Why the AI playbook may have fewer technology stocks By Vanguard Markets and economy The AI megatrend is likely to trigger a stocks rotation over the medium term Most of us have heard of the so-called “Magnificent Seven” U.S. technology stocks – Apple, Microsoft, Amazon, Alphabet (Google), NVIDIA, Meta Platforms, and Tesla. Collectively, because of…
What to look for when choosing a financial adviser By Vanguard The basics Here’s how to find a financial adviser who can provide the right support for you We believe financial advice is essential for Australians looking to build wealth and reach their goals, whether in the early stages of their career or during retirement.…
SMSF portfolios signal steady conviction in growth assets By Vanguard Super and retirement Trustees have not retreated from equities despite bouts of market volatility The Australian Taxation Office’s September 2025 quarterly SMSF statistics reinforce a clear message for investors: while the SMSF sector is maturing in terms of fund growth, capital allocation remains decisively growth‑oriented. As at…
The borrowing fallout from higher-for-longer rates By Vanguard Markets and economy Lenders are likely to start passing through the RBA’s rate rise fairly quickly In lifting its official cash rate by 0.25% back to 3.85% last week, the Reserve Bank of Australia (RBA) sent a clear signal that Australian borrowers should expect higher interest…
Have you checked your portfolio today? By Vanguard Markets and economy Rather than worrying about day-to-day price movements, focus here instead If you checked on the status of your investment portfolio today, don’t worry. You’re definitely not alone. In fact, you may have looked at how your various investment holdings are faring multiple times by…
Are downsizer contributions losing steam? By Vanguard Super and retirement Tax Office data shows fewer people used its super scheme in 2024-25 Introduced in 2018, the home downsizer scheme allows eligible Australians aged 55 and older to contribute up to $300,000 from the sale of their home into superannuation, outside of normal annual contribution caps.…
