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7 August 2025
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Typically, higher interest rates are associated with lower share market valuations, but not always and the relationship hasn’t been that strong over the long term. Company fundamentals will matter more over the next few years.
Now is a good time to look at what investors should expect if a recession does arrive in the US soon. Here are seven recession 'truths', including who will be to blame for a recession and the prospects of timing the bottom.
Owning bonds is less risky than owning shares, right? The evidence suggests that while this may be true in the short term, it isn't over longer time horizons, with important implications for asset allocation.
There's a common belief that the outperformance of 'growth investing' over 'value investing' since the GFC is simply due to the fall in longer-term interest rates, but is this really the case? The answer may surprise you.
Even if you possess godlike skills, you can’t avoid big drawdowns. The lesson for investors is they need to back the long-term track record of their fund manager through the volatility to outperform in their portfolios.
Smaller listed companies tend to fall first and furthest when an economic downturn hits but they recover the strongest. Here are three reasons why small caps may see strong returns after the recovery takes hold.
This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.
After a stellar 2025 to date for equities, warning signs - from speculative froth to stretched valuations - suggest the market’s calm may be masking deeper fragilities. Strategic rebalancing feels increasingly timely.
Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.
Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate.
Blackberry clung on to the superiority of keyboards at the beginning of the touchscreen era and paid the ultimate price. Could the rise of agentic AI and a new generation of hardware do something similar to Apple?
The bond market is quietly regaining strength. As rate cuts loom and economic growth moderates, high-quality credit and global fixed income present renewed opportunities for investors seeking income and stability.
Companies trading at over 10x revenue now account for over 20% of the MSCI World index, levels not seen since the dotcom bubble. Can these shares create lasting value, or are they destined to unravel?