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3 June 2026
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History indicates that Australian house prices are more likely to flatline than collapse. The main problem is likely to be in high-rise construction, with banks exposed to highly-leveraged buyers and developers.
Investors celebrated when the Dow broke through the 20,000 mark last month, but in real terms, it's a more sobering picture. Australian stocks in particular are struggling to reach their previous heights.
Investors are receiving the repetitive message about how low returns are the new normal, yet all asset classes have done well for a record stretch of time. Amid the chatter, the data proves the point.
President-elect Donald Trump divides opinion, and there is no way of knowing whether the rhetoric that won him the top job will translate into action. Here's a quick look at some implications.
Most commentators believe there is a positive correlation between economic growth and share market performance. The data disproves this, at a world and country level and over time.
Since the 1900s, share market returns for US and Australian investors have been similar over the long run, but lately, US shares have outperformed with the current tech boom. How about +66% versus -2% since 2007.
From US fiscal pressure to China’s shifting growth model and Australia’s structural constraints, markets are yet to reflect a less forgiving global investment landscape.
Retail investors face an increasingly complex product environment, but simplicity may be the most overlooked advantage in building a portfolio you can actually live with.
A sustained disruption through the Strait of Hormuz is forcing a rapid drawdown of global inventories. Without a resolution, the arithmetic points to a supply shock by early August and a sharp surge in the oil price.
The outbreak of conflict in the Middle East in February 2026 marks an historic shock for oil and gas markets, with major implications for inflation, interest rates and ultimately for listed infrastructure companies.
The government plans to remove negative gearing to help renters buy homes. For those who remain renters, the wrong levers are being pulled to try and increase rental unit supply.
As wealth grows, so does the assumption that risk should too. But in reality, the opposite may be true: once you understand how the value of money changes over time, the case for taking less risk becomes far more compelling.
As super balances grow, SMSFs are becoming central to retirement outcomes. Without proper planning for “Armageddon” scenarios, even well-structured funds can unravel when it matters most.