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23 January 2026
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The debt picture in China is complicated by the many layers of property development, shadow banking and local government, and it poses a risk to China's economic stability.
The US Fed has finally lifted interest rates as anticipated, but from here it's especially difficult to predict future rate changes given that current economic conditions would normally dictate lowering rates.
This period of ultra low interest rates and government-stimulated economies has created an overly optimistic view of world economic growth, which will have implications for future retirement savings returns.
Australians are heavily invested in residential property and the impact of a property crash is obvious for those assets. But the consequences for many other investments should be considered.
How many times do we hear that a ‘1 in 100 year’ event has occurred? Weather and financial market events in particular seem to have occurred far more than once in the last 100 years.
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
Claims that Division 296 double-taxes franking credits misunderstand imputation: franking credits are SMSF income, not company tax, and ensure earnings are taxed once at the correct rate.
For the first time in decades, the Big 4 banks have real competition in home loans. Macquarie is quickly gain market share, which threatens both the earnings and dividends of the major banks in the years ahead.
Investor focus is turning increasingly to AI-related risks: is it a bubble about to burst, tipping the US into recession? Or is it the onset of a third industrial revolution? And what would either scenario mean for markets?
Cyclical stocks surge in upswings but falter in downturns. Compounders - reliable, scalable, resilient businesses - offer smoother, superior returns over the full investment cycle for patient investors.
A-REITs are often viewed as passive rental vehicles, but today’s index tells a different story. Development and funds management now dominate earnings, materially increasing volatility and risk for the sector.
Dairy farming offers real asset exposure, steady income and long-term growth, yet remains overlooked by investors seeking diversification beyond traditional asset classes.