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Wealth

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This Month

Dr Liz Dallimore, CEO and managing director at Argenica Therapeutics.

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
Job vacancies at a grocery store in Illinois. Employment, wages and other key metrics are refusing to follow historic trends in many places.

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
PAC Capital owner Clayton Larcombe, right, and fund manager Sunny Bangia in a publicity photo taken to announce he had joined the business last month.

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
IFM Investors CEO David Neal.

In Dubai, IFM Investors emerges as a global green player

As the super fund backed firm reinvents itself as a global business with Aussie roots, CEO David Neal jetted to the COP28 summit to rub shoulders with the corporate climate crowd.

  • Hans van Leeuwen

The ‘alpha’ edge: three fund management success stories

With the advent of the $3.5 trillion in compulsory savings via superannuation, Australia has become a breeding ground for some of the best investment talent on the planet.

  • Christopher Joye
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Long-term capital growth is the key driver for choosing an investment property, according to 65 per cent of PIPA survey respondents.

Long-sighted investors sticking with property

Interest rate rises and patchy housing markets can be a smokescreen concealing the ambitions of committed, long-term property investors.

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by Australian Property Scout

Yarra Capital’s Katie Hudson sees opportunities in small cap stocks.

Why it’s time to rediscover unloved assets

Debt markets, overlooked healthcare stocks and small caps are among the opportunities professional investors are betting on for the year ahead.

  • Joanna Mather
Investors have to approach exchange-traded funds (ETFs) that invest with a theme with eyes wide open.

Ignore global assets at your peril

Over-emphasising Australian assets in a portfolio at the expense of global stocks can mean missing out on fast-growing sectors and heightens risk.

  • Alexandra Cain
Amy Pham: there are good buying opportunities in A-REITs

Is now the time to buy REITs?

With the peak in interest rates in sight, it may be time to consider the listed property trusts again. But be careful which stocks you buy, experts say.

  • Larry Schlesinger
Peter Edwards is the executive chair of the Smorgan Group and Victor Smorgon’s grandson.

What these fundies want to buy in 2024

After the most rapid interest rate hiking cycle in decades, experts agree on one thing: investors need to do their research, more than ever.

  • Lucy Dean
The Vanguard Total Bond Market ETF moved above $US100 billion for the first time ever.

Vanguard’s biggest bond ETF becomes first to break $151b

The highest yields in years have made fixed-income more appealing, while exchange traded funds have consistently stolen market share from their more expensive mutual fund brethren.

  • Katie Greifeld

November

Multiple tenancies in the one property keeps costs lower for renters while also providing a balance between privacy and social connection.

Investing for good – and profit

When it comes to responsible investing, climate has been a huge drawcard. But providing affordable and social housing is drawing investor interest.

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by Investor Partner Group

Charlie Munger and Charles Jennings at Mr Munger’s home in California last year.

Munger ‘ran a mile from win-lose deals’, says his Aussie ‘soulmate’

Charlie Munger last year made a personal investment in a holding company managed by Melburnian Charles Jennings’ Stonehouse Corporation.

  • John Kehoe
A clerk displays a souvenir phone holder with illustrations of CEO Warren Buffett (right) and vice-chairman Charlie Munger. Asked to explain Berkshire Hathaway’s failure to best its own yardstick, Munger said “If this is failure I want more of it.”

Munger’s infamous quotes live on. Here are some of the best

If Warren Buffett is the king of the investment wisecrack, then his business partner Charlie Munger, who died on Wednesday aged 99, was the ideal straight man.

  • James Thomson and Jonathan Shapiro

Legendary investor Berkshire Hathaway’s Charlie Munger dies aged 99

The legendary investor, who helped Warren Buffett build Berkshire Hathaway into an investment powerhouse, died at a California hospital.

  • Updated
  • Josh Funk
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Black Friday crowds in New York. The forecast this time is for a mild recession in the US.

Investors predict soft landing US recession in 2024

The consensus forecast for next year is a mild US recession, with bonds becoming more attractive.

  • Katie Martin
Value investors buy companies that trade below their perceived intrinsic value in the belief that the market is mispricing the stock.

How to avoid being ‘dangerously concentrated’ in yesterday’s winners

Growth investors have experienced a decade of “phenomenal” returns, but value investors insist the next 10 years will be very different.

  • Lucy Dean
Young investors have pulled out of ETFs.

Gen X overtake Millennials as the biggest buyers of ETFs

The pandemic-era wave of young exchange-traded fund investors has slumped by 42 per cent, with 300,000 investors aged 18 to 34 selling out over the past two years.

  • Lucy Dean
Richard Uechtritz, left, cold called Luke Terry to open a social enterprise in the Byron Shire.

‘No brainer’: Why this ex JB Hi-Fi CEO backed a Byron laundry

Businessman and Byron Bay local Richard Uechtritz has wrangled $12 million to open the Byron Shire’s only commercial laundry.

  • Tess Bennett
The latest profit results should be good news for income investors, analysts say.

Bank profits may have peaked. Are they still a buy for investors?

Analysts and financial advisers have different views on which of the country’s major financial institutions will offer the best return for shareholders.

  • Lucy Dean