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13 November 2025
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Despite mixed ASX results, the market has shown surprising resilience. With rate cuts ahead and economic conditions improving, investors should look beyond short-term noise and position for a potential cyclical upswing.
This is probably the most interesting earnings season in my 20-odd-year career, with share prices meaningfully diverging from earnings and prospects. It’s reflected all the greed and fear of investor behaviour.
It's ASX reporting season again and a big watch will be on the impact that a softening economy has on company results and outlooks. Here's your guide for what to expect, and potential winners and losers.
After investors become more realistic in terms of earnings over the next three months and earnings are rebased, the outlook for the share market is expected to be positive heading into the second half of this year.
Facing multiple headwinds, analysts braced themselves for poor results in the latest reporting season, but companies are in better shape than expected. Costs were an issue but most passed them on in higher prices.
Company results reported in February 2022 showed some cost increases but most enjoyed major revenue upgrades, especially in the commodity and financial sectors. Here are portfolio highlights from two fund managers.
I’ve long seen Buffett as a flawed genius: a great investor though a man with shortcomings. With his final letter to Berkshire shareholders, I reflect on how my views of Buffett have changed and the legacy he leaves.
With rates on hold and housing demand strong, lenders are pushing boundaries. As risky products return, borrowers should be cautious and not let clever marketing cloud their judgment.
One sign of today's speculative market froth is that retail investors are winning, and winning big. It bears remarkable similarities to 1929 and 1999, and this story may not have a happy ending either.
Retirement outcomes aren’t just about average returns. The sequence of returns, good or bad, can dramatically shape how long super lasts. Understanding sequencing risk is key to managing longevity risk.
The use of generative AI in search is on the rise and has profound implications for search engines like Google, as well as for companies that rely on clicks to make sales.
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Technological leaps - from air travel to computing - has enriched society but squeezed margins. As AI accelerates, investors must separate progress from profitability to avoid repeating past mistakes.
Today’s consumers are walking contradictions - craving simplicity in an age of abundance, privacy in a public world. These tensions tell a bigger story about what people truly value and why.