Latest News & Analysis
stocks
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
Passive income growth continues to exceed my target.
personal-finance
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
The intrepid Templeton investor pioneered emerging-market investing.
stocks
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
We maintain our fair value estimate for TSMC stock.
stocks
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 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.
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