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INVESTMENT News & Analysis

The most overlooked investment property deductions
Personal Finance
The most overlooked investment property deductions
An investment property tax expert runs through what every investment property owner should know
Shani Jayamanne | 17 March 2025
Unconventional wisdom: Should I sell this high flying share?
Personal Finance
Unconventional wisdom: Should I sell this high flying share?
My dilemma of how to handle a position in my portfolio that has grown too large.
Mark LaMonica, CFA | 14 March 2025
Unpacking investment risk in superannuation
Personal Finance
Unpacking investment risk in superannuation
Understanding investment risk in superannuation is crucial for your retirement account. Here's a guide on how to define, take, and manage risk to...
Annika Bradley | 13 March 2025
Unconventional wisdom: Are Industry Super Funds following the wrong strategy?
Personal Finance
Unconventional wisdom: Are Industry Super Funds following the wrong strategy?
Industry Super Funds all use a similar investment strategy based on the ‘Yale model’. There are signs it might not work as well in the future. 
Mark LaMonica, CFA | 09 March 2025
Unconventional wisdom: The myth of better risk adjusted returns in industry super funds
Retirement
Unconventional wisdom: The myth of better risk adjusted returns in industry super funds
Does the sales pitch for private assets hold up to scrutiny?
Mark LaMonica, CFA | 09 March 2025
Unconventional wisdom: Are passive ETFs leading to lower returns?
Personal Finance
Unconventional wisdom: Are passive ETFs leading to lower returns?
Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
Mark LaMonica, CFA | 26 February 2025
Unconventional wisdom: Add certainty to your retirement
Retirement
Unconventional wisdom: Add certainty to your retirement
What a trip to Monte Carlo can teach you about having a more secure retirement. 
Mark LaMonica, CFA | 26 February 2025
Unconventional wisdom: A simple way to better returns
Personal Finance
Unconventional wisdom: A simple way to better returns
What can the mating rituals of the Bowerbird teach us about investing.
Mark LaMonica, CFA | 26 February 2025
Unconventional wisdom: 3 things you won't find in my portfolio
Personal Finance
Unconventional wisdom: 3 things you won't find in my portfolio
What we choose not to buy may be the most important financial decision we make. 
Mark LaMonica, CFA | 26 February 2025
Unconventional wisdom: Don’t play Russian Roulette with your finances
Personal Finance
Unconventional wisdom: Don’t play Russian Roulette with your finances
Resilience is an underappreciated quality in a portfolio and life.
Mark LaMonica, CFA | 26 February 2025