Latest News & Analysis

With property under pressure and yields shifting, I take a look at the best way to access the A-REIT sector.

Mark and Shani run through lessons for ASX stocks, ETFs and LICs that have delivered over the past decade.

The first public financials from Elon Musk’s company highlight Starlink’s revenue power and increased spending on AI.

The growth category, specifically technology and AI stocks, is no longer providing an excess margin of safety.

My take on a budget sold as intergenerational reform, but built on contradictions.

AI fears have shifted from bubble talk to disruption anxiety, driving investors toward asset-heavy, ‘AI-resistant’ businesses while punishing many software and service firms. This environment may be ripe for stock pickers.