"2024-2025 was the third straight year of solid double-digit returns for diversified ‘passive’ ETF investors and a standard 70/30 (‘balanced’) fund or ETF portfolio should have returned near 12% after fees. Did yours?" asks Ashley Owen
Read more: Ashley Owen analyses 2024-2025: a year of double-digit returns for diversified portfolios
"What happened in markets in Feb 2025 and why?" asks Ashley Owen ...talking about the monthly snapshot on global markets for Aussie investors, and the profit reporting season wrap-up plus share price winners & losers.
Ashley Owen says the ‘big picture’ has changed for long term investors and looks at some big changes in the world since Trump's re-election that impact investors everywhere.
Read more: Big changes in the world since Trump 1.0 – Part 1: Growth picture
Monik Kotecha (Insync Funds Management) and Chad Hitzeman (Global X) discuss the place of Asia and emerging markets in a portfolio of global investments.
Read more: Emerging markets: A once in a generation opportunity
AMP announces enhancements to its MyNorth Sustainable managed portfolios, which as a core ESG principle invest in funds where managers influence the companies they invest in regard to environmental, social and governance matters.
"Despite continual tiresome warnings of a USA-led global recession from economists & market ‘experts’, plus a host of other threats - almost all of the main asset classes did well in 2024, beating inflation, & most did better than their long-term averages." says Ashley Owen
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