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25 June 2025
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Markets have started this year well yet there are still several exciting long-term themes that are underappreciated by global investors. They include alternative assets, luxury goods, AI, and mission-critical financial firms.
The conventional academic view is that markets are efficient as they price in all available information effectively. Yet history shows the market can be wildly wrong on stocks, as may be the case with AI and China today.
Everyone including investors needs to evolve to get better. Here are five steps to improve your investment toolkit, including thinking probabilistically, running your own race, and measuring yourself objectively.
Many investors have written off the tech sector after last year's bloodbath. But tech is entering a new phase of growth and dominance, fuelled by innovation and AI, and there are compelling ways to play this theme.
The market’s myopia of 2022 has depressed valuation multiples on cyclically depressed earnings. The result is that many of the world’s most advantaged businesses can be acquired today at prices that are far below intrinsic value.
Spotify shares have fallen around two-thirds from their peak in 2021. Here are four key reasons why Spotify can materially increase its earning power in future years, making the stock significantly undervalued at present.
For much of Australia’s history, each new generation has been better off than the last: better jobs and incomes as well as improved living standards. A new report assesses whether this time may be different.
In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high- income earners. This ignores the real cost of locking away savings for decades.
The latest lists of Australia’s wealthiest individuals show that while aggregate wealth has continued to rise, gains by individuals haven't been uniform. In fact, many may have been better off adopting a simpler investment strategy.
As inflation eases, the Albanese government is switching its focus to lifting Australia’s sluggish productivity. Can corporate tax cuts reboot growth - or are we chasing a theory that doesn’t quite work here?
April’s sharp rebound may feel familiar, but are V-shaped recoveries really more common in the post-COVID world? A look at market history suggests otherwise and hints that a common bias might be skewing perceptions.
Old distinctions between developed and emerging market bonds no longer hold true. At a time where true diversification matters more than ever, this has big ramifications for the way that portfolios should be constructed.
As the July school holiday break nears, here are some investment classics to put onto your reading list. The books offer lessons in investment strategy, financial disasters, mergers and acquisitions, and risk management.