An investment bet that is hard to forget By Tony Kaye, Senior Personal Finance Writer Investing Strategy Why billionaire active investor Warren Buffett is also an avid supporter of index funds. Investing should never be about making bets, even calculated bets. But there are exceptions to the rule, especially when the person betting is one…
Building resilient portfolios through diversification By Greg Davis, President and Chief Investment Officer, Vanguard Investing Strategy Vanguard’s President and Chief Investment Officer, Greg Davis, examines the role that asset classes play in a portfolio in today’s market environment. After a period of relative market calm, market dynamics in the last few years have…
April 2024 | 7 min read Connecting an adviser with your children By Vanguard Investing for life events How parents and advisers can work together to manage intergenerational wealth transfers. We’re told our time horizon shrinks as we age. This makes sense, because the closer we get to retirement, the less time we have left…
April 2024 | 7 min read The potential estate complexities of dying without a will By Tony Kaye, Senior Personal Finance Writer Investing for life events Having a legally valid will can go a long way to avoiding disputes over the division of your assets. What did the artist Picasso, musicians Bob Marley and Aretha…
April 2024 | 8 min read Life in retirement keeps getting more expensive By Tony Kaye, Senior Personal Finance Writer Retirement The latest rise in the Age Pension rate still falls short of what many people may need to have a modest lifestyle in retirement. Around 2.58 million Australians received a 1.78% government Age Pension…
Updated March 2024 | 5 min read Investment trends aren’t always your friend By Tony Kaye, Senior Personal Finance Writer ETFs Trendy ETF products can be enticing, but they don’t necessarily have staying power. The growing use of exchange traded funds (ETFs) by millions of investors worldwide can easily be described as an investment trend…
February 2024 | 8 min read The investment benefits from the return to “sound money” By Tony Kaye, Senior Personal Finance Writer Investing Strategy This is what investors can expect as interest rates remain at higher levels. Around the world, central banks are in no hurry to start cutting interest rates. It’s all about inflation.…
December quarter 2023 Markets rallied to close out the year as hopes of a soft landing once more came to the fore. Bond yields fell as central banks signalled a pause and markets began to price in a potential path for rate cuts. This spurred a rally in bonds and propelled developed markets equities back…
By Tony Kaye, Senior Personal Finance Writer Investing for life events Some investing steps to get you through the holiday season, the new year, and for the future. It’s about that time of the year again, with Christmas fast approaching and the new year just around the corner. It’s a time to unwind, to reflect…
Is it smarter to pay down a mortgage or invest? The answer depends on a range of factors. Many borrowers don’t have the financial capacity to make additional repayments on their loans, especially during times when interest rates are rising. However, some borrowers are in the position of having accumulated savings and regular surplus income…