by Dejan Pekic
What a difference a decade makes
Posted by Dejan Pekic
Vanguard have published their Index Chart for asset class returns to 30 June 2025.
For comparison we reviewed the asset class returns to 30 June 2015.
A decade ago it was Australian listed companies that delivered the best 30 year performance number but now it is US listed companies who have delivered the best performance number over 30 years.
More interestingly is the 10 year growth asset return numbers which delivered 6% to 7% per annum to 30 June 2015 while for the 10 years to 30 June 2025 growth assets returns are 8% to 15% per annum.
This has been a material increase in growth asset returns and the reason must lie with the combination of low interest rates and proliferation of software/AI focused businesses.
Will it continue, sadly no.
Expect an asset price correction or crash, this is guaranteed to happen which is why remaining invested according to our appetite for volatility is most important and when (not if) fear and panic next take hold, react by buying more quality assets at discounted prices.
Our business is based on referrals, so if you have family, friends or colleagues that want advice please ask them to contact us.
At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me or to call me on +61 2 9267 2322.
Related Posts
According to JPMorgan’s ‘Annual equity returns and intra-year declines’ data released on 30 June, the average ASX 200 intra-year drop over the past 32 years was 13.8% (median 11.5%). While that might seem alarming, what is interesting is what happens afterwards. Despite that recurring mid-year drop, the ASX 200 has still finished the calendar year
Weeks on from the Budget and we’ve seen some dramatic shifts across the property market. Investors are pulling back, with a flow-on effect on auction clearance rates, loan enquiries and, for some, borrowing capacity. The revamped capital gains tax (CGT) and property gearing changes in Australia are reducing investor tax breaks and therefore the net
Around 1.4 million business owners in Australia will retire by 2036 – and 33% have no succession plan. That’s according to PwC’s 12th Family Business Survey, which also found that succession plans may stall due to specialised skill gaps, a need to balance family legacy with innovation and resistance from the senior generation to transition leadership, which was cited
