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17 September 2026
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Surely it's a truism that economic growth, earnings growth and growth in stock prices are directly related. When you look over the last three decades, the real world appears quite different.
A pictorial look at how the main developed and emerging stock markets fared in a post-GFC world, with an unfashionable conclusion. Which countries came out on top, and which were best avoided?
Cuffelinks has added a new monthly feature, the 'Market Monitor', a review of economic conditions in major global markets plus an estimate of long term value across a wide range of asset classes.
As we near the end of 2013, it looks like this year has been a repeat of 2012 for shares in the major developed world stock markets - high returns plus super-low volatility.
Australian 10 year bond rates, once yielding 5% less than PIIGS countries Italy and Spain, are now trading at the same rates. Surely we are not squealing down at their level.
For many Asian families, getting money into safe haven countries often takes precedence over what to do with the money when it gets there. This year the hot fad was Australian residential property.
Thinking about an SMSF? Before you sign anything, learn how to spot the difference between genuine advice and a sales pitch, understand the real costs, and avoid the compliance mistakes that attract ATO attention.
For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.
The housing debate tends to focus on prices, interest rates and deposits. Yet an overlooked feature of the mortgage itself could help buyers enter the market sooner without abandoning prudent lending standards.
Reporting season has delivered a clear message: the market is no longer paying simply for quality, resilience or an earnings beat. It is paying for change in earnings expectations and the outlook ahead.
Market conditions are shifting as familiar yield sources quietly lose momentum. Australian public credit may be the most compelling source of income in today's market but many investors haven't noticed the shift.
Some of history's most important innovations changed the world while leaving investors much poorer. As trillions pour into AI, a familiar pattern may be emerging, one that rewards society far more generously than capital.
August reporting season delivered strong earnings and bigger-than-expected dividends, but beneath this, a more nuanced story emerged. First Sentier Investors’ David Wilson and Christian Guerra unpack the key trends.