Latest News & Analysis

personal-finance
Foundations of financial independence Module 4: Required rate of return
Shani Jayamanne goes through how to calculate your required rate of return, and the inputs that you need. 
Foundations of financial independence Module 4: Required rate of return
Foundations of financial independence Module 4: Required rate of return
personal-finance
3 habits of long-term investors

3 habits of long-term investors

Develop these behaviours to help build lasting wealth.
stocks
Bluescope offer knocked back by board

Bluescope offer knocked back by board

Our view on the potential for additional offers.
stocks
AI stocks winners, laggards and losers for 2025

AI stocks winners, laggards and losers for 2025

AI stocks flew high in 2025 despite year-end volatility. Palantir and Lam look overvalued, but opportunities remain.
stocks
12 picks for an income portfolio - Q4 2025 update

12 picks for an income portfolio - Q4 2025 update

Eighteen months in and passive income growth has exceeded my target.
stocks
Rio and Glencore merger talks

Rio and Glencore merger talks

Our view on the potential combination of mining giants.
stocks
Undervalued by 17%, this US cybersecurity leader is a buy for 2026

Undervalued by 17%, this US cybersecurity leader is a buy for 2026

Here’s a wide-moat company with strong secular tailwinds in a promising industry—and an attractive stock price, too.
personal-finance
Foundations of financial independence Module 3: Defining your goals

Foundations of financial independence Module 3: Defining your goals

Mark LaMonica, CFA goes through the process of defining your goals. This is the first step of constructing a goals-based investment portfolio.
stocks
Tough conditions for ASX listed wagering leader

Tough conditions for ASX listed wagering leader

Wagering continues to be challenged in Australia.
markets
The illusion of progress

The illusion of progress

If there is to be progress again, it will come when we understand that it is not the endless acceleration of change but the maintenance of meaning through time.
personal-finance
Three questions for your 2026 reset

Three questions for your 2026 reset

Get aligned for 2026.
personal-finance
Unconventional wisdom: Navigating the most challenging market in history

Unconventional wisdom: Navigating the most challenging market in history

There has never been a better time to be an investor…and a harder time to be a good investor.
personal-finance
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.
markets
History says US market outperformance versus Australia will turn

History says US market outperformance versus Australia will turn

The forces shaping the next long-term cycle.
stocks
Chart of the Week: Inflation fears dampen sentiment on retailers

Chart of the Week: Inflation fears dampen sentiment on retailers

Rising inflation is the fly in the ointment.
personal-finance
Key 2026 dates for investors

Key 2026 dates for investors

An investor’s 2026 calendar with dates worth paying attention to.
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