Latest News & Analysis

stocks
Updating our commodity price assumptions
Our view as China’s steel production drops.
Updating our commodity price assumptions
Updating our commodity price assumptions
personal-finance
Do super funds need a massive wake up call?

Do super funds need a massive wake up call?

What Australian super funds can learn from the UK in retirement decumulation.
stocks
Higher credit stress for big four bank

Higher credit stress for big four bank

Shares fall after announcement that capital will be replenished for loan impairment provisions.
personal-finance
Future Focus: One of the most generous tax breaks in Australia 

Future Focus: One of the most generous tax breaks in Australia 

But only if people owning a home get it right.
personal-finance
Meg on SMSFs: Payday super – why should SMSF members even care?

Meg on SMSFs: Payday super – why should SMSF members even care?

The key details to be aware of as Payday super takes effect in the new financial new year.
personal-finance
What will be your legacy?

What will be your legacy?

As we get older, many of us start to think about how we’ll be remembered by those left behind. That may not be the best way to ensure that you live life well and leave loved ones in good stead.
markets
5 trends to watch in a post-Iran war landscape

5 trends to watch in a post-Iran war landscape

Among the trends, expect higher oil prices for longer, reshoring, energy saving, and a better outlook for gold.
stocks
The ASX player evolving into a defensive haven

The ASX player evolving into a defensive haven

A well-timed simplification journey as boring evolves back in vogue.
stocks
12 picks for an income portfolio - Q1 2026 update

12 picks for an income portfolio - Q1 2026 update

Passive income growth continues to exceed my target.
personal-finance
Your inheritance will likely be a house. What should you do with it?

Your inheritance will likely be a house. What should you do with it?

Implications of inheriting or bequeathing property.
funds
Mark Mobius, legendary emerging - markets investor, dies at 89

Mark Mobius, legendary emerging - markets investor, dies at 89

The intrepid Templeton investor pioneered emerging-market investing.
stocks
Strong guidance from undervalued ASX share

Strong guidance from undervalued ASX share

Shares surged after the announcement of first half fiscal 2026 guidance.
stocks
TSMC earnings: Refining guidance and expansion plans amid strong AI demand

TSMC earnings: Refining guidance and expansion plans amid strong AI demand

We maintain our fair value estimate for TSMC stock.
stocks
Unconventional wisdom: A top performing ‘AI share’ accidently ended up in my portfolio

Unconventional wisdom: A top performing ‘AI share’ accidently ended up in my portfolio

Trying to make sense of a share caught up in irrational exuberance.
markets
War can’t be good, can it?

War can’t be good, can it?

War brings immense human suffering and geopolitical chaos, but historically, equity markets have shown a certain detachment and resilience amid conflict, leading to increased profitability despite initial panic.
stocks
Lowering our fair value on ASX share

Lowering our fair value on ASX share

Struggling customers limit upside.
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