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    Wealth

    Investing

    Today

    Global equities within a well-balanced portfolio may act as a source of long-term diversification.

    Fundamental research key for tapping global markets

    As Australia’s stock market capitalisation pales in comparison to global equities, fundamental research has become a cornerstone for investment firms.

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    by J.P. Morgan

    This Month

    JBWere’s Gillian Gordon says clients have to understand their liquidity preference and the liquidity profile of private credit.

    Private credit firms find $1trn target in rich Australians

    Opportunities in the sector are now becoming more accessible to individuals, but investors should beware.

    • Sharon Klyne
    Small caps again look cheap compared to large caps, but bear in mind the differences in fundamentals.

    Small caps are as cheap as they’ve been this century

    The phenomenal – albeit short – rally we saw in July is evidence that when small caps finally take off, they can move quickly.

    • James Weir
    Norman Zhang

    Why the rich are decarbonising their portfolios

    Wind and solar may have disappointed, but wealth managers see opportunity in areas such as waste management and disability housing.

    • Joanna Mather
    Property investors have had a sizeable advantage over sharemarket investors.

    Young investors buy geared ETFs as property becomes a pipe dream

    Leverage is what makes the housing market such a wealth juggernaut. Should ETFs get the same treatment?

    • Lucy Dean
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    A trader works on the floor of the New York Stock Exchange.

    Market gyrations reflect fears about the unwinding of QE

    Bountiful free money is not a “normal” state of affairs, and the sooner investors realise this the better. And that includes central bankers.

    • Gillian Tett
     Jun Bei Liu, Katie Hudson, Chris Haynes and Shawn Lee

    Buy the dip: Twenty-six shares fundies would snap up in another rout

    More wild market swings are predicted in coming months by some experts. We asked fund managers where they see opportunity.

    • Lucy Dean
    Getting more actively involved in managing your super can lead to higher returns.

    Why I’m glad I dumped my industry super fund

    After his SMSF regularly beat the performance of his former industry super fund for over a decade, Tony Boyd urges more Australians to take control of their super.

    • Tony Boyd
    Warren Buffett in 2018.

    Buffett halves his Apple stake in $116b stock dump

    The cash pile at Berkshire Hathaway has soared to $US425 billion as Warren Buffett struggles to find stocks to buy.

    • Updated
    • Amanda Cantrell and Alexandre Rajbhandari
    Japanese households are bringing forward purchases, rather than delaying them.

    Why investors should take notice of Japan’s resurgence

    With its equity market finally breaching highs not seen since 1989, there is growing evidence Japan’s structural reforms are working.

    • Todd Hoare

    July

    The magnificent seven tech megacaps have taken investors on a heady ride over the past few years as their values have soared.

    Where to invest as the tech megacap rally eases

    Signs that equity investors are getting cold feet over the rapid advances in artificial intelligence leaders have put a spotlight on some less obvious beneficiaries of the technology boom.

    • Sangmi Cha, Ivy Chok and Natalia Kniazhevich
    Cathy Ding recommends Mastering the Market Cycle.

    Ten books that could help you become a better investor

    We asked money managers, financial advisers and a self-made multimillionaire to nominate the books that taught them the most about creating wealth.

    • Tom Richardson

    The Aussie funds that beat bitcoin and big tech

    It was often savvy bets at the smaller end of the market that shot the top-performing fund managers to the top of the leader table in the last financial year.

    • Updated
    • Joshua Peach
    The Securities and Exchange Commission has been worried about a lack of clearly defined valuation procedures and protocols for mitigating private markets’ many conflicts of interest.

    Private equity has become hazardous terrain for investors

    The days of easy windfalls from freakishly loose monetary policy are gone. Now, private capital is much more hazardous terrain for investors.

    • John Plender
    Investing in the cryptocurrency space can be daunting.

    Reshaping finance

    Probing the changing outlook for cryptocurrency investing, decentralised assets, blockchain technology and Web 3.0 at the Financial Review’s Crypto & Digital Assets Summit 2024.

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    Planning for a comfortable future: Micheala Ripa.

    How this 29-year-old pilot plans to retire at 50 with $2.5m

    From meal-prepping a month in advance to investing in Tesla and Coca-Cola, here’s how one young couple is hoping to retire early.

    • Lucy Dean
    Property developer Intaj Khan is expected to be called up for liquidator examinations on Wednesday.

    Developer Intaj Khan to be examined over failed $30m property deal

    Suspected Ponzi scheme Remi Capital raised money from investors to buy Mr Khan’s 24.6-hectare site but allegedly funnelled the money into a secret bank account.

    • David Marin-Guzman

    June

    Warren Buffett donates record $8b in shares to charity

    Warren Buffett has made his biggest annual donation since he began making them in 2006.

    • Jonathan Stempel