7 November 2026

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Home / Author: Andrew Mitchell

Andrew Mitchell

Hold fire on your fund manager over short-term declines

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.

Andrew Mitchell
30 November 2022
5

Bigger fall, bigger bounce: small caps into and out of recessions

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.

Andrew Mitchell
19 October 2022
4

Bear markets don't go paw-in-paw with recessions

In the 12 US recessions since WWII, the S&P500 index has contracted from peak to trough by a median of 24%. We were almost there in June 2022 but trying to time the bottom of the market can be a costly strategy.

Andrew Mitchell
27 July 2022
3

7 truths of volatility, but are they friends or foes?

Market volatility is back and might be staying. Should investors be worried or is this part and parcel of investing in shares? Here are seven truths of volatility that will help investors ride the market’s gyrations.

Andrew Mitchell
13 April 2022
7

Chairman Powell and Omicron: the Grinches who stole Christmas?

Omicron and central bank policy changes have spoiled Christmas, especially for the value of businesses with the most profit growth far in the future. Has the pullback in parts of the global market been overdone?

Andrew Mitchell, Steven Ng
22 December 2021
2

Personal finance is 80% personal and 20% finance

Understanding your own biases and behaviours is even more important than learning about markets. Overcome four major cognitive biases that may be sabotaging your investing and recognise them in others.

Andrew Mitchell
27 October 2021
4

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Latest Updates

Superannuation

Superannuation’s structural failings

Politicians are fighting over access to super, but they may be arguing about the wrong thing. The system’s three fundamental flaws have been hiding in plain sight for decades, costing Australians far more than they realise.

Ron Bird
4 November 2026
30

Planning

The great wealth transfer myth

Why do some families preserve wealth for generations while others struggle to? As the great wealth transfer unfolds, the determining factor is often not the structure of the estate, but the preparation of those who will inherit it.

Peter Roach
4 November 2026

Investment strategies

What comes after bank hybrids?

For years, bank hybrids have been a cornerstone of portfolio income. With tens of billions of dollars now disappearing from the market, investors face a critical question: what comes next, and are the obvious replacements enough?

Kanish Chugh
4 November 2026
2

Investment insights from the US

What happens when knowledge becomes a commodity? The latest themes emerging from the US tech sector suggest AI could reshape company moats, disrupt incumbents and create winners and losers in unexpected places.

Emma Fisher
4 November 2026

Investing

Can Berkshire thrive without Buffett?

Warren Buffett's departure marks the end of an era. But the more important question for investors is whether Berkshire's culture, discipline and capital allocation framework can survive without the man who built them.

Jason Pohl
4 November 2026
1

Retirement

The Bengen 4% Rule: Lost in translation

For years, retirees have been told to focus on withdrawal rates. But the real question is far simpler: how many dollars can you safely spend? The answer may be very different from what conventional retirement wisdom suggests.

Jeremy Duffield, Mikhail Walden
4 November 2026
4

Interest rates

Super low interest rates came with side effects

For more than a decade, investors lived through an era of near-zero interest rates. With bond yields now surging, it's worth asking whether cheap money solved economic problems, or introduced a much larger set of risks.

Michael Collins
4 November 2026

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