Here are the reasons I think higher inflation is here to stay – and how investors can respond by focusing on assets suited to those conditions.
My sense is investors will benefit from having more portfolio cash in 2026 and a higher weighting in fixed income. In the past few months, I’ve highlighted cash Exchange Traded Funds (ETFs). This week, my focus turns to fixed-income ETFs and here are two of them.
This latest market pullback provides an opportunity to revisit two older ideas.
Here are three thematic investing ideas that I believe have further gains ahead this decade.
If you take profit and hold cash, where do you park it? Here are two cash Exchange Traded Funds to consider when it’s time to take some profits.
My criteria for income investing is threefold: reputable managers, attractive and reliable gross yield (after franking) and attractive valuations. Here are two yield-focused Listed Investment Companies (LICs) for you to consider,
Here are 5 assets to sell and free up cash – and, of course, buy back later at better prices.
I’ve covered AFIC and Argo Investments previously in this column but here are two other discounted Listed Investment Companies (LICs) worth a long-term look.
I haven’t covered global healthcare stocks in detail in this column for several years, but the sector now looks seriously interesting.
I like infrastructure and have long argued that infrastructure should have a 5-10% allocation in many portfolios. Here are my two preferred Exchange Traded Funds (ETFs) for global infrastructure exposure.
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