Latest News & Analysis

stocks
Weekly earnings wrap: Last week’s winners & losers
A mixed first week for company’s reporting on the ASX. Here’s everything you need to know
Weekly earnings wrap: Last week’s winners & losers
Weekly earnings wrap: Last week’s winners & losers
personal-finance
Unconventional wisdom: The simple way to beat the market

Unconventional wisdom: The simple way to beat the market

A reminder of what really matters as results season ramps up.
funds
KiwiSaver Survey | December Quarter 2025

KiwiSaver Survey | December Quarter 2025

KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
stocks
Alphabet earnings: Continued momentum on cloud and search as capital expenses set to mount

Alphabet earnings: Continued momentum on cloud and search as capital expenses set to mount

Strong fourth quarter earnings.
stocks
Eli Lilly earnings: Revenue increases reflect global demand for oral obesity therapies

Eli Lilly earnings: Revenue increases reflect global demand for oral obesity therapies

We’ve raised our fair value estimate of Lilly stock.
retirement
Here’s how you can spend more during retirement

Here’s how you can spend more during retirement

Two strategies to consider if you want to maximize your lifetime spending.
markets
What to know about the software selloff

What to know about the software selloff

AI fears sparked major losses this week. Is the market overreacting?
retirement
Are you ready for retirement?

Are you ready for retirement?

A four step checklist to get ready for retirement. 
markets
US stock market outlook: Where we see investing opportunities in February

US stock market outlook: Where we see investing opportunities in February

Greatest fair value increases include late-cycle tech stocks.
funds
Australia’s best fund managers chart the course for 2026

Australia’s best fund managers chart the course for 2026

How Australian managers are navigating the investment seas.
stocks
ASX listed software provider joins global sell-off

ASX listed software provider joins global sell-off

Our thesis remains unchanged.
investing
Making sense of record high markets as the world catches fire

Making sense of record high markets as the world catches fire

Are we witnessing the unravelling of the global system as we know it?
stocks
AMD earnings: Data center demand still looks quite strong to us

AMD earnings: Data center demand still looks quite strong to us

AMD has the components to target $100 billion of AI revenue in the next few years.
stocks
PayPal earnings: Growth slows, new CEO appointed

PayPal earnings: Growth slows, new CEO appointed

We expect to lower our fair value estimate of PayPal stock.
stocks
Morningstar initiates on ASX income play

Morningstar initiates on ASX income play

This REIT may be an option for investors seeking income.
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