Latest News & Analysis
markets
US markets brief: The AI loser trade, and what’s driving it
Plus: Equal-weighted indexes’ time in the sun, Q4 GDP, and what to watch as big retailers report earnings.
stocks
Higher dividend for ASX member of our income pick list
Management lifted guidance and full-year dividend.
stocks
We expect sales growth to moderate for overvalued ASX share
Shares rallied after results but we see future headwinds.
personal-finance
Future Focus: Don’t believe in ESG? There are reasons why you should.
Are you willing to put your money where your mouth is?
retirement
Mark to market: Is this commonly cited retirement rule irrelevant?
Mark answers a reader question about spending in retirement.
stocks
There are 3 good reasons to buy this US dividend stock today
It’s a dividend aristocrat with a healthy yield that looks significantly undervalued even after its recent rally.
stocks
Strategic reset for ASX listed share
The global search for a new CEO is over, ending investor concern about leadership uncertainty.
markets
Why a ‘k-shaped’ economy means more risk for stock investors
Analysts say a stumble in the stock market could spell trouble for consumer spending and economic growth. That makes for a fragile balance.
stocks
ASX listed bank overvalued after shares surge
Investors were pleased with results but our fair value estimate is unchanged.
stocks
Weekly Earnings Wrap: CBA, CSL, MQG and more
Everything you need to know on last weeks earnings results
stocks
ASX player rallies on small guidance upgrade
Our fair value is maintained despite investor enthusiasm.
stocks
After earnings, is Alphabet stock a buy, a sell, or fairly valued?
With strong fourth-quarter earnings and AI integration, here’s what we think of Alphabet stock.
stocks
Cisco earnings: AI orders and profitability look strong despite second-half choppiness
We’ve raised our fair value estimate of Cisco stock.
personal-finance
Inflation is the biggest destroyer of wealth
Investors must protect portfolios from the compounding impact of inflation on future living standards.
personal-finance
Unconventional wisdom: Two competing views on AI hype
The visionary vs the contrarian.
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