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RETURNS News & Analysis

Only 2.4% of companies deliver all net shareholder wealth
Stocks
Only 2.4% of companies deliver all net shareholder wealth
Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove...
Graham Hand | 23 April 2024
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 | 04 April 2024
An ultracheap stock to buy with the best returns on investment
Stocks
An ultracheap stock to buy with the best returns on investment
A narrow moat stock with a high ROIC that’s undervalued.
Shani Jayamanne | 18 March 2024
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