Our latest news and insights
From our quarterly outlook to our weekly insights into market trends, the Steward Wealth blog is the place to keep informed about what could affect your finances this week, month and year.
What’s this $3m tax on super? Explaining Division 296 tax
As the 2025-2026 financial year approaches, clients are hearing about Division 296—a proposed 15% tax on superannuation earnings over $3M. This blog explains the details, formulas, and worked examples to understand this new tax.
The Land of the Rising Stock Market
Abenomics ushered in an era of significant reform for Japanese companies, 12 years later the share market has been one of the best performing in the world. Can it keep going?
Are Australian shares expensive?
There’s something innately comfortable about investing in companies you know and a market you’re familiar with, so it’s hardly surprising Australian investors, like their peers all over the world, have a bias to investing in their home market. And Australia has...
China – time to buy?
After a staggering 60% underperformance compared to global markets over the last three years, the Chinese share market begs the question: are its stocks too cheap to overlook? In the midst of this apparent carnage, could there be hidden opportunities waiting to be seized?
Is the US share market uninvestable?
The US share market has continued the strong rally that started at the end of 2023. Bearish commentators are making comparisons to the dotcom boom, quote lingering concerns about the economy and point to the risk of being reliant on the mega cap tech stocks. But does all that worry overlook sound reasons for the ongoing rally? What do the fundamentals tell us?
Private credit is redefining fixed income
Private credit is redefining fixed income as an asset class, with returns as high as 10 per cent plus attracting an explosion of interest. But all that attention has drawn the usual cowboy operators, so smart investors need to be careful.
Maybe the US share market isn’t as expensive as you think
US shares have outperformed for 14 years, should you be overweight or underweight?
2024: What just happened and what lies ahead
In our inaugural blog post of the year, we delve into a comprehensive review of the financial market's 2023 performance. Unpacking the lessons learned, we provide valuable insights into what lies ahead for 2024.
Interview with Partners Group co-founder Urs Wietlisbach
Hear Urs Wietlisbach's, co-founder of leading private equity firm, Partners Group, expert insights on how the new world of changing interest rates will affect private equity. Discover implications for returns and strategic moves of their signature Global Value Fund, as Wietlisbach sheds light on investment strategies in this exclusive interview.
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