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
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
An article in the Financial Review this week suggests the RBA has not done enough to curb inflation, with data estimating that Australia has the equal-highest core inflation rate among developed economies. Research from Trading Economics puts Australia’s core inflation equal with the Netherlands, and when taking into account all advanced economies, second behind Iceland.
A wave of headlines this year has returned to a number that is hard to ignore. The Productivity Commission estimates that around $3.5 trillion in assets will change hands in Australia by 2050, as the baby boomer generation passes wealth to their children and grandchildren. It is the largest intergenerational wealth handover in the country’s
After three years of debate, drafts and a fair bit of noise, the $3 million super tax is now law. Division 296 received Royal Assent on 13 March 2026 and commences on 1 July 2026. For clients with larger super balances, the time for watching and waiting is over. Here is what the final legislation
The Financial Review Rich List for 2026 is out. The combined wealth of Australia’s top 200 has risen by $39 billion in a single year to reach $707 billion. Gina Rinehart holds top spot for the seventh year running at an estimated $39 billion. Nearly nine in ten on the list are now billionaires. The
Last December, we wrote about the surge in global grid investment driven in part by AI data centres. The picture that has emerged since is even larger than the headline numbers suggested. ARK Invest’s recently released Big Ideas 2026 report puts a figure on it. To meet projected global electricity demand by 2030, cumulative global
A new report from ARK Invest, Big Ideas 2026, makes a striking case that the world is entering one of the largest technology investment cycles in modern history. Looking back across 170 years of capital expenditure data, from the railroads of the 1860s to electrification, cars, computers and the software boom, ARK shows that each
The AI productivity revolution has a new poster child. Matthew Gallagher’s AI-powered company, Medvi, a telehealth provider of GLP-1 weight-loss drugs, last year reported annual revenue of US$401 million. This year the company is on track to reach $1.8 billion in sales. And the real surprise? Gallagher’s only employee is his younger brother Elliot. It’s
The Federal Government last night handed down its 2026 Budget, with the largest reforms since the Howard era. With the Iraq war and ongoing fuel crisis causing uncertainty across markets and a focus on ‘intergenerational fairness’, there are some key changes for investors. The Budget, if it moves forward into legislation, will see scaled-back tax
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