Aleks Vickovich

The government will accept “in full or in principle” 14 of Michelle Levy’s 22 recommendations to reform financial advice laws.

Arguably the nation’s most successful superannuation investor, Sam Sicilia of Hostplus easily reconciles a career in financial markets with the Labor values of his youth.

Escalating diplomatic “disillusionment” surrounding the US-China relationship has made investors think twice about exposure to the world’s second-largest economy. Geopolitics expert Stephen Kotkin said China may still be attractive to investors, if they understand the complexities of domestic Chinese politics – and ensure they are paid a hefty risk premium.

Sceptics cautious about the hype surrounding artificial intelligence underestimate the major scientific and civilisational advancements the technology

In his first public comments since being named chief investment officer of Australia's sovereign wealth fund in August, Ben Samild has said fostering a team culture of “purpose and joy” is among his top priorities.

Bridgewater Associates has a house view that the world is moving into a period of macro-volatility and global conflict, following a half-century period of relative harmony and pro-growth market conditions.

Treasurer Jim Chalmers says superannuation savings can and should play a role in supplying capital to megatrends that will reshape Australia’s economy and fiscal position. The comments come in an exclusive foreword to the first edition of Retirement Magazine, the new sister publication to Investment Magazine.

A little-known administrative hurdle is prohibiting tens of thousands of poorer Australians from accessing account-based pensions via the country's biggest super funds. Aleks Vickovich writes this seemingly widespread practice is shameful and threatens the grand bargain underlying compulsory super.

Douglas Rivers, chief scientist at pollster YouGov, said data coming out of the current US presidential election confirms significant cultural and demographic shifts that are reshaping the political map. Rivers told the Fiduciary Investors Symposium that the once-popular “demographics is destiny” mantra predicting permanent centre-left majorities has lost meaning in the Trump era.

Stockpicker Peter Bates, a global equity portfolio manager at T. Rowe Price, has reduced exposure to AI hardware providers like the much-hyped Nvidia, believing lofty valuations are becoming problematic. But he says the AI boom is not a bubble since it is funded primarily by the real cashflows of household name giants like Microsoft and Meta.