Latest News & Analysis

retirement
Mark to market: Is this commonly cited retirement rule irrelevant?
Mark answers a reader question about spending in retirement.
Mark to market: Is this commonly cited retirement rule irrelevant?
Mark to market: Is this commonly cited retirement rule irrelevant?
stocks
There are 3 good reasons to buy this US dividend stock today

There are 3 good reasons to buy this US dividend stock today

It’s a dividend aristocrat with a healthy yield that looks significantly undervalued even after its recent rally.
stocks
Strategic reset for ASX listed share

Strategic reset for ASX listed share

The global search for a new CEO is over, ending investor concern about leadership uncertainty.
markets
Why a ‘k-shaped’ economy means more risk for stock investors

Why a ‘k-shaped’ economy means more risk for stock investors

Analysts say a stumble in the stock market could spell trouble for consumer spending and economic growth. That makes for a fragile balance.
stocks
ASX listed bank overvalued after shares surge

ASX listed bank overvalued after shares surge

Investors were pleased with results but our fair value estimate is unchanged.
stocks
Long-term fundamentals remain intact for struggling ASX share

Long-term fundamentals remain intact for struggling ASX share

Hoping for reset with new CEO.
stocks
Weekly Earnings Wrap: CBA, CSL, MQG and more

Weekly Earnings Wrap: CBA, CSL, MQG and more

Everything you need to know on last weeks earnings results
stocks
ASX player rallies on small guidance upgrade

ASX player rallies on small guidance upgrade

Our fair value is maintained despite investor enthusiasm.
stocks
After earnings, is Alphabet stock a buy, a sell, or fairly valued?

After earnings, is Alphabet stock a buy, a sell, or fairly valued?

With strong fourth-quarter earnings and AI integration, here’s what we think of Alphabet stock.
stocks
Cisco earnings: AI orders and profitability look strong despite second-half choppiness

Cisco earnings: AI orders and profitability look strong despite second-half choppiness

We’ve raised our fair value estimate of Cisco stock.
personal-finance
Inflation is the biggest destroyer of wealth

Inflation is the biggest destroyer of wealth

Investors must protect portfolios from the compounding impact of inflation on future living standards.
personal-finance
Unconventional wisdom: Two competing views on AI hype

Unconventional wisdom: Two competing views on AI hype

The visionary vs the contrarian.
markets

Market Minute: Japanese markets react strongly; AI uncertainty expected

Japanese Prime Minister Sane Takaichi receives a resounding vote of confidence. In Australia, CommBank earnings jump nearly 7%, and the dollar rises over 71 US cents.
personal-finance
The Division 296 tax is still a quasi-wealth tax

The Division 296 tax is still a quasi-wealth tax

Does the latest draft legislation penalise long term compounding for super funds?
stocks
ASX healthcare giant remains well positioned despite share slump

ASX healthcare giant remains well positioned despite share slump

We welcome the CEO change at CSL but relatively soft plasma performance will postpone recovery
stocks
Australian bank remains overvalued despite strong result

Australian bank remains overvalued despite strong result

When strong fundamentals meet persistent valuation headwinds.
of 653
Viewing 1 to 16 of 10442