The former stockbroker may have used personal assets to improve the performance of his esports funds, an unusual but not illegal practice.
- Aaron Patrick
