Barrie Dunstan is one of Australia's most experienced business and investment journalists. He has been an associate editor and columnist with The Australian Financial review AFR since 1987 and specialises in superannuation and funds management. He also writes on personal investment and has published three books for investors.
It’s important to stick to your guns when it comes to asset allocation, and make considered decisions that you’re prepared to defend.
As the industry digests the findings from the Royal Commission, investors need to consider how to position their portfolios.
“We will always be prepared for the thousand-year flood; in fact, if it occurs we will be selling life jackets to the unprepared.”
President Donald Trump has managed to antagonise some of the world’s biggest investors, says Barrie Dunstan. So what does this mean for markets?
There’s a lot for investors to learn from Warren Buffett’s big Apple share play, which saw the Oracle of Omaha double his stake in the company.
Investors still appear to be believers in the Trump rally, but there are concerns out there to watch for.