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RETURNS News & Analysis

What return are you actually getting from shares?
Personal Finance
What return are you actually getting from shares?
We break down each of the components of a total return to understand what you get at the end of your investment.
Shani Jayamanne | 12 February 2024
Breaking down 2023 returns for the ASX
Markets
Breaking down 2023 returns for the ASX
Despite worries about interest rates, inflation, recession and war, the Australian share market performed well in 2023. But how does last year...
Ashley Owen | 24 January 2024
Experts forecast stock and bond returns: 2024 edition
Markets
Experts forecast stock and bond returns: 2024 edition
Bond outlooks improve, but stocks’ prospects drop on the heels of 2023′s rally.
Christine Benz | 16 January 2024
Foundations of financial independence Module 4: Required rate of return
Personal Finance
Foundations of financial independence Module 4: Required rate of return
Shani Jayamanne goes through how to calculate your required rate of return, and the inputs that you need. 
Shani Jayamanne | 07 January 2024
What are share market returns over the long-term?
Personal Finance
What are share market returns over the long-term?
The headline return is never what investors get. We look at the components that make up a total return.
Shani Jayamanne | 28 December 2023
How to earn 1.7% more a year than the average investor
Personal Finance
How to earn 1.7% more a year than the average investor
Changing your investment approach can make a significant difference in returns over the long-term. 
Mark LaMonica, CFA | 24 December 2023
Investing Compass: What return are you actually getting from shares?
Stocks
Investing Compass: What return are you actually getting from shares?
We break down each of the components of a total return to understand what you get at the end of your investment. 
Shani Jayamanne | 10 November 2023
How time horizon affects the odds of equity investing
Personal Finance
How time horizon affects the odds of equity investing
The reward for those who stand and wait.
John Rekenthaler, CFA | 23 October 2023
Even Warren Buffett lost his edge 20 years ago
Markets
Even Warren Buffett lost his edge 20 years ago
Even the fund managers who have out-performed since inception peak early, then suffer declining out-performance after that. It’s a guaranteed...
Ashley Owen | 01 October 2023
30-year chart is pointer to retirement outcomes
Retirement
30-year chart is pointer to retirement outcomes
A healthy couple entering retirement can expect at least one of them to live for 30 more years. What do the 30-year asset performance charts say...
Graham Hand | 17 August 2023