Latest News & Analysis

personal-finance
The AI risk investors often miss
The benefits of AI are easy to see. The trade-offs may take longer to notice.
The AI risk investors often miss
The AI risk investors often miss
stocks
Anthropic and OpenAI face commodification threats. Here’s what to watch for

Anthropic and OpenAI face commodification threats. Here’s what to watch for

Frontier AI labs face a three-pronged set of challenges.
stocks
Berkshire Hathaway: Abel pushes into new territory with Bending Spoons investment

Berkshire Hathaway: Abel pushes into new territory with Bending Spoons investment

We think it is a sign that the firm is finally moving out of its comfort zone to find places to put capital to work.
stocks
Overlooked cheap ASX share

Overlooked cheap ASX share

The market may be overlooking this share’s long-term value.
personal-finance
Investor Playbook: When to sell your investment

Investor Playbook: When to sell your investment

A framework for one of investing’s most difficult decisions.
personal-finance
The State of the Australian Investor 2026

The State of the Australian Investor 2026

Data on how Australian retail investors think and act.
stocks
Chip stock selloff deepens in Asia, extends to Europe and US

Chip stock selloff deepens in Asia, extends to Europe and US

The week’s tech stock rout continues despite strong earnings from TSMC and ASML.
stocks
Downgrade for ASX listed fund manager as redemptions pile on

Downgrade for ASX listed fund manager as redemptions pile on

Persistent outflows erode earnings outlook.
etfs
Fair Value Tracker: How much are you paying for the companies inside your Aussie shares ETF?

Fair Value Tracker: How much are you paying for the companies inside your Aussie shares ETF?

As of 13 October, A200 traded 9% above our analysts’ fair value estimates, yet most of the companies inside it traded below. The difference comes down to how the fund is built.
stocks
Tesla stock is down nearly 20% this year. Is it a buy ahead of earnings?

Tesla stock is down nearly 20% this year. Is it a buy ahead of earnings?

Following the rollout of its first autonomous Cybercab, here’s what we expect from Tesla’s earnings report.
retirement
Unconventional wisdom: Does an American retirement rule work for Australians?

Unconventional wisdom: Does an American retirement rule work for Australians?

Readers challenged whether a retirement framework developed in the United States could be applied to Australia. It’s a fair question.
markets
The oil market is running out of easy answers

The oil market is running out of easy answers

The biggest threat to markets may not be what investors are watching. A more fragile reality is being masked.
stocks
Guzman Y Gomez’s outlook unchanged despite strong update

Guzman Y Gomez’s outlook unchanged despite strong update

Strong quarter yet shares remain expensive.
stocks
Chart of the Week: The warning signs for Aussie banks

Chart of the Week: The warning signs for Aussie banks

Banks enter a lower-growth era.
stocks
3 ASX top picks with wide moats

3 ASX top picks with wide moats

Wide moat bargains are becoming easier to find.
fixed-income
The bond selloff story has shifted. Here’s how that changes the stakes for investors

The bond selloff story has shifted. Here’s how that changes the stakes for investors

Government debt worries are rising, but it’s still not time to panic. Here’s what to keep in mind if you’re worried about a debt crisis.
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