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13 August 2026
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Optimism continues to lift markets, but geopolitical tension, policy uncertainty and AI’s capital demands mean investors may need greater selectivity and patience.
Quality strategies shine globally, but Australia's concentrated market tells a different story. Limited diversification and sector dominance can constrain the defensive outcomes investors have seen in broader markets.
The conditions which made the major banks the default trade for a generation of Australian investors have all reversed simultaneously. What replaces them is a market that rewards earnings durability over index weight, and pricing power over passive ownership.
While the quality factor has delivered strong, defensive outcomes globally, its effectiveness in Australia is more nuanced due to its smaller size and concentration by stock and sector.
Stability is on edge as conflict, inflation, rates and valuations continue to unsettle the global economy. For patient investors, this new regime may create opportunities that reward more selective exposures.
With gold miners demonstrating operating leverage, bond markets anticipating a muddle through, and small companies outperforming, explore the opportunities and risks ahead in global markets.
Fear of running out has become a defining retirement anxiety. Why do some retirees die with substantial wealth while others deplete their nest egg? Evidence suggests the answer is more complicated than we think.
Tax rules have changed, but many investors are still using yesterday’s strategies. Insurance bonds may offer advantages for those seeking greater control, tax efficiency and certainty about their wealth.
Investors may be overlooking a timeless source of returns in a volatile market. The companies that consistently generate and return cash to shareholders have often proved remarkably resilient through uncertainty.
The RBA has spent more than three decades pursuing its 2%-3% inflation target. But the numbers tell a far more complicated story than the headlines. The results may surprise both its strongest critics and most loyal defenders.
Retirement planning doesn't end when work does. Five months in, Joanne reflects on retiring at a different time to your spouse, coping with setbacks and the importance of rest. Some lessons only become clear after the fact.
Are markets still expensive? There are the seven key indicators every investor needs to know. From gold and equities to bonds, oil, bitcoin and the US dollar. The data reveals where opportunities and risks may lie for investors today.
AI may prove as transformative as the internet, but markets are behaving as if success is guaranteed. As capital races towards unprecedented levels, investors should ask whether enthusiasm is getting ahead of reality.