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1 February 2026
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Chairman of Westpac, Lyndsay Maxsted, was refreshingly open at a recent Morningstar retail conference, and Kerr Neilson pleaded with investors to control their emotional responses to markets and stay the course.
* Regardless of your opinion about his politics, this ABC collection shows Paul Keating was an exceptional parliamentary performer.
Last week’s article on index versus active portfolio management drew many comments, including on the website, by email and by forwarding other articles to us. Here is a sample.
* FIFA allocated tickets for the Football World Cup last week, and Australians received 15,000 of the 88,000 tickets requested, the fifth most among all countries.
The post-World War Two economic system is unravelling, leading to huge shifts in currency, bond and commodity markets, yet stocks seem oblivious to the chaos. This looks to history as a guide for what’s next.
Mark Carney has spoken of a rupture in the rules based system that has governed the world since 1945. That rupture means nations like Australia will need to boost defence spending and find savings elsewhere.
With ASX dividend yields now below government bond yields, investors face an upside-down market where income is scarce, growth is muted, and careful selection of bond-like stocks has never mattered more.
ASX miners are back in favour after playing second fiddle to banks for years. Is it too late to get in? Here are some thoughts on the large caps such as BHP and Rio, and the hot gold mining sector.
Most commentary on gold's recent record highs focus on it being the product of fear or speculative momentum. That's ignoring the deeper structural drivers at play.
Tariff turmoil tested Asia, but AI leadership, policy easing and reform momentum are restoring investor confidence and strengthening the region’s outlook for 2026.
New research explains why high valuations, low dividends and bullish sentiment rarely coexist with strong long-term returns after extended bull markets.