Smart-beta investors could have done better by being less clever. The term smart beta is alleged to have been invented by the consulting firm Willis Towers Watson in 2006. (Although I have no reason ...

We do not assign a moat to IPH given potential business shortcomings dulling confidence in the company’s temporary advantages (e.g. switching costs and traces of intangible assets). Furthermore, the ...

On an average wealth per adult basis, Australia ranks fifth. According to the report, the average Australia has US$546,184 in ...

Morningstar is pleased to inform you that we will be further enhancing our Morningstar Medalist Ratings from the 29 October 2024. We will make two methodology enhancements for the Morningstar Medalist ...

Article Page URL has been copied to clipboard for sharing. This month, I've spent some time talking to experts in their fields. Over my career, I've had a few jobs working with financial advisers.

The sale represents a total consideration of $965 million with cash proceeds estimated to be around $835 million. The sale of Lumus which accounts for almost half of the fiscal 2024 group operating ...

In the paper, Asness outlines why he thinks the market has become less efficient during his 34 year career, and what investors can do about it. Asness says it’s important that stock prices accurately ...

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We estimate that the acquisition would add around AUD 11 per share to our fair value estimate for REA Group—if it goes ahead as currently proposed. However, we only ascribe a 25% probability of the ...

The Government has introduced the biggest changes to aged care in almost 30 years. While the message has been that “wealthy Australians will pay more for aged care”, it seems that most people will pay ...

Franking credits. Franking credits are used to prevent the double taxation of dividends. As a shareholder an investor is an owner of a business. The business pays taxes on income earned. When a ...

One in five of us own an investment property, with 56.7% of Aussie wealth held in housing (at June 2023). It is an incredibly attractive investment option for many investors due to the capital growth ...