Latest News & Analysis
markets
Chart of the Week: US market concentration in uncharted waters
The latest from our global analysts.
stocks
Overpriced ASX listed consumer electronics retailers
Solid balance sheets, lower business risk and strong sales but investors are overly optimistic.
personal-finance
10 things we can learn from Warren Buffett that have nothing to do with money
Life lessons from the Oracle of Omaha as he retires as Berkshire Hathaway’s CEO.
stocks
Nvidia and AMD: Maintain fair value estimate amid reports of Meta’s negotiations to buy Google TPUs
Our update on select stocks from the Semiconductors industry.
stocks
Alphabet: Gemini momentum and possible Meta TPU deal underscore AI capability
We think Alphabet is exceptionally well positioned in everything AI.
personal-finance
Mark to market: Are you making this mistake by not understanding compounding?
Mark explains why you should avoid breaking the chain of compounding.
funds
Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
stocks
Market too pessimistic about unloved ASX health care share
Our analysts believe a long-term margin recovery is underway.
stocks
Two overvalued ASX shares to avoid
Both shares trade at a significant premium to our fair value.
retirement
Why it’s time to ditch the retirement journey
I, along with many other retirement commentators, have had an unhealthy adherence to the concept of the retirement journey.
stocks
Materially undervalued ASX tech share
Long reinvestment runway supports our thesis on ASX technology company.
retirement
Future Focus: How much do you need for retirement if you don’t own a home?
Is a comfortable retirement possible without owning your own home?
stocks
For US software stocks, it’s been an AI bust, not a boom
Once-hot software names are lagging. Are they good buys?
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