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CAPITAL CYCLE News & Analysis

Why delaying capital gains tax can boost your returns
Personal Finance
Why delaying capital gains tax can boost your returns
In this week’s episode of Investing Compass, we look at ways you can lower the impact of tax on your returns.
Shani Jayamanne | 14 May 2025
Bookworm: How capital cycle analysis can unearth superior long-term investments
Personal Finance
Bookworm: How capital cycle analysis can unearth superior long-term investments
Why companies that are immune to the ravages of capitalism are so valuable, and two hallmarks that can alert you to their presence.
Joseph Taylor | 04 May 2025
Bookworm: The formula behind massive business growth
Personal Finance
Bookworm: The formula behind massive business growth
Why do some companies grow exponentially in value and others do not? Understanding the difference between two types of moat can help.
Joseph Taylor | 26 February 2025
Investors are too optimistic about this ASX share's growth story
Stocks
Investors are too optimistic about this ASX share's growth story
Impressive full year results lifted the neobank's valuation even higher. The rally may be overdone.
Joseph Taylor | 22 August 2024
Scepticism can be beneficial when navigating the capital cycle
Personal Finance
Scepticism can be beneficial when navigating the capital cycle
If we ignore history we are doomed to repeat it. Investors have been tripped up again and again by too much capital chasing seemingly attractive...
Mark Lamonica | 19 August 2024
Why Australia is obsessed with housing
Personal Finance
Why Australia is obsessed with housing
Australia is arguably obsessed with property, seemingly more than most other countries. What drives this obsession and is it rational?
James Gruber | 01 June 2023
Investing in a world awash in debt
Personal Finance
Investing in a world awash in debt
The next source of issues in financial markets is anyone's guess but a focus on quality will allow you to sleep at night.
Mark Lamonica | 02 May 2023
Emerging markets deliver on their potential
Markets
Emerging markets deliver on their potential
Morningstar has some gold-rated options to gain exposure to this asset class, writes Nicki Bourlioufas.
Nicki Bourlioufas | 29 November 2020
Finding bargains the market overlooks
Stocks
Finding bargains the market overlooks
DNR Capital's Jamie Nicol reveals how his Australian Equities High Conviction fund finds quality businesses that will endure difficult conditions.
Lex Hall | 14 August 2020
Fed's rate raise a nod to uncertainty
Markets
Fed's rate raise a nod to uncertainty
Some see the Fed's unanimous decision to raise borrowing costs for the fourth time this year as a nod to global uncertainty while others says it...
Lex Hall | 20 December 2018