Latest News & Analysis

personal-finance
Spending big on AI: So where’s the proof it’s working?
Business leaders must reassess AI’s return on investment using new frameworks that reflect productivity, capability shifts and long-term value creation.
Spending big on AI: So where’s the proof it’s working?
Spending big on AI: So where’s the proof it’s working?
stocks
ASX miner weathers the storm with strong commodity prices

ASX miner weathers the storm with strong commodity prices

Lower volumes due cyclone activity but revenues hold steady.
personal-finance
Unconventional wisdom: Investing remains a craft - even in the age of AI

Unconventional wisdom: Investing remains a craft - even in the age of AI

What a $19 million lunch with Warren Buffett reveals about judgement, process, and machines.
stocks
Eli Lilly earnings: Mounjaro/Zepbound’s massive volume growth more than counters price pressure

Eli Lilly earnings: Mounjaro/Zepbound’s massive volume growth more than counters price pressure

We’ve raised our fair value estimate of Lilly stock.
stocks
OpenAI missed multiple revenue targets - here’s why it likely won’t IPO this year

OpenAI missed multiple revenue targets - here’s why it likely won’t IPO this year

Plus, whichever AI company IPOs first defines what “good” looks like.
markets
How the Iran war is shaping markets

How the Iran war is shaping markets

And what it means for your money.
stocks
Lower production and higher prices for ASX hydrocarbon play

Lower production and higher prices for ASX hydrocarbon play

Improving pricing offsets severe weather impact on sales volumes.
stocks
Alphabet returns on AI investments accelerating

Alphabet returns on AI investments accelerating

AI propels business across aegments, cloud is grightest; Increasing our fair value.
markets
Private Credit headwinds move onshore

Private Credit headwinds move onshore

How the US private credit problem will play out in Australia.
stocks
We lift our fair value estimate for this ASX energy play

We lift our fair value estimate for this ASX energy play

Strong oil and LNG prices are a major win, though we don’t think they will stay high in the long term.
stocks
Chart of the Week: Headwinds for Aussie banks point to an imminent slowdown

Chart of the Week: Headwinds for Aussie banks point to an imminent slowdown

Investor demand is expected to fade and slow credit growth as borrowers face higher costs and reduced tax breaks.
personal-finance
Understanding the power of compounding

Understanding the power of compounding

Gaining a greater understanding of compounding can put you on a pathway to financial freedom.
personal-finance
Five simple reasons why Australian cash rates are highest

Five simple reasons why Australian cash rates are highest

Australians are suffering the highest cash rates amongst their rich country peers.
stocks
Hostile takeover on the cards for this ASX income opportunity

Hostile takeover on the cards for this ASX income opportunity

IFM lobs reasonable takeover offer.
etfs
Young & Invested: Can this ETF solve the ASX’s concentration problem?

Young & Invested: Can this ETF solve the ASX’s concentration problem?

When half your ETF goes into ten companies, it pays to look for alternatives.
stocks
Get ready for major US tech earnings starting tomorrow morning

Get ready for major US tech earnings starting tomorrow morning

Microsoft, Amazon, Alphabet, and Meta will all release quarterly earnings. Here’s what analysts are looking for.
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