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RETURNS News & Analysis

Are mega super funds’ returns set to fall?
Retirement
Are mega super funds’ returns set to fall?
While the performance of the largest super funds has been admirable, they’ve become so big that it will make it difficult for them to...
James Gruber | 11 December 2024
What returns do you need for a comfortable retirement?
Retirement
What returns do you need for a comfortable retirement?
The math behind your retirement outcomes. 
Mark LaMonica, CFA | 20 November 2024
Are average returns enough to achieve your goals?
Funds
Are average returns enough to achieve your goals?
Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above...
James Gruber | 17 October 2024
2 charts to explain the trade-offs in retirement planning
Retirement
2 charts to explain the trade-offs in retirement planning
Investors may need a shift in mindset as retirement approaches but there are ways to structure a portfolio to improve retirement outcomes.
Mark LaMonica, CFA | 16 October 2024
Only 2.4% of companies deliver all net shareholder wealth
Stocks
Only 2.4% of companies deliver all net shareholder wealth
Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove...
Graham Hand | 02 October 2024
How to earn 1.7% more a year than the average investor
Personal Finance
How to earn 1.7% more a year than the average investor
Changing your investment approach can make a significant difference in returns over the long-term. 
Mark LaMonica, CFA | 15 August 2024
30-year chart is pointer to retirement outcomes
Retirement
30-year chart is pointer to retirement outcomes
A healthy couple entering retirement can expect at least one of them to live for 30 more years. What do the 30-year asset performance charts say...
Graham Hand | 04 August 2024
Decoding stock picks from experts
Personal Finance
Decoding stock picks from experts
The media is filled with picks from financial professionals. Here is how to use them to help you achieve your investment goals.   
Mark LaMonica, CFA | 14 July 2024
What are share market returns over the long-term?
Personal Finance
What are share market returns over the long-term?
The headline return is never what investors get. We look at the components that make up a total return.
Shani Jayamanne | 03 June 2024
How inflation impacts different types of investments
Markets
How inflation impacts different types of investments
A comprehensive study of the impact of inflation on returns from different assets over the past 120 years. 
Ashley Owen | 01 May 2024